EFG International AG/€EFGN

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About EFG International AG

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.
Ticker
€EFGN
Sector
Finance
Primary listing
XGAT
Employees
3,299
Headquarters
Zurich, Switzerland
Website
www.efginternational.com

EFGN Metrics

BasicAdvanced
€5B
18.19
€0.89
0.13
€0.71
4.39%

Bulls say / Bears say

EFG attracted CHF 5.7 billion of net new assets in the first half, an annualised 6.2% growth rate above its 4–6% target range. It has now recorded positive inflows for 15 consecutive half-years, giving the business a strong recurring-growth record. (EFG International, Reuters)
The bank is becoming less dependent on interest income: net commission and fee income rose 20% in the first half, helping operating income grow 7% excluding last year’s insurance recovery. Return on tangible equity reached 22.4%, already above EFG’s 2028 target of 20%. (EFG International, Private Banker International)
EFG has crossed CHF 200 billion in client assets after completing the Quilvest acquisition, adding scale to its private-banking franchise. Management also expects further profit contributions from recent acquisitions, while the enlarged asset base could improve operating leverage if integration is executed well. (Private Banker International, Reuters)
First-half profit growth fell short of expectations, and reported net profit attributable to shareholders fell 17% year on year to CHF 184.6 million. Earnings per share also declined, showing that strong asset gathering has not yet produced consistently stronger per-share earnings. (Reuters, Reuters)
Lower rates are squeezing the older interest-driven part of the model: net interest income fell to CHF 137.7 million from CHF 184.3 million a year earlier. The revenue margin narrowed to 91 basis points from 97 basis points, so fee growth has not fully removed the pressure. (MarketScreener, EFG International)
The growth plan is still costly to deliver: operating expenses rose 8% in the first half, while EFG is hiring relationship managers and integrating Quilvest, Cité Gestion and ISG. Although the cost/income ratio improved to 71.5% from the previous half, it remains high enough to leave limited room for execution mistakes. (Private Banker International, EFG International)
Data summarised monthly by Lightyear AI. Last updated on 16 Sept 2026.

Funds containing EFGN

AllEURGBP
Funds
Fund name
Fund size
€EFGN weighting
Xtrackers MSCI Europe Small Cap€DX2J
€3.2B0.12%
Xtrackers MSCI Europe Small Cap£XXSC
£2.8B0.12%
L&G Global Quality Dividends£LDGG
£279M0.05%
Vanguard ESG Global All Cap€V3AA
€1.1B0.01%
Vanguard ESG Global All Cap£V3AB
£905M0.00%
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.