Group EFG International AG

Functions as a bank

EFGAM UK is an active, long-term manager that employs disciplined investment process based on in-depth macro-economic and market research, which forms the basis for decisions on asset allocation and stock picking. The firm offers a full range of tailored investment offerings, from traditional equity and fixed income portfolios to sophisticated multi-asset strategies.

EFGIUK utilizes a wide range of asset classes for portfolio construction and draw from a broad range of resources across the company. They specialize in managing internationally based investment portfolios following an investment process which combines in-house asset allocation skills with the selection of leading external investment managers. The firm follows an income-oriented investment style. They invest across all market caps and sectors with the bulk of their assets allocated to the UK in addition to trading in international markets.

Operates as private bank

Provides investment services

Provides brokerage services

EFG Asset Managers aims to manage and enhance wealth, to protect against adverse political and economic conditions, to establish specific succession plans, or a combination of these factors.

Provides banking services

Provides banking services

Provides banking services

Functions as an open-end investment fund

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

EFG aims at investing in firms with growth potential. The firm practices a top-down approach for their two styles of portfolio investment management. The first being an asset allocation the other based upon absolute return. Their tailored structured products include equity indexes, stocks, bond indexes, interest rates, currencies, commodities, credit risk, mutual funds and hedge funds. EFG's alternative investments are also guided by their macro-led perspective. Within their equity investments, they invest globally and focus on US securities as well. They also manage two funds with a sector bias towards the healthcare industry which benchmark against MSCI World Healthcare Index. As a fixed-income investor they primarily hold European securities although they are not limited to specific regions.

Provides trust and fiduciary services