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You are currently visiting: EFG Capital
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.
*Offered directly through affiliated companies or our clearing firms.
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.