Approach

Relationships at the heart of our service

At EFG Private Bank our aim is straightforward: to provide you with the best in international private banking and wealth management. This we can do because we recognise that good relationships are at the very heart of the service we provide.

To us relationships mean understanding, teamwork, trust, good communication, support and a shared vision. In a market that is 'over-banked but under-served' these core values are increasingly hard to find.

Our promise to you is simple: the highest quality personal service, the best professional advice and access to the most effective financial solutions.

EFG Private Bank Limited is the UK-based private banking arm of EFG International, with subsidiaries in Jersey and Guernsey. Our activities encompass banking and credit, financial planning, investment management, offshore trust and company formation and management.

Our roots are in Switzerland; our network international. We are located where our clients need us. For more information, visit the Locations section.

To download our brochure, click here.

For individuals

It starts with a conversation, and leads to our recommendations to you. These will draw on the best products and services in the market, complemented by the expertise and solutions of our own asset management business.

In-between, we probe deeper; bring in new information, or a fresh technical perspective.

Our aim: to earn your trust, through sound guidance and practical results.

What do you want from your private bank?

  • Your CRO relationship

    Technical expertise, crafted into advice, delivered one relationship at a time.

    To us, it's a question of chemistry between people. Clients of EFG build a relationship with a professional of the highest calibre.

    Your Client Relationship Officer (CRO) will:

    • Have a long, successful track record in private banking.
    • Have your interests at heart, under no pressure to sell certain products.
    • Work with technical specialists, and/or your other advisers.
    • Stay with you, year in, year out. Allowing trust and confidence to grow over time.
  • Structuring your wealth

    It's about you and yours:

    You - we all have goals, interests and passions. We help you chart the best course; to turn your aspirations into reality.

    Your life - none of us are immune to events that shape our lives. We are there to tackle challenges as they arise, making changes if circumstances dictate.

    Your family - it's not just you, but your family and friends. We can help clarify your thoughts, creating solutions that reflect your wishes.

    Your work - wealth and work are inextricably linked. We can help you with financial issues arising from work, business or retirement.

  • Crafting your solutions

    What are you looking to achieve?

    Goals tend to be multi-faceted, and they change over time.

    For each of our clients, we craft a solution around their aims and requirements.

    This means:

    • Adopting a structured approach - defining our strategy, choosing the right asset mix, assembling the building blocks, and ongoing vigilance.
    • Being guided by an investment strategy. We combine our expertise with your views and preferences.
    • Finding the right investment blend for you. Striking the right balance between risk and return. Drawing on the best of the market, complemented by the expertise and solutions of our own asset management business.
  • Product & service filter

    We simplify complexity for you. This is especially important when it comes to selecting the right products for your solution.

    The investment world is full of noise, with a bewildering array of managers, products and services.

    Your CRO, supported by EFG specialists, acts as an intelligent filter: seeking out quality, and pulling it together. Ensuring it is complementary, and right for you.

    But we never miss the point - products and services are a means to an end: the future, for you and yours.

For intermediaries

Helping you to chart the right path for your clients

We understand the importance of connecting with clients. The services we offer to intermediaries can help you do just that.

You may have clients who require a full wealth management service, or perhaps you want a partner you can trust to manage particular elements. Either way, we can help.

The relationship starts with sitting down with you, to ascertain what you are looking for. We look to:

  • Agree clear parameters to govern our working relationship. This means understanding your concerns and requirements, as well as those of your clients.
  • Give you a dedicated point of contact. A professional of the highest calibre, who acts as your conduit to the full range of EFG Private Bank products and services.
  • Offer a choice of services to suit you and your clients - from a broad range of wealth management solutions, to something more narrowly defined.
  • Provide continuity - in our experience, a prerequisite for any intermediary looking to introduce clients with confidence.

We serve a range of intermediaries, helping them to serve their clients better.

These include:

  • Independent asset managers.
  • Financial advisers.
  • Family offices.
  • Trust companies.
  • Legal / accounting practices.
  • Charities.

We provide a variety of solutions, but with one common denominator: a professional who works hard to represent the interests of clients, at a private bank committed to providing outstanding service.