Leadership Overview
EFG has 7 executives leading key functions including regional operations, global banking strategy, fund services, financial oversight, private banking, executive administration, and corporate leadership.
Committed to delivering bespoke wealth management solutions, EFG maintains a global standard of excellence by providing sophisticated investment advisory and private banking services to high-net-worth individuals across diverse international markets.
Committed to delivering bespoke wealth management solutions, EFG maintains a global standard of excellence by providing sophisticated investment advisory and private banking services to high-net-worth individuals across diverse international markets.
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, manages the financial health and fiscal strategy for the Latin American division. Tuesta oversees capital allocation, budgeting, and financial reporting, ensuring that regional operations remain profitable and compliant with international standards. As the Regional Chief Financial Officer, Efg LATAM & Senior VP, the executive monitors market trends to inform investment advisory decisions and wealth management strategies tailored to the region. This role involves close collaboration with global leadership to ensure that regional financial performance supports the firm's long-term growth objectives. Marco Tuesta drives the implementation of rigorous financial controls, mitigating risk while fostering sustainable expansion across the Americas. By optimizing the financial structure of the regional business, the Regional Chief Financial Officer, Efg LATAM & Senior VP enables the delivery of high-quality, personalized financial solutions. Ultimately, Tuesta secures the financial stability of the firm's operations within this critical market.
Robert Leighton - Regional Chief Operating Officer (Asia)
Robert Leighton, the Regional Chief Operating Officer (Asia) at EFG, directs all operational workflows across the Asia Pacific region. Leighton manages the integration of private banking services, ensuring that wealth management solutions meet the complex requirements of ultra-high-net-worth clients. By optimizing regional infrastructure, the Regional Chief Operating Officer (Asia) enhances service delivery and maintains rigorous compliance with local regulatory frameworks. This leadership role involves coordinating with global teams to align regional growth strategies with the broader institutional objectives of the firm. Robert Leighton drives efficiency in client onboarding and portfolio management processes, fostering a culture of operational excellence. Through the implementation of advanced digital tools and streamlined administrative protocols, the Regional Chief Operating Officer (Asia) supports the expansion of the client base. Ultimately, Leighton secures the competitive position of the bank within the dynamic Asian financial landscape while upholding the core values of discretion and quality.
Ian Atkins - Chief Operating Officer & Senior VP
Ian Atkins, the Chief Operating Officer & Senior VP at EFG, oversees the global operational architecture of the private banking group. Atkins manages the intersection of investment advisory services and institutional stability, ensuring that internal processes support the delivery of customized financial solutions. As the Chief Operating Officer & Senior VP, the executive monitors the performance of cross-border banking operations, driving improvements in efficiency and risk management. This role requires constant collaboration with the board to refine the strategic direction of the firm. Ian Atkins executes initiatives that integrate traditional Swiss banking standards with modern technological advancements, facilitating seamless service for high-net-worth individuals. By supervising the implementation of comprehensive wealth management frameworks, the Chief Operating Officer & Senior VP maintains the integrity of the firm's global operations. Ultimately, Atkins ensures that the organization remains agile and responsive to the evolving needs of affluent clients worldwide.
Matthew Miles - Chief Operating Officer (Fund Services)
Matthew Miles, the Chief Operating Officer (Fund Services) at EFG, directs the operational strategy for the firm's specialized fund services division. Miles manages the lifecycle of alternative asset classes, including hedge funds and private equity, ensuring that investment consulting and custody services remain robust. As the Chief Operating Officer (Fund Services), the executive oversees the technical infrastructure required to support complex portfolio management for institutional clients. This leadership role involves refining the operational workflows that govern asset allocation and reporting, thereby enhancing the transparency and reliability of the firm's investment offerings. Matthew Miles drives the development of scalable systems that accommodate the sophisticated needs of ultra-high-net-worth families. By coordinating with investment teams, the Chief Operating Officer (Fund Services) ensures that all fund-related activities align with the firm's broader commitment to independent, objective advice. Ultimately, Miles strengthens the firm's market position through operational precision and service excellence.
Diego Fierro - Regional Chief Operating Officer, Private Bank
Diego Fierro, the Regional Chief Operating Officer, Private Bank at EFG, directs the day-to-day operational activities of the private banking segment. Fierro manages the delivery of discretionary and advisory portfolio management services, ensuring that client interactions remain seamless and efficient. As the Regional Chief Operating Officer, Private Bank, the executive oversees the integration of estate and succession planning tools into the firm's service offerings. This leadership role involves streamlining the client experience by coordinating with relationship managers and investment consultants. Diego Fierro drives the adoption of standardized operational procedures that uphold the firm's reputation for discretion and quality. By focusing on the operational needs of high-net-worth individuals, the Regional Chief Operating Officer, Private Bank ensures that the firm's boutique service model remains scalable. Ultimately, Fierro supports the firm's growth by maintaining high standards of service delivery and operational excellence across the private banking network.
Elsie Franklin - President
Elsie Franklin, the President at EFG, directs the overall strategic vision and market positioning of the global private banking group. Franklin oversees the firm's expansion efforts, including organic growth and strategic acquisitions, ensuring that the organization maintains its status as a pure-play private banking specialist. As the President, the executive leads the development of comprehensive wealth management strategies that span traditional and alternative asset classes. This leadership role involves fostering relationships with key institutional clients and ensuring that the firm's entrepreneurial spirit remains a core component of the business model. Elsie Franklin drives the commitment to Swiss banking traditions, emphasizing discretion, quality, and personalized service. By guiding the firm through complex regulatory environments, the President ensures that the organization continues to deliver independent, objective advice to ultra-high-net-worth individuals. Ultimately, Franklin secures the long-term stability and growth of the firm, reinforcing its position as a leader in the global financial industry.
Karla Colombo - Vice President, Chief of Staff
Karla Colombo, the Vice President, Chief of Staff at EFG, coordinates the strategic initiatives and administrative functions of the executive office. Colombo manages the flow of information between the board and the various business units, ensuring that corporate objectives remain clear and actionable. As the Vice President, Chief of Staff, the executive facilitates cross-departmental collaboration, driving the execution of firm-wide projects that enhance wealth management capabilities. This role involves overseeing the implementation of organizational policies and ensuring that the firm's entrepreneurial culture remains intact during periods of growth. Karla Colombo drives the alignment of internal resources with the firm's mission to provide independent, objective advice to affluent clients. By managing the executive agenda, the Vice President, Chief of Staff enables the leadership team to focus on long-term strategic goals. Ultimately, Colombo ensures that the organization operates with cohesion and efficiency, supporting the firm's commitment to excellence.
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