EFG Capital
- Company typePublic
- Founded1995
- HeadquartersMiami, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
EFG Capital firmographics
Firmographics- Name
- EFG Capital
- Legal name
- EFG International AG
- Website
- https://efgcapital.com
- Company type
- Public
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Where EFG Capital is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
EFG Capital business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Private Banking Services: Comprehensive investment, wealth and credit solutions for private and institutional clients including advisory, discretionary, and advanced investment solutions
- Asset Management: Multi-asset investment management services for private clients, institutional investors and intermediaries, including responsible investing strategies
- Wealth Services: Wealth solutions, wealth planning, and trust services for high-net-worth clients
- Banking Services: Traditional banking services for private clients
- Credit Solutions: Credit facilities and lending solutions for wealth management clients
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
EFG Capital product offering
Product offeringCore offering
EFG Capital provides private banking and asset management services to high-net-worth individuals, institutional investors, and entrepreneurs in the Americas. Core offerings include Private Banking (investment, wealth, banking, and credit solutions), Asset Management (multi-asset strategies via the New Capital brand), Wealth Services (planning, solutions, and trust services), and an Independent Asset Managers platform that provides infrastructure to external managers.
Product overview
EFG Capital operates as a private banking and asset management platform offering a comprehensive suite of financial services. The core offerings include Private Banking (with Investment Solutions, Wealth Services, Banking Services, Credit Solutions, Independent Asset Managers, and Digital Channel) and Asset Management (featuring New Capital, Investment Process, and Responsible Investing). Additional services include expert market insights through InTalks, and philanthropic initiatives via EFG Gamma Foundation and EFG Future Leaders. The platform is structured as a unified private banking service with integrated modules for investment management, wealth planning, and digital access.
Differentiator
Problem solved
Functional benefit
Brands
- Cité Gestion: Private banking services brand
- Harris Allday
- New Capital
- Shaw and Partners
Products and services
- Private Banking Comprehensive private banking offering delivering investment, wealth, and credit solutions to private and institutional clients, encompassing advisory, discretionary, and advanced investment mandates.
- Asset Management Multi-asset asset management services delivered to private clients, institutional investors, and intermediaries, including responsible investing strategies.
- Investment Solutions Suite of investment solutions comprising Advisory Solutions, Discretionary Solutions, and Advanced Investment Solutions for private banking clients.
- Wealth Services Wealth management services covering Wealth Solutions, Wealth Planning, and Trust Services for private banking clients.
- Banking Services Traditional and digital banking services delivered to private clients as part of the private banking proposition.
- Credit Solutions Credit and lending solutions designed for private banking clients, offered alongside wealth and investment services.
- Independent Asset Managers Platform and infrastructure offering that supports independent asset managers with the operational, technological, and compliance services needed to run their own client businesses.
- Digital Channel Online digital banking channel enabling private clients to access banking services remotely.
- New Capital Asset management offering delivered under the New Capital brand (including New Capital US) for EFG's asset management clients.
Quantifiable outcome
- Record AUM of 190.2 billion Swiss francs ($243 billion) as of April 2026
- +2 more outcomes
Companies that use EFG Capital
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
EFG Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
EFG Capital partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights6 records
EFG Capital competitors and assessment
Company assessmentBroad incumbents
- Coutts (NatWest Group): UK-headquartered private banking brand under NatWest serving HNW clients. Overlaps EFG in discretionary management, advisory, lending and trust capabilities but with a UK-centric footprint.
- UBS Wealth Management: Global wealth and asset management leader with HNW and UHNW coverage, post-Credit Suisse integration. A much larger incumbent operating across the same products as EFG.
- BNP Paribas Wealth Management: Wealth management division of BNP Paribas serving HNW and family offices across Europe, Asia and the Americas. A broader incumbent with a similar private-bank service spectrum.
- HSBC Private Bank: Global private banking arm of HSBC serving HNW and entrepreneur clients with cross-border wealth services. Overlapping international HNW offering but at materially larger scale.
Direct peers
- Vontobel: Zurich-listed Swiss wealth and asset manager. Comparable to EFG in size, SIX-listing, multi-asset investment capabilities and the combination of private banking with asset management.
- Lombard Odier: Swiss private bank providing wealth management, asset management and advisory to HNW families and entrepreneurs. Closely overlaps EFG in product breadth and the entrepreneur/wealth-diversification use case.
- J. Safra Sarasin: Basel-headquartered Swiss private bank with a particularly strong franchise across Latin America. The closest peer to EFG on the combination of Swiss private banking and LatAm wealth penetration.
- Julius Baer Group: Swiss-headquartered private bank serving HNW and UHNW clients globally. The closest publicly traded peer to EFG in Swiss origins, mid-cap scale, HNW client focus and product mix spanning advisory, discretionary management and lending.
- Pictet Group: Geneva-based private bank and asset manager with HNW focus, asset management integration and wealth planning services. Operates a similar multi-jurisdictional footprint and entrepreneur-client emphasis.
Emerging players
- Bank of Singapore: Asia-focused private bank (OCBC subsidiary) serving HNW clients with offshore wealth structures. Comparable cross-border HNW positioning but with geographic concentration in Asia rather than EFG's Americas/LatAm tilt.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
EFG Capital social profiles
Digital presenceEFG Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
EFG Capital leadership team
Management profileNumber of profiles
Profiles2 records
EFG Capital subsidiaries and ownership
Company hierarchySubsidiaries4 records
EFG Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EFG Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EFG Capital
What does EFG Capital do?
EFG Capital provides private banking and asset management services to high-net-worth individuals, institutional investors, and entrepreneurs in the Americas. Core offerings include Private Banking (investment, wealth, banking, and credit solutions), Asset Management (multi-asset strategies via the New Capital brand), Wealth Services (planning, solutions, and trust services), and an Independent Asset Managers platform that provides infrastructure to external managers.
Is EFG Capital a public or private company?
EFG Capital is a public company. It is classified as corporate owned and is currently operating.
When was EFG Capital founded?
EFG Capital was founded in 1995. It employs 101 to 250 people.
Where is EFG Capital based?
EFG Capital is headquartered in Miami, United States, in the North America region.
How does EFG Capital make money?
Five revenue lines are on record. Private Banking Services are the primary driver. The others are asset Management, wealth Services, banking Services and credit Solutions.
Who are EFG Capital's main competitors?
Broad incumbents on record are Coutts (NatWest Group), UBS Wealth Management, BNP Paribas Wealth Management and HSBC Private Bank. Direct peers are Vontobel, Lombard Odier, J. Safra Sarasin, Julius Baer Group and Pictet Group. Bank of Singapore is listed as an emerging player.
Does EFG Capital have an API?
No public API is recorded for EFG Capital.