Focus: Story of the Bank H needs of clients, including members of the next generation. With over 3,100 employees, including more than 700 highly experienced Client Relationship Officers, EFG invests significant time and resources in the ongoing training and development of its workforce. Partnerships are also crucial for the bank. As Roberto Gadala, Director of Institutional Clients and Regional Head of Sales and Business Development for the Latin America Region at EFG, told TBY, “When serving financial institutions, we work closely with them based on a partnership-oriented approach. With over 20 years of experience in this market, we have built trusted relationships with key stakeholders, including board members, CEOs, CFOs and treasury teams. Our aim is to integrate seamlessly with their operations, positioning ourselves as a trusted partner to their teams.” This sentiment was echoed by Sanjin Mohorovic, who said: “At EFG, our corporate values are more than principles; they define how we operate and engage with our clients and each other. The philosophy of bringing entrepreneurial thinking to Swiss private banking is central to who we are and it reflects the unique stories, challenges and achievements of the individuals and businesses whose assets we are proud to manage.” EFG’s global focus and strong local presence across the regions in which it operates are all part of what makes the bank so successful. Thanks to its proximity to clients, EFG International can offer comprehensive advice that takes account of local cultures and practices. “Wealth management is fundamentally a people business,” said Mohorovic. “At EFG, we see our commitment to delivering exceptional service as a key differentiating factor. While our expertise forms the backbone of our offering, it is the personal touch—and our commitment to understanding and partnering with our clients—that truly sets us apart.” ✖ eadquartered in Zurich, EFG International is a global private banking and asset management group offering wealth management solutions to private and institutional clients around the world. Since inception, entrepreneurship and innovation have been key pillars of EFG’s success. Back in 1980, the bank’s main shareholder, the Latsis family, acquired the Geneva-based Banque de Dépôts. This became the basis for the creation of EFG, as the acquisition was soon followed by the opening of a branch in Luxembourg in 1986. Two subsidiaries were later founded in London (1989) and Monaco (1990). In 1995, EFG established its headquarters in Zurich, and the EFG brand was officially launched in 1997. EFG has continued its international expansion outside Europe, opening a presence in Miami, US, in 1996 and in Hong Kong and Singapore in 2000. In 2005, the company went public by listing on SIX Swiss Exchange in Zurich, and it has continued to expand since then, both organically and via acquisitions. Examples include its 2016 acquisition and integration of Lugano-based Swiss private bank BSI, one of the most important transformations in Swiss private banking in the last decade, and the acquisition of Shaw and Partners in Australia in 2019. EFG today operates out of more than 40 locations across the globe, from Europe to Asia-Pacific, the Americas and the Middle East. Sanjin Mohorovic, EFG’s Head of Latin America Region, explained: “In 2024 EFG's Latin America Region strongly contributed to the overall growth of the bank, recording a net new assets growth rate of 9.1%. It also ranks as the third largest contributor of EFG's net new assets globally, accounting for CHF 1.6 billion of total net new assets in 2024.” EFG’s teams combine their international expertise with local knowhow to meet the individual Over the years, EFG International has grown significantly and is today a global private banking group with a presence across different regions. EFG International 6 EFG SPECIAL REPORT
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