EFG Private Bank Limited also has a financial advisory subsidiary, EFG Platts Flello which specialises in managing the financial affairs of UK and international clients and provides high-quality independent advice. It has expertise in:

• Taxation
• Retirement planning
• Investment strategy
• School fees planning
• International tax and investment
• Mortgages and commercial lending
• Life and health insurance
• Structuring employment contracts, including advising on share incentive schemes

• Wills and trusts
• Corporate Pension Administration

EFG Platts Flello Limited staff are experts in managing the overall financial affairs of busy individuals. This may mean advising on all issues directly, or coordinating a team approach, working with other professionals such as lawyers and accountants. EFG Platts Flello Limited will assign to each client his/her own personal financial director who will be responsible for organising the client's financial affairs.