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EFG International AG is a Swiss private banking group that offers private banking and asset management services. Headquartered in Zurich, Switzerland, EFG International operates through a network of locations in major financial centers across Europe, Asia, the Americas, and the Middle East. The company provides services such as wealth management, investment solutions, and financial planning to high-net-worth individuals and institutions. Founded in 1995, EFG International is known for its strong client relationships and personalized financial services. The firm's strategic positioning is bolstered by its robust global presence and a diversified service offering tailored to meet the complex needs of its clients.

JPMorgan Chase is a leading global financial-services firm with operations in 66 countries and nearly 323,000 employees as of September 2026. Under the JPMorgan brands, the bank holding company boasts a $5.1 trillion balance sheet and $2.78 trillion in deposits as of September 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 nearly $7.9 trillion in client assets within its wealth and asset management franchise.