Leadership Overview
EFG has 8 executives leading key functions including strategy, finance, operations, revenue, chief of staff, regional leadership, and market management.
Driven by a commitment to client success, EFG is dedicated to delivering bespoke wealth management solutions and fostering long-term client relationships through a global network of private banking professionals.
Driven by a commitment to client success, EFG is dedicated to delivering bespoke wealth management solutions and fostering long-term client relationships through a global network of private banking professionals.
Leadership Roles at EFG
Roger Castillero - Chief Executive Officer
Roger Castillero, the Chief Executive Officer at EFG, directs the overall strategic vision and operational execution for the global private banking group. Castillero oversees the integration of wealth management, investment advisory, and private banking services, ensuring alignment with the company's mission to serve high-net-worth and ultra-high-net-worth individuals worldwide. This leadership role involves driving growth initiatives across all geographic regions, including Europe, Asia Pacific, the Americas, and the Middle East, while upholding Swiss banking traditions of discretion and quality. Roger Castillero guides the firm's expansion strategies, which include both organic development and strategic acquisitions, to enhance its market position as a pure-play private banking specialist. The Chief Executive Officer ensures that EFG's entrepreneurial structure effectively combines global institutional resources with the personalized service expected by affluent clients, maintaining rigorous regulatory compliance across all operational jurisdictions.
Sanjin Mohorovic - Chief Executive Officer Latin America
Sanjin Mohorovic, the Chief Executive Officer Latin America at EFG, directs the strategic growth and operational management of the private banking group's activities within the Latin American region. Mohorovic oversees the delivery of comprehensive wealth management, investment advisory, and private banking services tailored to the specific needs of high-net-worth and ultra-high-net-worth clients across South America. This leadership role involves expanding EFG's market presence, fostering client relationships, and ensuring adherence to both local regulatory requirements and the firm's global standards of Swiss banking excellence. Sanjin Mohorovic drives initiatives to enhance client service and product offerings, leveraging EFG's global resources while maintaining a localized approach. The Chief Executive Officer Latin America is instrumental in strengthening EFG's position as a leading independent private bank within this key growth market.
Gea Tho - Chief Executive Officer, Singapore & SEA Region
Gea Tho, the Chief Executive Officer, Singapore & SEA Region at EFG, leads the strategic development and operational oversight of the private banking group's business across Singapore and the Southeast Asian region. Tho is responsible for expanding EFG's market share by delivering tailored wealth management, investment advisory, and private banking solutions to high-net-worth and ultra-high-net-worth individuals and families in this dynamic area. This leadership position involves cultivating strong client relationships, managing regional teams, and ensuring compliance with local financial regulations while upholding EFG's global standards. Gea Tho drives initiatives to enhance service offerings and operational excellence, contributing to the firm's growth trajectory in Asia Pacific. The Chief Executive Officer, Singapore & SEA Region is pivotal in reinforcing EFG's reputation as a trusted, independent private banking specialist in the region.
Lewis Sin - Chief Financial Officer
Lewis Sin, the Chief Financial Officer at EFG, manages the financial health and strategic fiscal planning for the global private banking group. Sin oversees all financial operations, including accounting, treasury, capital management, and financial reporting, ensuring robust fiscal discipline and compliance with international regulatory standards. This role is critical in supporting EFG's growth objectives, both organically and through acquisitions, by providing financial insights and managing investment portfolios. Lewis Sin directs the financial strategy to maintain the stability and profitability of the firm, which operates across Europe, Asia Pacific, the Americas, and the Middle East. The Chief Financial Officer ensures that financial resources are allocated effectively to support the delivery of personalized wealth management and investment advisory services to affluent clients worldwide, reinforcing EFG's position as a leading independent private bank.
Marco Tuesta - Regional Chief Financial Officer, Efg LATAM & Senior VP
Marco Tuesta, the Regional Chief Financial Officer, Efg LATAM & Senior VP at EFG, manages the financial operations and fiscal strategy for the Latin American region. Tuesta oversees financial planning, reporting, treasury, and capital management, ensuring robust financial performance and compliance with regional and global regulatory frameworks. This role is critical in supporting the strategic objectives of EFG's private banking and wealth management services for affluent clients in Latin America. Marco Tuesta provides essential financial insights to drive business growth and operational efficiency within the region. The Regional Chief Financial Officer, Efg LATAM & Senior VP plays a vital part in maintaining the financial integrity and profitability of EFG's operations, reinforcing its commitment to delivering independent, objective advice and personalized financial solutions across South America.
Rehan Patel - Chief Operating Officer
Rehan Patel, the Chief Operating Officer at EFG, directs the operational efficiency and service delivery across the global private banking network. Patel oversees the day-to-day business operations, technology infrastructure, and process optimization, ensuring seamless execution of wealth management, investment advisory, and private banking services. This leadership position is vital for maintaining the firm's commitment to personalized client service while managing a complex international footprint spanning Europe, Asia Pacific, the Americas, and the Middle East. Rehan Patel drives initiatives to enhance operational scalability and client experience, aligning technology investments with business objectives. The Chief Operating Officer ensures that EFG's operational framework supports its entrepreneurial culture and adherence to rigorous Swiss banking standards and global regulatory requirements, facilitating the firm's growth and client retention.
Scherpenisse Mauricio - Chief Revenue Officer
Scherpenisse Mauricio, the Chief Revenue Officer at EFG, spearheads revenue generation and client acquisition strategies for the global private banking group. Mauricio focuses on maximizing income streams from wealth management, investment advisory, and private banking services offered to high-net-worth and ultra-high-net-worth clients worldwide. This role involves developing and executing commercial strategies across EFG's international network in Europe, Asia Pacific, the Americas, and the Middle East. Scherpenisse Mauricio oversees sales performance, client relationship management, and the expansion of service offerings to meet sophisticated client needs. The Chief Revenue Officer plays a key part in driving the firm's growth through both organic client development and the integration of acquired banking businesses, ensuring EFG's continued success as a pure-play private banking specialist.
Karla Colombo - Vice President, Chief of Staff
Karla Colombo, the Vice President, Chief of Staff at EFG, provides strategic support and operational coordination for the executive leadership team. Colombo facilitates the execution of key initiatives, manages cross-functional projects, and ensures effective communication across the global private banking group. This role is integral to optimizing the strategic direction and operational effectiveness of EFG's wealth management and investment advisory services. Karla Colombo supports the Chief Executive Officer in driving the firm's agenda, enhancing organizational efficiency, and ensuring alignment with the company's mission to serve affluent clients worldwide. The Vice President, Chief of Staff plays a crucial part in maintaining EFG's entrepreneurial spirit while upholding rigorous standards of service and compliance across its international operations in Europe, Asia Pacific, the Americas, and the Middle East.
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