2 EFG SPECIAL REPORT Contents 3 EFG Snapshot • Infographic 4 Alberto Fadul Fleckner, CEO, EFG Asesores (Panamá) S.A.; Roger Castillero, Head of Private Banking, EFG Asesores (Panamá) S.A. • Interview 6 EFG International • Focus: Story of the Bank 8 Roberto Gadala, Director of Institutional Clients & Regional Head of Sales and Business Development, EFG Capital International Corp, Miami • Interview 8 Sanjin Mohorovic, Head of Latin America Region, EFG Capital International Corp, Miami • Interview 9Víctor M. Echevarría, Latin America Private Banking Chairman, EFG Capital International Corp, Miami • Interview 10 EFG in Panama • Focus: History of EFG 14 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. • Interview ISBN 978-1-80506-030-7 The Business Year is published by The Business Year International, Trident Chambers, P.O. Box 146, Road Town, Tortola, British Virgin Islands. The Business Year is a registered trademark of The Business Year International, Copyright The Business Year International Inc. 2025. All rights reserved. No part of this publication may be reproduced, stored in a retrievable system, or transmitted in any form or by any means, electronic, mechanical, photocopied, recorded, or otherwise without prior permission of The Business Year International Inc. The Business Year International Inc. has made every effort to ensure that the content of this publication is accurate at the time of printing. The Business Year International Inc. makes no warranty, representation, or undertaking, whether expressed or implied, nor does it assume any legal liability, direct or indirect, or responsibility for the accuracy, completeness, or usefulness of any information contained in this publication. The paper used in the production of this publication comes from well-managed sources. Read more at thebusinessyear.com/panama This publication has been produced by The Business Year International’s expert cadre of journalists, writers, editors, and designers. The content contained within is original and was compiled by our team on the ground. Country Manager Yasmine El Yacoubi | Country Editor Anastasia Fernandez Contributors Patrick Friedli, Daniela Haesler, Anja Herrmann, Luciano Crobu, Irina Sangiorgi FG Asesores (Panamá) S.A. stands at the forefront of the country’s financial sector, offering tailored wealth management solutions backed by global expertise. This special report delves into the firm’s operations, strategic vision, and market positioning through exclusive interviews with its top executives. They share insights on EFG’s growth trajectory, client-centric approach, and the evolving financial landscape in Panama, highlighting the bank’s role in shaping the industry’s future. ✖ EFG Special Report E Giorgio Pradelli CEO, EFG INTERNATIONAL AND EFG BANK BIO Giorgio Pradelli, CEO of EFG International and EFG Bank since 2018, previously served as Deputy CEO and CFO. He held senior roles at Eurobank Ergasias and Deutsche Bank and played a key role in EFG International’s 2005 IPO. He chairs the Association of Swiss Asset and Wealth Management Banks and sits on the boards of the Swiss Bankers Association and the Swiss American Chamber of Commerce. He holds a degree in economics and business administration from the University of Turin. “EFG operates in over 40 locations with a network spanning Europe, Asia Pacific, the Americas, and the Middle East. We have over 3,100 colleagues, including more than 700 highly experienced Client Relationship Officers (CROs) supporting our clients worldwide. We aim to build lasting partnerships through our unparalleled client centricity and our unique entrepreneurial business model. Our teams combine their international expertise with local know-how to meet the individual needs of our clients – including members of the next generation. We offer first-class investment solutions with a global perspective. EFG Asesores (Panama) S.A. exemplifies this, combining Swiss precision with an entrepreneurial mindset to drive exceptional growth in Latin America. Whether we are supporting individuals, families, or institutions, our commitment to fostering trust and flexibility, together with our expertise, empowers clients to navigate complexity and create value.”
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