EFG Private Bank

Spear’s Review

EFG Private Bank, the UK-based private banking and wealth management arm of EFG International, serves a diverse client base of U/HNW individuals, family offices, trusts and charitable foundations.

Clients will find expertise across the full spectrum of financial services, including portfolio construction and investment selection – including discretionary, advisory and execution-only funds; wealth planning and structuring; lending and financing; and day-to-day banking including deposits and international current accounts.

EFG Private Bank has been based in the UK since 1989, with its headquarters in London. 

Company Profile

EFG Private Bank Ltd is the UK-based private banking 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, employees and society as a whole. 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 deep understanding and ends with a recommendation that is as individual as they are.

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. Our personal client relationship officer is with them every step of the way – when it comes to analysing specific questions, seeing the bigger picture or considering financial opportunities and risks. Our objective is always to obtain a clear understanding of their needs and to work with them to define long-term perspectives so that we can offer them optimal advice and respond rapidly and effectively, even if circumstances were to change suddenly. We think ahead to ensure that the next steps we take always lead our clients in the right direction to earn their trust and build long-term relationships.