12 EFG SPECIAL REPORT Florina Mendez CLIENT RELATIONSHIP OFFICER, EFG ASESORES (PANAMÁ) S.A. Morris Mattout CLIENT RELATIONSHIP OFFICER, EFG ASESORES (PANAMÁ) S.A. Marta Carolina Gomez CLIENT RELATIONSHIP OFFICER, EFG ASESORES (PANAMÁ) S.A. THE PATH ahead Adept at leveraging innovative solutions, tools, and platforms to create more dynamic and transparent client experiences, nextgeneration advisors are leading the charge in driving significant change in the banking landscape. ent-centric approach, young advisors can play a crucial role in shaping the future of private banking. MARTA CAROLINA GOMEZ One of the most significant contributions that young advisors can make is their ability to connect with the next generation of wealth holders, who often have distinct values, mindsets and motivations compared to their parents or grandparents. Wealth planning is increasingly critical as substantial intergenerational transfers occur, and young advisors are well positioned to bridge the generational gap. Sharing a similar outlook with younger clients, we understand their desire for innovation, sustainability and impactful investing. This connection ensures continuity and trust, preserving both family legacies and long-lasting client relationships. How has EFG supported your professional development and empowered you to excel at your role? FM At EFG, mentorship and collaboration are at the core of its approach to professional development. The guidance from senior leaders coupled with employee access to top management create a supportive environment that fosters growth. Additionally, resources such as on-demand learning modules and daily market updates equip us with the tools to effectively navigate complex financial landWhat do you think next generation advisors can contribute to the private banking industry? FLORINA MENDEZ Young client advisors bring adaptability and a forward-looking mindset to the role—qualities that are essential to navigate the rapidly evolving financial landscape. Our ability to integrate technological advances into portfolio management not only enhances efficiency but also allows us to focus on delivering holistic, client-centric wealth management services. Additionally, we align our recommendations with both our own values and those of our clients, prioritizing ESG investing where appropriate. This combination of technological expertise and a sustainable approach fosters trust and helps to drive innovation in the private banking industry. MORRIS MATTOUT The next generation of advisors offers a fresh perspective and a deep understanding of emerging trends. We are adept at leveraging digital tools and platforms to create more personalized and transparent client experiences. Our willingness to challenge traditional approaches encourages open dialogue and leads to innovative solutions that meet the evolving needs and expectations of clients, particularly the next generation of wealth holders. By blending technological fluency with a dynamic and cliBIO Florina Mendez has seven years of experience in the banking industry. She graduated from University of Notre Dame in the US with a bachelor’s degree in finance and holds an international business certificate. She worked as an investment management associate at Goldman Sachs, New York, and as a private banking investment advisor at UBS AG Panama. She joined EFG in 2023. BIO Morris Mattout graduated from Babson College with a bachelor’s degree in business and a concentration in finance. He started his career in private banking at MMG Bank as an analyst in its wealth management department before joining UBS in 2019 as an investment advisor for HNW and UHNW clients. In 2023, he joined EFG as part of the team responsible for establishing and growing EFG’s presence in Panama and the region. BIO Marta Carolina Gomez holds a bachelor of business administration degree in international business and marketing, an analyst license from the Panama securities regulator, Superintendencia de Mercado de Valores, and a leadership certificate from the University of Miami. She previously worked for UBS and has long experience serving high-net-worth clients, offering a holistic approach to wealth management with an emphasis on succession planning and preserving family legacies. Interview
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