Entrepreneurial thinking. Private banking.

Transcription

1 Entrepreneurial thinking. Private banking.

2 Giorgio Pradelli Chief Executive Officer of EFG International

3 Building strong relationships Welcome to EFG A strong relationship requires strong partners who think and act according to shared views and values and who display just the right degree of flexibility. At EFG, we are pleased to be your partner for all your private banking needs and to be able to build a long-term relationship with you. As one of the largest Swiss private banks with a global presence, we have both the capabilities and the stability needed to provide you with effective support so that you can achieve your financial goals. Following the combination of EFG and BSI, we have a solid platform that enables us to partner with you even more effectively. We believe that providing comprehensive, first-class expertise is the quintessence of our role as a Swiss bank. The fact that our experienced Client Relationship Officers are always at your side with their agile, entrepreneurial approach is a further hallmark of our offering. At EFG, we are there for you, whenever and wherever you need us. We think ahead to ensure that the next steps we take always lead in the right direction just as you would expect in a relationship founded on trust and mutual understanding. An entrepreneurial spirit has shaped EFG and our employees ever since the bank was established. This spirit gives our client relationships the necessary momentum so that we can find the right solutions for you in a swift and straightforward manner. In other words: Entrepreneurial thinking. Private banking. Giorgio Pradelli Chief Executive Officer of EFG International Entrepreneurial thinking. Private banking. 3

4 Always moving in step with you to meet your financial needs.

5 A reliable partner EFG symbolizes a new world of private banking we are a financial partner that offers security and solidity. Based on our entrepreneurial approach, we think and act with a combination of agility and reliability. In Switzerland and around the globe As one of the largest Swiss private banks, we have a presence in international financial centres and growth markets: Headquartered in Zurich, with key hubs in Geneva and Lugano Around 40 locations in Europe, Asia and North and Latin America, as well as in the Middle East Approx. 3,400 1 employees worldwide, including Client Relationship Officers CHF billion of assets under management Listed on the SIX Swiss Exchange Solid foundations Our bank has a solid and liquid balance sheet. We are one of the best-capitalized Swiss private banks and are committed to pursuing a conservative risk management approach. In addition, we benefit from a stable shareholder structure. EFG International s largest shareholders are EFG Bank European Financial Group (44.2% stake) 2 and BTG Pactual (30.0%) 2. A history of entrepreneurship EFG has a history of entrepreneurship that dates back to when it was established. A former start-up, it has grown and developed into a global bank. A key driver of this success is the fact that our Client Relationship Officers have always viewed themselves as entrepreneurs who are here to serve our clients. They are passionate about cultivating longterm relationships that are founded on trust and they offer hands-on solutions. This approach is one of the hallmarks of EFG and our understanding of private banking making us a reliable partner to our clients. 1995: Establishment of the bank in Zurich by two entrepreneurs with a wealth of experience in Swiss private banking Geographical expansion follows as a result of organic growth and acquisitions 2005: Listing on the SIX Swiss Exchange 2016: Combination with BSI, one of Switzerland s oldest banks (founded in 1873 in Lugano) that has a strong tradition of Swiss private banking and a broad international network 1 As of 31 October As of 31 December 2016 Entrepreneurial thinking. Private banking. 5

6 The right solutions At EFG, we focus on building successful long-term relationships. Developing effective solutions is a logical consequence of this our clients can count on it. Your goals our priorities Our clients always come first at EFG. Your personal Client Relationship Officer is with you every step of the way when it comes to analyzing specific questions, seeing the bigger picture or considering financial opportunities and risks. Our goal is always to obtain a clear understanding of your needs and to work with you to define long-term objectives so that we can offer you optimal advice and respond rapidly and effectively, even if circumstances were to change suddenly. Your needs our services Solution-driven: This is the term that best describes EFG s offering. We favour an open platform architecture and refrain from using standardized products or setting sales targets for our own products. In this way, you receive the right solutions for you and your profile. Our broad spectrum of products and services includes: Your bank our capabilities Private banking is our core business we offer you marketspecific advice with local knowhow and have global units that are focused on investment solutions and trading: Investment Solutions: All asset management activities such as those for actively managed investment solutions, ranging from equity and fixed income portfolios to multi-asset strategies are conducted on this group-wide platform. In addition, Investment Solutions provides guidance for advisory mandates and works closely with Client Relationship Officers on specific investment solutions. Global Markets: Our globally diversified trading business supplies services for sophisticated private clients, institutional clients and external asset managers. Investment solutions: With our discretionary mandates, strategies that correspond to your investment objectives and risk profile are implemented in a disciplined investment process. Our advisory mandates are managed in a way that gives you access to our specialists and their recommendations when reaching your own investment decisions. Wealth solutions: When structuring, protecting and growing your wealth and that of your family, our own in-house experts and a network of external specialists are here to support you. They develop solutions to meet your needs from corporate finance or succession planning to retirement provision. Financing solutions: We offer a range of financing facilities that can be used to construct investment portfolios. In selected markets, we provide real estate financing in addition to our private banking services. 6 Entrepreneurial thinking. Private banking.

