Leadership Overview
EFG has 5 executives leading key functions including strategy, operations, finance, and client relations.
Driven by a commitment to client success, EFG delivers comprehensive wealth management solutions, leveraging global expertise with personalized service to meet the sophisticated needs of affluent clients worldwide.
Driven by a commitment to client success, EFG delivers comprehensive wealth management solutions, leveraging global expertise with personalized service to meet the sophisticated needs of affluent clients worldwide.
Leadership Roles at EFG
Marco Tuesta - Regional Chief Financial Officer, Efg LATAM & Senior VP
Marco Tuesta, the Regional Chief Financial Officer, Efg LATAM & Senior VP at EFG, directs financial strategy and operations for the Latin American region. Overseeing fiscal planning, budgeting, and financial reporting, Tuesta ensures robust financial health and compliance across LATAM operations. This leadership role involves close collaboration with global finance teams to align regional financial objectives with EFG's overarching institutional goals. By managing financial risks and optimizing resource allocation, Marco Tuesta directly supports the expansion and profitability of EFG's presence in key Latin American markets. The Regional Chief Financial Officer, Efg LATAM & Senior VP also guides investment analysis and financial modeling to identify growth opportunities and enhance operational efficiencies within the region, upholding Swiss banking traditions of quality and client service.
Ian Atkins - Chief Operating Officer & Senior VP
Ian Atkins, the Chief Operating Officer & Senior VP at EFG, architects operational excellence across the global private banking group. Directing day-to-day business activities, Atkins ensures seamless execution of EFG's strategic initiatives and maintains the efficiency of core banking processes. This critical role involves optimizing workflows, managing technology infrastructure, and enhancing service delivery to meet the sophisticated needs of high-net-worth clients. By fostering cross-departmental collaboration, Ian Atkins drives operational alignment with EFG's commitment to personalized financial solutions and rigorous regulatory compliance. The Chief Operating Officer & Senior VP also oversees risk management frameworks and business continuity planning, safeguarding the firm's stability and reputation. Through strategic operational enhancements, Atkins supports EFG's growth trajectory and its position as a leading global private banking specialist.
Matthew Miles - Chief Operating Officer (Fund Services)
Matthew Miles, the Chief Operating Officer (Fund Services) at EFG, spearheads the operational strategy and execution for the firm's fund services division. Overseeing the infrastructure and processes supporting investment advisory and custody services, Miles ensures the efficient and compliant delivery of solutions to institutional clients. This leadership position involves managing complex operational workflows, enhancing technological capabilities, and driving service improvements within the fund services sector. By optimizing operational frameworks, Matthew Miles directly supports EFG's capacity to provide comprehensive wealth management, including discretionary portfolio management and financial planning, across diverse asset classes. The Chief Operating Officer (Fund Services) also focuses on risk mitigation and operational resilience, reinforcing EFG's commitment to stability and client trust in its global operations.
Elsie Franklin - President
Elsie Franklin, the President at EFG, directs the overarching strategic vision and business development for the global private banking group. Leading key functions including wealth management and investment advisory, Franklin drives EFG's mission to serve high-net-worth and ultra-high-net-worth individuals, families, and institutional clients worldwide. This executive role involves fostering strong client relationships, expanding the firm's geographic footprint across Europe, Asia Pacific, the Americas, and the Middle East, and ensuring the delivery of personalized financial solutions. By championing an entrepreneurial organizational structure, Elsie Franklin combines institutional stability with boutique flexibility, often partnering with experienced banking professionals. The President also oversees strategic acquisitions and organic growth initiatives, reinforcing EFG's position as a pure-play private banking specialist committed to independent, objective advice and upholding rigorous regulatory standards.
Karla Colombo - Vice President, Chief of Staff
Karla Colombo, the Vice President, Chief of Staff at EFG, provides strategic support and operational coordination for executive leadership. Managing key projects and initiatives, Colombo ensures alignment between departmental objectives and the company's overall mission of delivering exceptional wealth management services. This role involves facilitating communication across various business units, including investment advisory and private banking operations, to enhance organizational efficiency. By streamlining processes and driving strategic planning efforts, Karla Colombo directly contributes to EFG's ability to offer tailored financial solutions to affluent clients worldwide. The Vice President, Chief of Staff also plays a crucial part in implementing corporate policies and fostering a culture that upholds Swiss banking traditions of discretion and quality, supporting the firm's global market presence.
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