Advisory Solutions

Finding the right combination of investments for you

Finding the right combination of investments for you

Our experts will be at your side – providing recommendations on the right moves to make.

Especially in periods of increased market volatility and uncertainty, market trends are difficult to predict. The professional approach and customised specialist advice on the management and diversification of your assets applied by EFG, can help you to take the right decision.

Depending on your needs, you can also have access to our investment specialists who can develop a customised solution. Our specialists constantly offer new investment opportunities as well as opinions on your own investment strategies.

Using a process of monitoring and selection, you can reach decisions based on precise information and well-timed proposals. We carefully analyse your risk profile and investment objectives to help you manage risks and benefit from the opportunities that arise, in line with your defined risk/return profile.

Get in touch

It all starts with a conversation

Let's start ours and build something valuable today.

Contact us
  • EFG Bank AG
    Bleicherweg 8
    P.O. Box 6012 - 8022 Zurich
  • +41 44 226 17 17