Wealth Management
About EFG Bank (Cayman)
Entrepreneurial thinking meets wealth management.
EFG Bank (Cayman) in Grand Cayman is part of EFG International, a top 10 Swiss private banking group headquartered in Zurich. EFG International operates in around 40 locations worldwide, and its shares are listed on the SIX Swiss Exchange.
Starting EFG in the Cayman Islands started with a sense of conviction that the wealth management industry could do better. Their goal was to create a firm with strong client ethos and high professionalism. They maintain absolute objectivity to ensure they provide the best wealth management advice.
Client Relationship Officers (CROs) at EFG are free to service their clients as and when they see fit, despite sales targets, bureaucracy or internal politics.
Their services are catered towards the domestic and international HNW (high net worth) market, and cover banking and credit, financial planning, investment management and offshore trusts.
Excellent client relationships are at the very heart of the service they provide. Their CROs, with their dynamic and entrepreneurial approach, are available to support their clients in all wealth-related matters through every stage of life – in a professional, personal and family context. This approach is one of the hallmarks of EFG and their approach to private banking. Their CROs have a great amount of technical expertise, which is crafted into advice, delivered one relationship at a time. They always have your interests at heart, staying with you year in, year out, and allowing your trust and confidence with them to grow.
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Last updated: 24 January, 2023