Leadership Overview
EFG has 4 executives leading key functions including regional strategy, operational efficiency, and advisory services.
Committed to delivering bespoke wealth management solutions, EFG maintains a global footprint while upholding Swiss banking traditions of discretion and excellence for high-net-worth individuals.
Committed to delivering bespoke wealth management solutions, EFG maintains a global footprint while upholding Swiss banking traditions of discretion and excellence for high-net-worth individuals.
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 by aligning investment advisory services with local market dynamics. Overseeing the expansion of wealth management portfolios, the Chief Executive Officer Latin America ensures that client-centric financial solutions meet complex regulatory requirements. This leadership role involves managing cross-border teams to deliver discretionary portfolio management and estate planning services. By fostering strong relationships with institutional clients, Sanjin Mohorovic drives the firm's competitive positioning in the Americas. The Chief Executive Officer Latin America maintains rigorous compliance standards while scaling the business footprint. Through the integration of traditional and alternative asset classes, Mohorovic secures long-term financial stability for the regional client base, ensuring that EFG remains a preferred partner for sophisticated investors seeking personalized, objective financial guidance.
Ranjit Khanna - Chief Executive Officer (Dubai Advisory Office)
Ranjit Khanna, the Chief Executive Officer (Dubai Advisory Office) at EFG, leads the firm's private banking initiatives within the Middle East. Khanna architects personalized investment strategies for ultra-high-net-worth individuals, focusing on succession planning and complex asset management. Overseeing the advisory team, the Chief Executive Officer (Dubai Advisory Office) ensures that all financial solutions align with the unique objectives and risk profiles of regional clients. This leadership role involves managing client relationships and expanding the firm's presence in the Middle East through tailored investment consulting. By leveraging the firm's expertise in hedge funds and real assets, Ranjit Khanna delivers sophisticated financial outcomes. The Chief Executive Officer (Dubai Advisory Office) maintains close collaboration with global leadership to ensure consistency in service quality and regulatory compliance. Through the promotion of Swiss banking traditions, Khanna drives the growth of the firm's regional footprint, ensuring that EFG remains a trusted advisor for affluent families and institutional clients.

Robert Leighton - Regional Chief Operating Officer (Asia)
Robert Leighton, the Regional Chief Operating Officer (Asia) at EFG, manages the operational infrastructure supporting private banking activities across the Asia Pacific region. Leighton optimizes internal processes to enhance service delivery for ultra-high-net-worth individuals and institutional clients. Overseeing the execution of investment consulting and custody services, the Regional Chief Operating Officer (Asia) ensures seamless alignment between regional teams and global corporate standards. This leadership role involves streamlining lombard lending operations and improving the efficiency of financial planning workflows. By implementing robust risk management frameworks, Robert Leighton supports the firm's commitment to quality and discretion. The Regional Chief Operating Officer (Asia) coordinates with other C-suite leaders to facilitate strategic growth and market penetration. Through the application of advanced technology and operational discipline, Leighton drives the scalability of the regional business, ensuring that EFG provides consistent, high-quality wealth management services across diverse Asian markets.
Ian Atkins - Chief Operating Officer & Senior VP
Ian Atkins, the Chief Operating Officer & Senior VP at EFG, directs the firm's internal scaling and operational architecture. Atkins manages the integration of global resources to support the delivery of comprehensive wealth management services, including discretionary portfolio management and private equity offerings. Overseeing the firm's operational backbone, the Chief Operating Officer & Senior VP ensures that all business units maintain the flexibility of a boutique bank while leveraging the stability of a global institution. This leadership role involves coordinating with the Board to execute strategic acquisitions and organizational improvements. By refining internal systems, Ian Atkins enhances the firm's ability to provide customized financial solutions to affluent clients. The Chief Operating Officer & Senior VP drives efficiency across all departments, ensuring that EFG adheres to rigorous regulatory standards. Through meticulous oversight of operational workflows, Atkins supports the firm's mission to deliver independent, objective advice to a global client base.
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