EFG Asset Management

Name

EFG Asset Management

Legal name

EFG International AG

Website

https://efgam.com

Company type

Public

Founded year

1995

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL)

akta.pro secondary industries

Sustainable/ESG Equity (Active) (FSAAAIAM), ESG/Sustainable Investment Advisory (FSAEAAAJ)

Keywords

• Asset management
• Investment management
• Wealth management
• Multi-asset strategies
• Private banking

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Asset Management Fees: EFGAM generates revenue through management fees charged on assets under management. The firm manages approximately $25 billion on behalf of clients as of March 2024, providing actively managed investment products and services to private clients, institutional investors, and financial intermediaries.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

EFG Asset Management (EFGAM) is the asset management arm of EFG International, offering actively managed investment products and services spanning traditional equity and fixed income portfolios, multi-asset strategies, and alternatives strategies. Its proprietary New Capital fund range provides a full suite of investment solutions alongside Advisory Solutions, Discretionary Solutions, Advanced Investment Solutions, Wealth Solutions, Wealth Planning, and Trust Services. The firm manages approximately $25 billion in assets under management as of March 2024 on behalf of private clients, institutional investors, and financial intermediaries globally.

Product overview

EFG Asset Management (EFGAM) is the asset management arm of EFG International, offering a comprehensive suite of actively managed investment products and services. The portfolio includes the proprietary New Capital Funds (covering equities, fixed income, multi-asset, and alternatives), alongside Advisory Solutions, Discretionary Solutions, and Advanced Investment Solutions for private clients, institutional investors, and financial intermediaries. The offering is complemented by Wealth Solutions, Wealth Planning, and Trust Services, enabling a holistic approach to wealth management. EFGAM manages approximately $25 billion in assets under management as of March 2024.

Differentiator

Problem solved

Functional benefit

Brands

• New Capital: Proprietary fund range of EFG Asset Management offering equities, fixed income, multi-asset, and alternative strategies.

Products and services

• New Capital Funds Proprietary fund range developed by EFG Asset Management, offering actively managed investment strategies across equities, fixed income, multi-asset, and alternatives for private clients, institutional investors, and financial intermediaries.
• Advisory Solutions Investment advisory service providing personalized guidance and recommendations based on client objectives and risk profiles.
• Discretionary Solutions Discretionary portfolio management where investment decisions are made on behalf of clients by EFGAM's portfolio managers.
• Advanced Investment Solutions Sophisticated investment strategies designed for clients with complex requirements and higher risk tolerance.
• Wealth Solutions Comprehensive wealth management services including financial planning and advisory for private clients.
• Wealth Planning Strategic planning services to help clients achieve long-term financial goals.
• Trust Services Trust and estate planning services for wealth preservation and transfer.
• Traditional Equity Portfolios Direct equity investment strategies across global markets offered as part of EFGAM's actively managed investment product suite.
• Fixed Income Portfolios Fixed income investment solutions including bonds and other debt instruments offered as part of EFGAM's actively managed product suite.
• Multi-Asset Strategies Diversified investment strategies combining equities, fixed income, and alternative assets, leveraging EFGAM's multi-asset specialization.
• Alternatives Strategies Non-traditional investment strategies including hedge funds, private equity, and other alternative assets offered within EFGAM's product suite.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• UBS Asset Management: The global asset management division of UBS Group, offering a far broader product suite at materially larger AUM scale — serves as the dominant Swiss incumbent that EFGAM competes against in institutional and intermediary mandates.
• AllianceBernstein: Publicly listed global asset manager with active equity, fixed income, and multi-asset strategies — competes with EFGAM for institutional and intermediary distribution, particularly in US and European channels.
• Schroders: London-listed global active asset manager with multi-asset, equity, fixed income, and alternatives capabilities — comparable active-management orientation and institutional client focus, but at significantly larger scale.
• Natixis Investment Managers: French-headquartered multi-affiliate global asset manager offering active equity, fixed income, and multi-asset strategies — overlapping with EFGAM's institutional and intermediary distribution across European and Asian markets.
• Franklin Templeton: Large global asset manager offering actively managed multi-asset, equity, fixed income, and alternatives strategies — competes with EFGAM for intermediary and institutional mandates across EFGAM's operating geographies.

Direct peers

• J. Safra Sarasin Asset Management: Asset management arm of Swiss private bank J. Safra Sarasin offering discretionary mandates and active funds across asset classes — comparable parent-bank distribution model and HNW/ institutional client mix.
• GAM Investments: Swiss-listed active asset manager specializing in multi-asset, equity, fixed income, and alternatives — directly comparable in product range, client segments, and Swiss heritage, with similar mid-tier AUM profile.
• Pictet Asset Management: The asset management arm of the Pictet Group, a Geneva-based private bank offering actively managed equity, fixed income, multi-asset, and alternatives strategies — same Swiss private-banking DNA and institutional distribution model as EFGAM.
• Lombard Odier Investment Managers: Asset management arm of Geneva-based Lombard Odier, providing actively managed multi-asset, fixed income, equity, and alternative strategies through a private bank distribution network — structurally analogous to EFGAM's setup within EFG International.
• Vontobel Asset Management: Swiss-headquartered active asset manager offering multi-asset, equity, fixed income, and alternative strategies to private and institutional clients — directly comparable to EFGAM in scale, geography, and product mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/efgint
• Facebookfacebook.com/EFGInternational

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EFG Asset Management