EFG Private Bank

EFG Private Bank Ltd is the UK-based wealth management arm of EFG International, a global Swiss private banking group headquartered in Zurich and present in 40 global locations. We have been in the UK for 30 years with offices in London and Birmingham as well as subsidiaries in Jersey and Cyprus. Our activities encompass banking and credit, investment management, wealth planning and fiduciary services for private and institutional clients, not only in the UK but on a global scale.

Our purpose: Empowering entrepreneurial minds to create value – today and for the future.

Our primary goal is to create profitable and sustainable growth for the benefit of our clients, shareholders, stakeholders and employees. We strive to be a reliable and professional financial partner and an attractive employer to ensure the prosperity of future generations.

An entrepreneurial spirit has shaped EFG and our employees ever since the Bank was established. This spirit gives us the necessary momentum to find the right solutions for clients in a swift and straightforward manner. We think and act like entrepreneurs. We design and deliver solutions that meet our clients' individual goals and ambitions, creating a new banking experience. It starts with a deep understanding of a client's profile and requirements and ends with a recommendation that is as individual as they are. 

A distinctive approach to private banking

To us, relationships mean understanding, teamwork, trust, good communication, support and a shared vision. A strong relationship requires strong partners who think and act according to shared views and values and who display just the right degree of flexibility. We think ahead to ensure that the next steps we take always lead our clients in the right direction.

Our clients always come first at EFG. A dedicated Client Relationship Officer is with them every step of the way, from answering specific questions and seeing the bigger picture to considering financial opportunities and risks. We respond to challenges with a can-do attitude, transforming them into attractive outcomes for our clients

Comprehensive client solutions

Our solution-driven offering is based on an open platform architecture to ensure clients benefit from a wide array of products and services complemented by our extensive in-house expertise. We stay alert and carefully monitor developments in today's rapidly evolving environment to help our clients stay on course.

We can draw on a wealth of experience to offer expert advice on financial matters in every stage of life. We focus on building successful long-term relationships and offer impartial and independent advice based on individual needs.

A reliable partner

We are a financial partner who offers security, financial stability and reliability. Our objective is always to obtain a clear understanding of client needs and to work together to define long-term perspectives. The goal is to provide optimal advice and to respond rapidly and effectively, particularly when circumstances suddenly change.