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We offer our clients comprehensive investment, wealth advisory and capital markets execution services. By drawing on the international network and resources of EFG International, we are also able to gain access to wider opportunities in Europe, the Americas, Asia, and other regions.

A full range of products and services is shown below.

Brokerage Services*

  • Fixed Income Securities
  • Equity Securities
  • Mutual Funds
  • Structured Products
  • Alternative Investments
  • Cash Management Products
  • Margin Lending

 

Account Management*

  • State of the Art Reporting
  • Internet Account Access
  • Family Office Consultation
  • Consolidated Reporting

International Wealth Planning*

 

Custody*

  • United States
  • Bahamas
  • Grand Cayman
  • Hong Kong
  • Switzerland
  • Luxembourg
  • Singapore
  • United Kingdom

 

*Offered directly through affiliated companies or our clearing firms.

EFG Capital International Corp. together with its affiliated investment advisers are the principal providers of wealth management services in the United States for EFG International. EFG Capital International Corp. offers brokerage services out of its Miami and Lima, Peru offices. EFG Capital International Corp. is registered as a broker-dealer with the U.S. Securities and Exchange Commission ("www.SEC.gov”) and is a member of the Financial Industry Regulatory Authority (“www.FINRA.org”) and the Securities Investor Protection Corporation (“www.SIPC.org”). EFG Capital Advisors Inc is an SEC-registered investment advisor. EFG Capital is a trade name for several affiliated entities.