Leadership Overview
EFG has 7 executives leading key functions including regional strategy, operational oversight, and specialized advisory services.
Committed to delivering bespoke wealth management solutions, EFG maintains a global reputation for excellence by combining Swiss banking traditions with an entrepreneurial approach to serving high-net-worth individuals and institutional clients across diverse international markets.
Committed to delivering bespoke wealth management solutions, EFG maintains a global reputation for excellence by combining Swiss banking traditions with an entrepreneurial approach to serving high-net-worth individuals and institutional clients across diverse international markets.
Leadership Roles at EFG
Sanjin Mohorovic - Chief Executive Officer Latin America
Sanjin Mohorovic, the Chief Executive Officer Latin America at EFG, directs all private banking operations across the region. Mohorovic architects growth strategies for high-net-worth individuals, ensuring alignment with the broader wealth management objectives of the firm. By overseeing regional market expansion and client acquisition, the Chief Executive Officer Latin America secures a competitive position within the complex financial landscape of the Americas. This leadership role involves managing relationships with institutional partners and maintaining rigorous compliance standards consistent with Swiss banking traditions. Sanjin Mohorovic drives the delivery of customized investment solutions, including discretionary portfolio management and estate planning, to meet the sophisticated needs of affluent clients. Through the optimization of regional service delivery, the Chief Executive Officer Latin America enhances the overall client experience. Ultimately, Mohorovic strengthens the market presence of the firm by fostering long-term financial stability and growth across the Latin American territory.
Ranjit Khanna - Chief Executive Officer (Dubai Advisory Office)
Ranjit Khanna, the Chief Executive Officer (Dubai Advisory Office) at EFG, directs the firm's private banking and advisory operations within the Middle East. Khanna architects the regional strategy for wealth management, focusing on the unique financial requirements of ultra-high-net-worth individuals and families. By overseeing the delivery of investment consulting and estate planning services, the Chief Executive Officer (Dubai Advisory Office) ensures that the firm maintains its standard of excellence in a key growth market. This leadership role involves fostering deep client relationships and navigating the regulatory landscape of the region. Ranjit Khanna drives the implementation of customized financial solutions that span traditional and alternative asset classes. Through the coordination of local banking teams, the Chief Executive Officer (Dubai Advisory Office) supports the firm's global mission of providing independent, objective advice. Ultimately, Khanna strengthens the firm's presence in the Middle East, ensuring long-term success and client trust.

Diego Fierro - Regional Chief Operating Officer, Private Bank
Diego Fierro, the Regional Chief Operating Officer, Private Bank at EFG, manages the operational infrastructure supporting private banking activities. Fierro executes efficiency initiatives that streamline investment advisory and wealth management processes for affluent clients. By coordinating with regional leadership, the Regional Chief Operating Officer, Private Bank ensures that internal systems support the delivery of complex financial solutions, such as lombard lending and custody services. This role involves overseeing the integration of new banking teams and maintaining the operational agility characteristic of a boutique private bank. Diego Fierro drives the implementation of robust risk management frameworks, ensuring adherence to international regulatory standards. Through the continuous improvement of operational workflows, the Regional Chief Operating Officer, Private Bank supports the firm's commitment to quality and discretion. Ultimately, Fierro optimizes the internal resource allocation necessary to sustain the high-touch service model required by ultra-high-net-worth individuals.
Robert Leighton - Regional Chief Operating Officer (Asia)
Robert Leighton, the Regional Chief Operating Officer (Asia) at EFG, directs the operational framework for the Asia Pacific market. Leighton architects scalable processes that facilitate the delivery of investment consulting and wealth management services to a diverse client base. By overseeing the regional infrastructure, the Regional Chief Operating Officer (Asia) ensures that the firm maintains its competitive edge in a fast-paced financial environment. This leadership role involves managing the intersection of traditional asset classes and alternative investments, including private equity and hedge funds. Robert Leighton drives the execution of strategic initiatives that enhance client service quality while upholding strict compliance protocols. Through the coordination of regional banking teams, the Regional Chief Operating Officer (Asia) supports the firm's objective of providing independent, objective advice. Ultimately, Leighton secures the operational integrity of the business, enabling the firm to meet the complex financial goals of clients across the Asia Pacific region.
Ian Atkins - Chief Operating Officer & Senior VP
Ian Atkins, the Chief Operating Officer & Senior VP at EFG, oversees the global operational strategy and corporate efficiency. Atkins architects the systems that support the firm's comprehensive wealth management services, ensuring seamless execution across all international jurisdictions. By managing the intersection of technology and banking operations, the Chief Operating Officer & Senior VP drives the firm's ability to provide personalized financial solutions at scale. This leadership role involves collaborating with the Board to align operational capabilities with long-term strategic goals. Ian Atkins executes initiatives that maintain the firm's reputation for discretion and quality while navigating complex regulatory frameworks. Through the oversight of global business processes, the Chief Operating Officer & Senior VP ensures that the organization remains agile and responsive to market shifts. Ultimately, Atkins strengthens the firm's foundation, enabling the delivery of superior investment advisory services to high-net-worth individuals worldwide.
Matthew Miles - Chief Operating Officer (Fund Services)
Matthew Miles, the Chief Operating Officer (Fund Services) at EFG, directs the operational management of the firm's fund services division. Miles architects the infrastructure required to support complex investment vehicles, including hedge funds and private equity structures. By overseeing the administration and custody services for these assets, the Chief Operating Officer (Fund Services) ensures that the firm meets the sophisticated needs of institutional clients. This leadership role involves managing the technical aspects of fund reporting and compliance, ensuring transparency and accuracy in all financial disclosures. Matthew Miles drives the integration of new fund products into the firm's existing wealth management ecosystem. Through the continuous refinement of operational procedures, the Chief Operating Officer (Fund Services) supports the firm's commitment to delivering customized investment strategies. Ultimately, Miles secures the operational excellence of the fund services unit, contributing to the overall stability and reputation of the firm.
Karla Colombo - Vice President, Chief of Staff
Karla Colombo, the Vice President, Chief of Staff at EFG, coordinates strategic initiatives and facilitates communication across the executive leadership team. Colombo architects the internal processes that allow the firm to maintain its entrepreneurial spirit while operating as a global institution. By overseeing the execution of key corporate projects, the Vice President, Chief of Staff ensures that all departments remain aligned with the overarching mission of providing bespoke wealth management. This role involves managing the flow of information to the Board and supporting the implementation of firm-wide policies. Karla Colombo drives the optimization of organizational performance, ensuring that resources are directed toward the most critical client-facing activities. Through the management of cross-functional collaboration, the Vice President, Chief of Staff enhances the firm's ability to deliver consistent, high-quality service. Ultimately, Colombo supports the strategic vision of the firm, ensuring that all operational efforts contribute to long-term growth and client satisfaction.
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