7 Our solutions don t start with numbers they begin with you.

8 At EFG, private banking is all about hands-on banking.

9 A shared understanding At EFG, we take a hands-on approach to private banking because we want to play a decisive role in the realization of your ideas. Can-do mentality The can-do mentality that has shaped EFG ever since it was founded also reflects the philosophy that prevails in today s world of private banking. Against a backdrop of rapidly evolving economic and market conditions, strategies and scenarios in wealth management need to be continuously reviewed and challenged. As a result, more and more clients consider it important to have a pragmatic and straightforward banking partner here at EFG, we understand you. We stay alert so that you stay on course With our entrepreneurial spirit, we offer you a unique private banking experience. We carefully monitor developments as part of our role as a reliable partner. And we act decisively so that you remain on course to reach your long-term objectives. Experience for every stage of life The advice we offer you reflects our commitment to being your long-term private banking partner. Our Client Relationship Officers stay with EFG for a long time by industry standards. Our shared experience and the expertise we have gained over the years provide us with the necessary basis to support you successfully in all wealth-related matters through every stage of life in a professional, personal and family context. Entrepreneurial thinking. Private banking. 9

10 Multi-faceted approach EFG offers clients comprehensive private banking and because life is multi-faceted, our commitments also go beyond banking. Shared interests and values Music, art, sport and social commitments: We consider many facets of life and society to be both fascinating and important. EFG supports a variety of partners in society. We believe that by also sharing our interests and values with you, our clients, and finding out what is important to you, we can foster mutual understanding. ARNAUD CORNILLEAU / ACO. NICOLAS Classic Cars Vintage car races attract collectors, drivers and fans. EFG shares this passion and, since 2008, has been one of the main sponsors of the Le Mans Classic which is among the world s leading classic car events and has an international following. We support other selected vintage car events and EFG is an official partner to the Rising Stars Programme run by the British Racing Drivers Club. 10 Entrepreneurial thinking. Private banking.

11 RIGHT TO PLAY SOUTHBANK SINFONIA Right To Play Using employee donations, EFG provides targeted support for projects run by Right To Play. This international organization is active in 18 countries and uses sports activities and play to promote the physical, emotional and social development of children affected by conflict, poverty or illness. Right To Play also provides training for teachers and volunteers. Southbank Sinfonia EFG has been the principal partner of the Southbank Sinfonia since This unique orchestra provides young musicians with a springboard into the orchestral profession. Each year, 32 graduate musicians are given the opportunity to spend 9 months playing with the orchestra and performing in order to gain valuable professional experience. EMILE HOLBA PEGGY GUGGENHEIM COLLECTION, VENICE. PH. MATTEO DE FINA EFG London Jazz Festival EFG has been the title sponsor of the EFG London Jazz Festival since 2013 and was co-creator of the EFG Excellence Series in The Festival emerged from the long-standing Camden Jazz Week that was established in The aims of the Festival remain the same today: To celebrate the place of jazz in a city that is at ease with its rich cultural diversity, and to include a number of venues across London. Peggy Guggenheim Collection Featuring contemporary art from the 20th century, the Peggy Guggenheim Collection located next to the Grand Canal in Venice is a unique source of fascination for art enthusiasts. We have supported its development and exhibitions for many years and look forward to continuing our collaboration with the Peggy Guggenheim Collection in the future. Entrepreneurial thinking. Private banking. 11

