EFG International AG

EFG International AG

Bleicherweg 8

8001Zürich

    • Rechtsform:

    • Aktiengesellschaft
    • Status:

    • aktiv

    • Kapitalisierung:

    • CHF 148'099'584.00
    • Gründungsjahr:

    • 1969

    • D-U-N-S® Nr.:

    • 48-312-9917

Nachfolgend sowie unter den weiteren Menüpunkten finden Sie alle wichtigen Informationen über die EFG International AG. Neben öffentlichen Daten finden Sie auch Informationen zu Zahlungserfahrungen, Geschichte, Firmenstruktur und Finanzen sowie zur Vernetzung der verantwortlichen Personen.

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Handelsregister

    • Handelsregistereintrag:

    • 14.09.2005

    • Rechtlicher Sitz:

    • 8000 Zürich

    • HR-Nummer:

    • CH-020.3.028.719-1

    • UID:

    • CHE-112.512.247

    • HR-Amt:

    • Kanton Zürich

    • Revisionsstelle:

    • PricewaterhouseCoopers SA

Management & Mitarbeiter

Finanzielles

    • Bonitätsauskunft:

    • Informieren Sie sich hier über die Kreditwürdigkeit, Bonität und Zahlungsfähigkeit der Firma EFG International AG.

      Zur EFG International AG konnten wir das Zahlungsverhalten zu insgesamt 2 Rechnungen auswerten.

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    • Firmen, welche über mehrere Jahre eine hohe Bonität ausweisen, können diese mit einer Urkunde bestätigen lassen.

      Bonitäts-Zertifikat

Firmennamen & Kontakt

    • Aktueller Firmenname:

    • EFG International AG

    • Aktuelle Adresse:

    • Bleicherweg 8

      8001 Zürich

    • Ehemalige Namen:

    • EFG International (bis 14.05.2008)

Tätigkeit

    • Firmenzweck:

    • Zweck der Gesellschaft ist die direkte und indirekte Beteiligung an Unternehmen aller Art in der Schweiz und im Ausland, insbesondere an Unternehmen im Bank-, Finanz-, Vermögensverwaltungs- und Versicherungsbereich. Sie kann Unternehmen gründen, sich an bestehenden Unternehmen mehr- oder minderheitlich beteiligen und sie finanzieren. Die Gesellschaft ist berechtigt, Liegenschaften im In- und Ausland zu erwerben, zu belasten und zu verkaufen.

    • Branche(n):

    • Investmentgesellschaften

      Finanzholdinggesellschaften

    • NOGA 2008:

    • 649901, 642001

Verbindungen

    • Tochtergesellschaften:

    • Im Ausland

    • Niederlassungen:

    • Im Ausland

News

EFG increases net profit by 34% and AuM by 17%, supported by 4% NNA growth

26.02.2020

In 2019, EFG refocused its business on achieving profitable growth and implemented a range of
strategic business initiatives, as per its 2022 strategic plan.

• Net new assets1 of CHF 5.2 billion, corresponding to an annual growth rate of 4.0%, in line with
target range; further acceleration in the second half with all regions positive and an annualised
growth rate of 6.6%
• Substantial increase in Assets under Management to CHF 153.8 billion, up 17.2% from end-2018
• IFRS net profit up by 34.0% to CHF 94.2 million, reflecting higher operating income and further
reductions in operating expenses
• More than doubled the IFRS operating profit from CHF 81.3 million in 2018 to CHF 172.6 million in
2019
• Underlying net profit decreased to CHF 108.7 million, reflecting challenging interest rate
environment and substantial investments in growth
• Successfully achieved cumulative cost synergies of CHF 242 million by year-end 2019, meeting
the target announced in 2016
• On track with strategic business initiatives, strengthening EFG’s international presence with
acquisition of Shaw and Partners in Australia, relaunch of its Italian domestic business from
Milan and launch of operations in Portugal and Dubai
• Record year in terms of CRO hiring, with 181 CROs hired, signed or approved in 2019, exceeding
the original guidance
• Strong capital position, with Swiss GAAP CET1 ratio of 16.2%, Total Capital Ratio of 20.1%
• Proposed dividend of CHF 0.30 per share, unchanged from last year

Giorgio Pradelli, CEO of EFG International: “In 2019, we successfully refocused our business on
profitable growth and executed on a range of our strategic initiatives. Our results for the full year
reflect these efforts, notwithstanding substantial investments in growth and the challenging interest
rate environment. Going forward, we will concentrate on maintaining this growth momentum, with
our investments starting to pay off, while further rationalising our international booking centre
footprint and enhancing operational efficiency to deliver significant improvement in profitability.”

Executing 2022 strategic plan: Investing in growth
In March 2019, EFG presented its 2022 strategic plan, which focuses on achieving profitable growth,
building on EFG’s strong value proposition and distinctive Client Relationship Officer (CRO) model,
while ensuring effective capital deployment. By end-2019, EFG has already made considerable
progress on its business development initiatives:
• A record 181 CROs were hired, signed or approved in 2019, exceeding EFG’s original guidance of
70-100 new CRO hires per annum. As of end-2019, EFG reported a total of 815 Client Relationship
Officers (CROs). Excluding the CROs from Shaw and Partners, EFG had 629 CROs as of end-2019,
which compares to 590 CROs at the end of 2018, reflecting the ongoing performance management
measures.

• EFG improved the productivity of its CROs, increasing the average portfolio size per existing CRO
(excluding new hires in 2019) to CHF 295 million, compared to CHF 222 million by end-2018, and
applying stricter performance measures. In addition, EFG increased its advisory and discretionary
mandate penetration to 47%, including Shaw and Partners, at the end of 2019, offering its clients
expert advice and tailored services.
• The Switzerland & Italy Region returned to positive net new asset inflows, with a growth rate of
2.4% for the full year and 6.1% (annualised) for the second half of the year.
• EFG strengthened its international presence with the opening of its new offices in Dubai and
Lisbon and the relaunch of its Italian domestic business from Milan.
• With the acquisition of Shaw and Partners in March 2019, EFG considerably expanded its coverage
of Asia Pacific, gaining immediate access to the Australian market.

Net new asset growth of 4.0% and considerable increase in Assets under Management to CHF 153.8 billion

In 2019, EFG successfully rebounded from previous years, which were marked by the BSI integration,
and throughout the course of 2019 saw an acceleration in terms of net asset inflows. On a full-year
basis, EFG generated CHF 5.2 billion of net new assets, corresponding to a growth rate of 4.0%, in line
with its target range of 4-6%. In the second half of the year, net inflows further improved compared
to the first six months, with all regions registering positive net asset inflows and an annualised net
asset growth rate of 6.6%. In particular the UK and Continental Europe & Middle East Regions had
consistently strong inflows during the year, with net new asset growth rates of 8.9% and 5.0%,
respectively. On a global level, net new asset developments reflected a balanced contribution from
both new CROs and existing CROs as well as EFG’s new locations.
Throughout the year, revenue-generating Assets under Management improved significantly. By the
end of 2019, Assets under Management were CHF 153.8 billion, compared to CHF 131.2 billion at end2018. This 17.2% increase was driven by the acquisition of the majority stake in Shaw and Partners,
with Assets under Management of approximately CHF 11.6 billion, as well as positive market effects
and the net asset inflows.

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