Products and services

What we can do for you

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
  • International Wealth Planning*

    Custody*

    • United States
    • Bahamas
    • Grand Cayman
    • Hong Kong
    • Switzerland
    • Luxembourg
    • Singapore
    • United Kingdom
  • Account Management*
    • State of the Art Reporting
    • Internet Account Access
    • Family Office Consultation
    • Consolidated Reporting
  • EFG Asset Management*
    • Global Investment Strategy
    • Customized Solutions
    • Customized Hedge Strategies
    • Return Enhancement Strategies


    EFG Asset Management (“EFGAM”), a registered SEC Investment Adviser and under common control with EFG Capital International, offers discretionary services primarily to individuals, corporations and business entities.  Vision and discipline underline the EFGAM investment philosophy.  This is based upon the belief that optimal portfolio returns can only be achieved through asset allocation, guided by strategic consideration of changing risk and market conditions.   EFGAM's investment discipline combines your investment objectives, constraints and preferences as well as our proprietary asset allocation in order to create and customized your own personal portfolio. Your portfolio is then regularly monitored and rebalanced according to changes in your needs or market conditions.

    EFG Asset Management (Americas) Corp. - Form ADV Part 2

     

*Offered directly through affiliated companies or our clearing firms.