Company EFG International AG

Equities

EFGN

CH0022268228

Banks

Market Closed - Swiss Exchange 12:31:47 2024-03-18 pm EDT 5-day change 1st Jan Change
11.92 CHF +0.51% Intraday chart for EFG International AG +1.71% +10.37%

Business Summary

EFG International AG is a Switzerland-based company engaged in the banking and investment services sector. The Company offers private banking and asset management services. It operates through three main business segments: Private Banking and Wealth Management, Asset Management, and Investment and Wealth Solutions. The Private Banking and Wealth Management segment is managed on a regional basis and split into Continental Europe, Switzerland, the Americas, the United Kingdom, and Asia. The Continental Europe region includes private banking operations in continental Europe, with the exception of Switzerland. The Americas region includes the United States, Canada, the Bahamas and the Cayman Islands; and PRS business. The Asia region includes Hong Kong, Singapore and Taiwan. The Asset Management segment includes EFG Asset Management business on a global basis. The Investment and Wealth Solutions segment includes Private Client Trust services and Institutional Fund Administration services.

Sales per Business

CHF in Million2022Weight2023Weight Delta
Private Banking and Wealth Management
82.9 %
977 76.9 % 1,185 82.9 % +21.33%
Investment & Wealth Solutions
8.6 %
140 11.0 % 122 8.6 % -12.32%
Global Markets & Treasury
5.9 %
174 13.7 % 84 5.9 % -51.76%
Corporate
2.7 %
-20 -1.6 % 39 2.7 % -295.02%

Sales per region

CHF in Million2022Weight2023Weight Delta
Switzerland & Italy
31.6 %
359 28.3 % 452 31.6 % +25.77%
Continental Europe & Middle East
17.9 %
194 15.3 % 257 17.9 % +32.18%
Global
14.4 %
313 24.7 % 206 14.4 % -34.17%
United Kingdom
12.5 %
155 12.2 % 178 12.5 % +15.27%
Asia Pacific
11.6 %
167 13.1 % 166 11.6 % -0.66%
Americas
9.3 %
102 8.1 % 133 9.3 % +30.11%
Corporate
2.7 %
-20 -1.6 % 39 2.7 % -295.02%

Managers

Managers TitleAgeSince
Chief Executive Officer 57 12-05-31
Director of Finance/CFO 53 17-12-31
Chief Operating Officer 54 20-08-16
Compliance Officer 56 91-12-31
Investor Relations Contact - -
Human Resources Officer 55 15-12-31
Corporate Officer/Principal - -
Corporate Officer/Principal - -
Corporate Officer/Principal - -
Corporate Officer/Principal 52 21-05-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 73 05-09-07
Director/Board Member 49 22-10-05
Director/Board Member 73 20-05-30
Chairman 62 22-10-05
Director/Board Member 81 05-09-07
Director/Board Member 75 13-04-25
Director/Board Member 59 16-10-30
Director/Board Member 69 18-09-30
Director/Board Member 47 -
Director/Board Member 60 20-04-28

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 312,285,956 91,373,504 ( 29.26 %) 10,523,138 ( 3.370 %) 29.26 %

Shareholders

NameEquities%Valuation
140,421,406 44.97 % 2 019 M CHF
61,228,372 19.61 % 880 M CHF
10,775,862 3.451 % 155 M CHF
Capital Research & Management Co. (Global Investors)
3.260 %
10,179,204 3.260 % 146 M CHF
858,811 0.2750 % 12 M CHF
Entrepreneur Partners AG
0.2562 %
800,000 0.2562 % 12 M CHF
MainFirst Affiliated Fund Managers (Deutschland) GmbH
0.1908 %
595,969 0.1908 % 9 M CHF
ATP Fondsmaeglerselskab A/S
0.1077 %
336,216 0.1077 % 5 M CHF
BNP PARIBAS ASSET MANAGEMENT Netherlands NV
0.1030 %
321,748 0.1030 % 5 M CHF
LLB Asset Management AG
0.0922 %
287,932 0.0922 % 4 M CHF

Company contact information

EFG International AG

Bleicherweg 8

8022, Zurich

+41 44 226 18 50

http://www.efginternational.com
address EFG International AG(EFGN)

Group companies

NameCategory and Sector
Investissement N° 92
Investment Trusts/Mutual Funds
Oudart Actions Françaises
Investment Trusts/Mutual Funds
Oudart Europe
Investment Trusts/Mutual Funds
Oudart Investissement
Investment Trusts/Mutual Funds
Oudart Oblig
Investment Trusts/Mutual Funds
Oudart Court Terme
Investment Trusts/Mutual Funds
Oudart Mid Cap Europe
Investment Trusts/Mutual Funds
Oudart Multigestion
Investment Trusts/Mutual Funds
Investment Managers

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
4
Last Close Price
11.92 CHF
Average target price
12.01 CHF
Spread / Average Target
+0.73%
Consensus

Quarterly revenue - Rate of surprise