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EFG International AG is a global private banking group headquartered in Zurich, Switzerland. The company specializes in providing private banking and asset management services, catering primarily to high-net-worth individuals. EFG International offers a range of services, including investment management, wealth planning, and credit and fiduciary services. Established in 1995, the company has expanded its presence with various offices across key financial centers worldwide, enhancing its ability to serve an international clientele. EFG International is known for its strong emphasis on personalized financial solutions and maintaining close relationships with clients through its network of experienced relationship managers.

JPMorgan is a leading global financial services firm with operations in 66 countries and over 320,000 employees as of June 2026. Under the JPMorgan brands, the bank holding company boasts a $5.0 trillion balance sheet and $2.71 trillion in deposits, as of June 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages over $7.6 trillion in client assets within its wealth and asset management franchise.