EFG International AG

Overview

EFG International AG (EFG International) provides a range of private banking services to HNWIs (HNWIs have a net worth of US$1 million or more, excluding their primary residence), ultra-high-net-worth individuals (UHNWIs have a net worth of US$30 million or more, excluding their primary residence), wealthy families, corporate, private foundations, and trusts. Key products and services offered by the bank include accounts and cards, financing solutions, investment funds, structured products, alternative investments, pension plans, and trading services. It offers fund services such as fund administration, domiciliation, custody, and net asset value reporting services. The bank also offers wealth planning, art advisory, foreign exchange, treasury and client reporting services. EFG International is headquartered in Zurich, Switzerland.
Key Stats
Address
Bleicherweg 8, ZUERICH, Switzerland
Headquarters

Switzerland

Contact

41 44 2261850

No of Employees

3,110

Industry

Financial Services

Ticker Symbol & Exchange​

EFGN [SWF]

Revenue (2020)

$1,583 m

-6.4% (2020 vs 2019)
Net Income (2020)

$123 m

29.7% (2020 vs 2019)
Net Profit Margin

8 %

38.6% (2020 vs 2019)
Market Cap *

$2,294 m

EPS *

$0.4

  *Note: Ratios based on the share price as of 8-September-2021, in absolute numbers and US$.

Peer Comparison

Key Parameters EFG International AGJulius BaerBanca Generali SpABanque Cantonale Vaudoise
Key Information
Headquarters Switzerland Switzerland Italy Switzerland
Headquarter City ZUERICH ZUERICH TRIESTE LAUSANNE
Headquarter State/Province - - - -
No. of Employees 3,110 6,667 988 1,940
Entity Type Public Public Public Public

Products & Services

EFG International is a private banking service provider based in Switzerland. Key products and services offered by the bank include the following:

Products
  • Investment Funds
  • Structured Products
  • Alternative Investments
  • Vitae Eget Libero
  • Vitae Eget Libero
  • Vitae Eget Libero
  • Vitae Eget Libero
  • Vitae Eget Libero
  • Vitae Eget Libero
Services
  • Advisory
  • Third Party Fund Selection
  • Trading
  • Etiam Rutrum Elit
  • Etiam Rutrum Elit
  • Etiam Rutrum Elit
  • Etiam Rutrum Elit
  • Etiam Rutrum Elit
  • Etiam Rutrum Elit
  • Etiam Rutrum Elit
Key Financial Charts
Sales Growth
Operating Margin
Net Income Growth
EPS (Earnings per Share)
Debt to Equity Ratio
Return on Assets

Employees

Name Position Board Since Age Biography
Enrico Piotto Chief Risk Officer Senior Management 2021 - Mr. Enrico Piotto has been the Chief Risk Officer of the company since 2021. Previously, he has served as Head...
Giorgio Pradelli Chief Executive Officer Senior Management 2018 52 Mr. Giorgio Pradelli has been the Chief Executive Officer of the bank since January 2018. Prior to this, he served...
Dimitris Politis Chief Financial Officer Senior Management 2018 48 Mr. Dimitris Politis has been the Chief Financial Officer of the bank since January 2018. Prior to this, he served...
Mark Bagnall Chief Technology Officer Senior Management 2018 52 Mr. Mark Bagnall has been the Chief Technology Officer of the bank since January 2018. Prior to this, he served...
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History

Year Event Description
2021 Contracts/Agreements In April, the company and Asesores y Gestores Financieros S.A. (A&G) entered into an agreement,…
2020 Contracts/Agreements In October, the company's EFG Bank entered into a partnership with Hashtacs to develop a…
2020 Contracts/Agreements In October, the Bank entered into a partnership with Hashtacs to develop a blockchain platform.
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2019 Quis autem vel Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam
2017 Quis autem vel Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam

Locations


BSI Monaco SAM

Address

Le St. Michel, 1, Av. St. Michel
Monaco

Telephone

377 92168989

Website

www.mc.bsibank.com
BSI Bank (Panama) S.A.

Address

Torre Generali Piso 14, Ave. Samuel Lewis y Calle 54
Panama

Telephone

507 366 9800

BSI Europe S.A.

Address

Via Turati, 9, Milan
Italy

Telephone

39 02 7222271

Website

www.bsieurope.it
EFG Bank von Ernst AG

Address

Egertastrasse 10, Vaduz
Liechtenstein

Telephone

423 265 5353

Website

www.efgbankvonernst.com
EFG Bank & Trust (Bahamas) Limited

Address

Centre of Commerce, 2nd Floor, 1, Bay Street, P.O. Box SS-6289, Nassau
Bahamas

Telephone

1 242 502 5400

EOS Servizi Fiduciari SpA

Address

Via Montebello, 39, Milan
Italy

Telephone

39 02 63696220

Shaw and Partners Limited

Address

Level 15, 60 Castlereagh Street, Sydney
Australia

Telephone

61 2 9238 1238

Website

www.shawandpartners.com.au
EFG Asset Management (UK) Limited.

Address

Leconfield House, Curzon Street, England, London
United Kingdom

Telephone

44  - 2074919111

Website

www.efgam.com

Deals

Number of Deals
Deal Value (US$ m)

Latest Deals

Announced Date Headline Deal Type Acquirers / Investors / Surviving Entity Issuer / partner / Target
04 Jun 2021 Cholet Dupont Acquires 100% Stake in Oudart from EFG International Acquisition Cholet Dupont S.A. Oudart SA, Paris
19 Apr 2021 EFG International to Sell Minority Stake in Asesores Y Gestores Financieros (A&G) to Management Team Acquisition Asesores Y Gestores Financieros SA - Management Team Asesores Y Gestores Financieros
30 Sep 2020 Banca dello Stato del (BancaStato) to Acquire Retail Business Lines from EFG International Asset Transaction Banca dello Stato del Cantone Ticino EFG International AG
10 May 2019 Lorem ipsum dolor sit amet, consectetur adipiscing elit Eiusmod Tempor Exercitation cillum velit
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31 Mar 2017 Lorem ipsum dolor sit amet, consectetur adipiscing elit Eiusmod Tempor Exercitation cillum velit

Jobs Overview

21

Active Jobs

0

Posted

0

Closed

Job Trends

Latest Jobs

Job title Company Country
Structured Products – 6 months Internship EFG International AG Switzerland
Structured Products Specialist EFG International AG Switzerland
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