EFG Executive and Leadership Team

Roger Castillero, the Chief Executive Officer at EFG, directs the overall strategic vision and global operations of the private banking group. Castillero oversees the execution of EFG's business strategy, ensuring alignment with the company's mission to provide sophisticated wealth management and private banking services to high-net-worth clients worldwide. This leadership role involves guiding the firm's expansion across key markets in Europe, Asia Pacific, the Americas, and the Middle East, leveraging EFG's network of private banking locations. Roger Castillero is responsible for driving sustainable growth, enhancing profitability, and maintaining the firm's reputation for discretion and quality service, adhering to rigorous regulatory standards across all jurisdictions. The Chief Executive Officer's purview includes fostering an entrepreneurial culture that combines institutional stability with boutique-level client focus, often through strategic partnerships with banking professionals and teams.

Gea Tho, the Chief Executive Officer, Singapore & SEA Region at EFG, leads the strategic direction and operational execution for EFG's private banking activities within Singapore and the broader Southeast Asian market. Tho is responsible for driving business development, expanding the client base, and ensuring the delivery of tailored wealth management and investment advisory services to affluent clients in this key growth region. This executive role involves fostering strong client relationships, managing local banking teams, and adapting global strategies to meet the specific nuances of the Southeast Asian market. Gea Tho works to enhance EFG's presence and reputation in the region, leveraging the firm's expertise in personalized financial solutions and its commitment to Swiss banking standards. The Chief Executive Officer, Singapore & SEA Region's focus is on achieving significant market penetration and revenue growth within the dynamic Asian landscape.

Lewis Sin, the Chief Financial Officer at EFG, directs the financial strategy and oversight for the global private banking group, ensuring fiscal health and sustainable growth. Sin manages all aspects of financial planning, budgeting, reporting, and capital management, providing critical insights to support strategic decision-making across EFG's international operations. This executive role involves overseeing the financial performance of the firm's wealth management, investment advisory, and private banking services offered to high-net-worth and ultra-high-net-worth clients worldwide. Lewis Sin is responsible for maintaining strong relationships with investors and regulatory bodies, ensuring compliance with financial regulations in all operating regions, including Europe, Asia Pacific, the Americas, and the Middle East. The Chief Financial Officer's leadership ensures EFG's financial stability and its capacity to invest in strategic initiatives and acquisitions that expand its geographic footprint and client base.

Marco Tuesta, the Regional Chief Financial Officer, Efg LATAM & Senior VP at EFG, directs the financial operations and strategic financial planning for the Latin American region, ensuring robust fiscal management and growth. Tuesta oversees all financial activities, including budgeting, forecasting, and financial reporting, tailored to the specific market dynamics of LATAM, supporting EFG's wealth management and private banking services for affluent clients in the area. This executive role involves collaborating with regional business leaders to identify financial opportunities and mitigate risks, ensuring compliance with local and international financial regulations. Marco Tuesta's leadership is crucial for optimizing financial performance and resource allocation across EFG's Latin American operations. The Regional Chief Financial Officer, Efg LATAM & Senior VP's expertise ensures the financial integrity and strategic financial direction necessary for expanding EFG's market presence and client base in the region.

Rehan Patel, the Chief Operating Officer at EFG, manages the day-to-day operational efficiency and infrastructure supporting the firm's global private banking activities. Patel oversees the execution of operational strategies, ensuring seamless delivery of services including discretionary and advisory portfolio management, financial planning, and custody services across EFG's international jurisdictions. This leadership position involves optimizing business processes, enhancing technological capabilities, and ensuring robust compliance frameworks are maintained throughout Europe, Asia Pacific, the Americas, and the Middle East. Rehan Patel drives initiatives to improve operational scalability and cost-effectiveness, supporting the firm's growth trajectory and its commitment to Swiss banking traditions of quality and client service. The Chief Operating Officer's role is critical in maintaining the firm's operational integrity and its ability to provide flexible, personalized financial solutions to its affluent client base.

Scherpenisse Mauricio, the Chief Revenue Officer at EFG, spearheads initiatives focused on driving revenue growth and optimizing client acquisition strategies across the global private banking network. Mauricio directs the commercial teams, ensuring the effective delivery of wealth management, investment advisory, and private banking services to affluent individuals, families, and institutional clients. This executive's responsibilities include developing and implementing innovative sales strategies, enhancing client retention, and expanding market share in established and emerging regions. Scherpenisse Mauricio works closely with regional leadership to identify new business opportunities and ensure that EFG's personalized financial solutions meet the sophisticated needs of its clientele. The Chief Revenue Officer's focus is on maximizing the firm's commercial performance by fostering strong client relationships and aligning revenue-generating activities with the company's overall strategic objectives.

Karla Colombo, the Vice President, Chief of Staff at EFG, provides strategic support and operational coordination across key executive functions, facilitating the efficient execution of the company's global private banking strategy. Colombo works closely with the Chief Executive Officer and other senior leaders to drive critical initiatives, manage cross-functional projects, and enhance internal communication and alignment. This role involves streamlining operational processes, preparing executive-level reports, and ensuring that strategic priorities are effectively translated into actionable plans across EFG's international network. Karla Colombo plays a pivotal part in optimizing the effectiveness of the executive team and supporting the firm's commitment to delivering personalized wealth management solutions. The Vice President, Chief of Staff's contributions are essential for maintaining organizational agility and driving the firm's growth objectives in competitive global markets.