EFG

Finance · Switzerland · 1K - 5K Employees

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Overview

Headquarters

Bleicherweg 8, Zürich, Zurich, 8022, Swi...

Phone Number

+41 442261850

Revenue

$2 Billion

Stock Symbol

EFGN

Industry

Finance Banking Securities Trading
ZI Rank: 5
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
5
5
6
6
4
5

About EFG

EFG International AG is a global private banking group headquartered in Zurich, Switzerland, that specializes in providing wealth management, investment advisory, and private banking services to high-net-worth and ultra-high-net-worth individuals, families, and institutional clients worldwide. The company operates through a network of private banking locations across Europe, Asia Pacific, the Americas, and the Middle East, offering personalized financial solutions tailored to the sophisticated needs of affluent clients. EFG International provides comprehensive wealth management services including discretionary and advisory portfolio management, investment consulting, financial planning, estate and succession planning, lombard lending, and custody services. The firm's investment approach emphasizes understanding each client's unique financial objectives, risk tolerance, and personal circumstances, delivering customized strategies that span traditional and alternative asset classes incluRead more
EFG's Social MediaPopular SearchesEFG International AGEFG Bank AGEFG InternationalEfgEfg IncSIC Code 62,628NAICS Code 52,523Ticker SIX: EFGNShow more

EFG Org Chart

RC
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Chief Executive Officer

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LS
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Chief Financial Officer

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RC
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Chief Operating Officer

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GT
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Chief Executive Officer, Singapore & SEA Regi...

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RP
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Chief Operating Officer

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Sim Jennifer, Chief Operating Officer at EFG
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Chief Operating Officer

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MT
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Regional Chief Financial Officer, Efg LATAM &...

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KC
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Vice President, Chief of Staff

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SM
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Chief Revenue Officer

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MT
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Controller

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YM
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Business Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EFG

$2B
1K - 5K
Public
-
1980
$24.9B
1K - 5K
Public
-
1992
AM
Ann MccroryDirector, Marketing
$5.1B
5K - 10K
Public
-
1890
LT
Leoncio ToroManaging Director - CEO
$4.1B
5K - 10K
Public
$215M
1804
SD
Simon DoyleCEO & Chief Investment Officer (Australia)
$4B
5K - 10K
Private
-
1946
$2B
5K - 10K
Public
-
1974
Kim Heydenrych, Chief Financial Officer, Investec Commercial Banking at Investec Group
Kim HeydenrychChief Financial Officer, Investec Commercial Banking
$440.3M
1K - 5K
Private
-
1930
Peter Coutts, President at Coutts
Peter CouttsPresident
Illustration of an envelopeCompany Insights

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EFG is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EFG is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EFG.

EFG Tech Stack

A closer look at the technologies used by EFG

Most Recent Scoops

Person-Based
Executive Moves
Person-Based
Partnership
Hiring Plans
EFG has more open roles in Engineering & Technical than it has had at any time in the past 12 months. Technologies mentioned include: Tableau, SQL, SAS Enterprise Guide, and Python.
Hiring Plans
Person-Based
Executive Moves
Executive Move
Executive Moves, Board of Directors
See more scoops

EFG News & Media

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Frequently Asked Questions Regarding EFG

What is EFG's stock symbol?
EFG's stock symbol is EFGN
What is EFG's official website?
EFG's official website is www.efginternational.com
What is EFG's Revenue?
EFG's revenue is $2 Billion
What is EFG's SIC code?
EFG's SIC: 62,628
What is EFG's NAICS code?
EFG's NAICS: 52,523
How many employees does EFG have?
EFG has 1K - 5K employees
What industry does EFG belong to?
EFG is in the industry of: Finance, Banking, Securities Trading
What is EFG competition?
EFG top competitors include: Schroders, Coutts, Julius Baer, St. James's Place
What companies has EFG acquired?
EFG has acquired the companies: Quilvest, Bull Wealth, On finance, UBI Banca International
What technology does EFG use?
Some of the popular technologies that EFG uses are: Clearstream, Freshservice, Zingfit, reCAPTCHA
Who is the CFO of EFG?
EFG's CFO is Lewis Sin
What does EFG do?

EFG International AG is a global private banking group headquartered in Zurich, Switzerland, that specializes in providing wealth management, investment advisory, and private banking services to high-net-worth and ultra-high-net-worth individuals, families, and institutional clients worldwide. The company operates through a network of private banki... ng locations across Europe, Asia Pacific, the Americas, and the Middle East, offering personalized financial solutions tailored to the sophisticated needs of affluent clients. EFG International provides comprehensive wealth management services including discretionary and advisory portfolio management, investment consulting, financial planning, estate and succession planning, lombard lending, and custody services. The firm's investment approach emphasizes understanding each client's unique financial objectives, risk tolerance, and personal circumstances, delivering customized strategies that span traditional and alternative asset classes including equities, fixed income, hedge funds, private equity, and real assets. EFG International is structured as an entrepreneurial organization that combines the resources and stability of a global institution with the personalized service and flexibility characteristic of boutique private banks, often partnering with experienced banking professionals and teams who maintain close client relationships. The company has grown both organically and through strategic acquisitions of private banking businesses and teams, expanding its geographic footprint and client base while maintaining its focus on delivering independent, objective advice. EFG International adheres to Swiss banking traditions of discretion, quality, and client service while operating under rigorous regulatory standards and compliance frameworks across its international jurisdictions. As a publicly traded company listed on the SIX Swiss Exchange, EFG International positions itself as a pure-play private banking specialist serving the complex wealth management needs of ...Read More

What are EFG social media links?
EFG Linkedin page EFG Twitter page EFG Facebook page
Is EFG a public company?
Yes, EFG is a public company and is traded under the symbol EFGN
See more information about EFG

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