Interview 8 EFG SPECIAL REPORT Roberto Gadala DIRECTOR OF INSTITUTIONAL CLIENTS & REGIONAL HEAD OF SALES AND BUSINESS DEVELOPMENT, EFG CAPITAL INTERNATIONAL CORP, MIAMI Sanjin Mohorovic HEAD OF LATIN AMERICA REGION, EFG CAPITAL INTERNATIONAL CORP, MIAMI BIO Roberto Gadala has over 20 years of experience advising private and institutional investors in the Latin American region. He was born and raised in the Dominican Republic and holds a bachelor’s degree in finance and marketing from Florida State University and an MBA from the University of Miami. BIO Sanjin Mohorovic is Head of EFG’s Latin America Region and a member of EFG International’s Global Business Committee. Earlier, he held the position of global private banking COO at EFG in Zurich and was private banking CEO of EFG’s Latin America region based in Miami from 20172019. He previously held various senior positions at BSI, including serving as Managing Director of BSI Bank in the Bahamas from 2013-2017. Mohorovic is a Chartered Financial Analyst (CFA) and holds an MA in social and economic sciences from the University of Fribourg, Switzerland. What are the key characteristics of EFG’s institutional business model, and how does the bank distinguish itself from its competitors? At EFG, our institutional business builds on a high-touch service model that is tailored to the needs of family offices, investment advisors and trust companies, as well as financial institutions such as banks, insurance firms and brokers. Our expertise lies in asset management, with a significant portion of our global resources dedicated to identifying market trends and crafting investment opportunities. When serving financial institutions, we work closely with them based on a collaborative approach. With over 20 years in the 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. For professional clients—family offices, investment advisors and trust companies—we demonstrate the same level of commitment to delivering exceptional standards of service. How are EFG’s corporate values reflected in its organizational culture and daily decision-making processes? 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. Entrepreneurship can be challenging at times, and it is this insight that shapes our culture. Some of the traits that we see in entrepreneurs—such as a clear vision, hands-on approach, solution-driven thinking, partnership-oriented collaboration and passion—mirror our own approach to business. These values guide us, not only in how we manage our clients’ wealth but also in the way we build trust and find personalized solutions to their needs. Wealth management is fundamentally a people-driven industry. Which capabilities and services are provided by your team to better serve the changing demands of institutional clients? While asset management remains at the core of our offering, EFG’s platform is designed to adapt to the evolving needs of institutional clients with its flexibility, breadth and innovation. For professional clients, we offer customized solutions that are delivered by our team in Panama. Backed by our global network, we provide a diverse range of investment opportunities, alongside services such as market insights, in-house expertise, wealth and succession planning, private market access and exclusive client events. Our institutional clients have access to a comprehensive product and service offering. With more than CHF20 billion of assets managed in the Latin America region and almost CHF166 billion worldwide, EFG combines scale with expertise, a proposition highly valued by treasury teams and investment officers. We also strive to create networking opportunities that connect clients, fostering the exchange of ideas and best practices. ✖ Which initiatives are being implemented to ensure that these values are integrated into EFG’s business and culture in Latin America? Values are not conveyed through initiatives alone; they are also embedded in the leadership style of our managers. Within our community in Latin America, we aim to lead both by example and by design. In today’s globalized and ever-changing world, no one manager can handle every task alone. Instead, a leader’s role is to set the benchmark for the organization’s behavior and values and to foster a winning mindset among individuals and their teams. It is their ability to design scalable and sustainable solutions that will determine the long-term success of the team in Latin America and their ability to adapt. At EFG, we recognize that each new generation of talent brings fresh perspectives that enhance and build upon the foundations laid by those before them. This ensures that our corporate culture evolves while staying true to our core principles. ✖
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