12 Proximity to clients EFG combines a global focus with a strong local presence. Closer to you around the globe We are there for you where you need us in selected locations around the globe and with experienced specialists who know and manage our business at a local level. Thanks to our proximity to our clients, we can offer you comprehensive advice that takes account of local culture and practices. EFG serves clients around the globe from around 40 locations across all time zones. Our global network extends from Europe to Asia and North and Latin America, as well as to the Middle East. Our roots are in Switzerland one of the world s most stable and competitive economies with a leading international financial centre. Our bank is firmly established in Switzerland with Zurich, Geneva and Lugano serving as key hubs for the governance and operation of our bank. 12 Entrepreneurial thinking. Private banking.

13 Our solid foundations give us flexibility.

14 Americas Argentina Bahamas Bermuda Cayman Islands Chile Colombia Panama Peru Uruguay USA Buenos Aires Nassau Hamilton Grand Cayman Santiago Bogotá Panama Lima City Montevideo Punta del Este Miami 14 Entrepreneurial thinking. Private banking.

15 Europe Middle East Channel Islands Guernsey Jersey Cyprus Nicosia France Paris Greece Athens Italy Milan Liechtenstein Vaduz Luxembourg Luxembourg Monaco Monte Carlo Spain Madrid Switzerland Zurich Geneva Lausanne Martigny Crans-Montana Bellinzona Locarno Lugano Chiasso Turkey Istanbul United Kingdom London Birmingham Bahrain Asia China Indonesia Singapore Taiwan Manama Shanghai Hong Kong Jakarta Singapore Taipei Entrepreneurial thinking. Private banking. 15

16 EFG International AG Bleicherweg Zurich Switzerland Phone Fax efginternational.com EFG International 2017 This document is being provided by EFG International AG and / or its affiliates (hereinafter referred to as EFG ) solely for information purposes and is not intended to be a solicitation or offer, recommendation or advice to buy or sell interests in any security or financial instrument mentioned in it, to effect any transaction, or to conclude any transaction of any kind whatsoever (referred to hereafter as Investments ). It is intended for the sole use of the recipient and may not be further distributed, published, used, reproduced for any other purpose or referred to in any manner and the information, opinions or conclusions contained in it may not be referred to without, in each case, the prior express consent of EFG. Whilst EFG shall use reasonable efforts to obtain information from sources which it believes to be reliable, EFG, its directors, officers, employees, agents or shareholders assume no liability regarding the content of the document and give no warranty as to the accuracy, completeness or reliability of any data relating to securities and Investment products, information, opinions or forecasts mentioned in the document and thus assume no liability for losses arising from the use of this document. The content of the document is intended only for persons who understand and are capable of assuming all risks involved. Before entering into any transaction, the recipient should determine if the relevant security or financial instrument mentioned in the document suits his particular circumstances and should ensure that he independently assesses (together with his professional advisers) the specific risks and the legal, regulatory, credit, tax and accounting consequences of any purchase of securities or financial instruments mentioned in the document. The content of this document shall be limited to opportunities represented by certain Investments with respect to the conditions in the market at a given time, and thus is only valid for a very limited period of time. EFG makes no representation as to the suitability of the information, opinions or securities and financial instruments mentioned in the document. Historical data on the performance of the securities and financial instruments or the underlying assets in this document is no indication for future performance. The value of the Investment and the income arising from the Investment may fall as well as rise. Part or even the whole amount invested may not be recovered upon realization of the Investment. The present document has been compiled by a department of EFG which is not an organizational unit responsible for financial research as defined in the Swiss Bankers Association s Directives on the Independence of Financial Research and, as such, is not subject to the provisions of that regulation. EFG may engage in securities transactions, on a proprietary basis or otherwise and hold long or short positions with regard to the Investment, both in a manner inconsistent with the view taken in this document. In addition, others within EFG, including sales staff, may take a view that is inconsistent with that taken in this report. The content of this document provides information, opinions or conclusions that may differ from analyses carried out by other units of the Bank, and in particular may not comply with the Investment strategy of the Bank.