Sustainability-related key figures

Nationalities represented in our global and diverse teams

70

Hours of training conducted per employee on average during 2023

13

AuM in Investment products/services with a dedicated ESG focus*

in CHF billion

1.9
* This compares with a total of CHF 20.4 billion of Assets under Management invested in our New Capital business line of products as well as our discretionary managed assets.

Our approach to sustainability

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. We strive to apply the highest standards of business and ethical conduct in all aspects of our work in order to build relationships of trust and create sustained value for all our stakeholders.

Our sustainability strategy is designed to integrate sustainability aspects into our business activities and to meet the client demand for sustainable finance. The strategy is based on two main pillars: our responsibility as an asset allocator on behalf of our clients and our responsibility as a firm.

EFG’s first priority as a global private bank is to act as a reliable and professional partner to our clients, offering them superior service and advice as well as high-quality investment, wealth and credit solutions. We aim to meet the current and future needs and expectations of our clients – including those of the Next Generation. At the same time, as an asset allocator, we partner with our clients to direct assets towards transformative technologies and companies that support sustainable development and innovation. We do so by providing greater transparency around investment opportunities as well as by integrating ESG criteria and related risk considerations into our investment process and continuously expanding our responsible investment offering. In this way, we are supporting global efforts to realise the UN Sustainable Development Goals (SDGs).

As a firm, we aim to be an employer of choice that attracts, develops and retains talented professionals with a variety of skills and experience. We are committed to providing an inclusive working environment where all our employees are valued equally and can thrive. As an integral part of society, we are committed to serving the interests of the communities in which we live and work. Our approach to sustainability also encompasses our commitment to protecting the environment.

Sustainability framework

The EFG Sustainability framework aims to create long-term value for our clients, employees and society as a whole to ensure the prosperity of future generations.