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

*Offered directly through affiliated companies or our clearing firms.

Asset management

The EFG investment philosophy

Vision and discipline underline the EFG investment philosophy. This is based on the belief that optimal portfolio returns can only be achieved through asset allocation, guided by strategic consideration of changing risk and market conditions.

As members of EFG International, we can access our organization’s extensive global infrastructure, and bring together the best ideas for your portfolio. Through us, our clients can access the wide range of investment solutions capabilities of EFG International.

Your Client Relationship Officer, (CRO) can also call on the local expertise of our regional investment specialists. Based in Miami, this team of experienced, well-trained professionals has expertise in and a commitment to your local capital markets. They continuously monitor global investment opportunities in light of changing political and economic market conditions to offer clients diversified portfolios and investment solutions.

EFG's investment discipline combines your investment objectives, constraints and preferences as well as our proprietary asset allocation to create your personal portfolio. Your portfolio is regularly monitored and rebalanced according to changes in your needs or market conditions.

  • Global Investment Strategy Portfolios
  • Customized Solutions
  • Customized Hedge Strategies
  • Return Enhancement Strategies

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