Annual Report


Welcome to our new online report
This online report includes excerpts from our 2023 Annual Reporting suite. The full reports can be accessed in the download centre

Chair and CEO message

Alexander Classen, Chair (left), Giorgio Pradelli, CEO (right)

“In 2023, we delivered successfully and consistently against our new strategic plan that is aimed at sustaining profitable growth and achieving scale.”

2023 key figures

This section provides a comprehensive overview of EFG’s key financial results, including profitability, Assets under Management, net new assets, capital and balance sheet


At EFG, we believe that sustainability is all about choosing the right path to balance economic, environmental and social interests. We are also convinced that a responsible approach to business that includes robust governance is vital to achieve long-term success.

Strategy & value proposition
Empowering entrepreneurial minds to create value – today and for the future

We are a leading Swiss private bank renowned for its client centricity. Our distinguished Client Relationship Officer (CRO) model enables us to deliver superior and tailored service and advice. It combines personalisation and geographic proximity to our clients with a global perspective, efficiency and scale. As a family-controlled, publicly listed and professionally managed global boutique, we can truly focus on long-term, multi-generational wealth creation and provide impartial advice to our clients.