2021

Our Approach to Sustainability

Content

4

6

8

12

20

26

EFG at a glance

Editorial

Our approach to sustainability

Our sustainability strategy

Engaging with our stakeholders

Sustainability governance at EFG

Responsible business conduct

Conduct and values

Putting clients first

Risk management framework and risk governance

Compliance and integrity

Being a responsible asset allocator

Responsible investing

ESG-related research and expertise

Our responsibility as a firm

Commitment to our people

Our social commitments

Our commitment to the environment

38 Memberships and partnerships

Sustainability is all about choosing the right path to balance economic, environmental and social interests

EFG International AG | Sustainability Publication 2021

EFG at a glance

Assets under Management

A business model designed

in CHF billion

to create value

172.02021

For our

stakeholders

Net new asset growth rate

+5.5%

2021

Creating value

Our talent

Our expertise

Our

IFRS net profit

and values

and content

platform

78%2021

year-on-year increase

Consistent execution of 2019 - 22 strategic plan

2022

Unlocking full potential

and beyond

AuM CHF

172 bn

2021 New level of profitability

AuM CHF

159 bn

2020 Demonstrating resilience

AuM CHF

154bn

2019 Seeding for growth

AuM CHF

131 bn

2016 - 2018 Acquisition/integration of BSI

AuM CHF

84 bn

4

Net new assets

in CHF billion

8.4

8.8

5.2

-2.1

-5.8

2017

2018

2019

2020

2021

IFRS net profit

in CHF million

206

70

94

115

-60

2017

2018

2019

2020

2021

Revenue-generating Assets under Management

in CHF billion

+21 %

172

154

159

142

131

2017

2018

2019

2020

2021

About EFG

EFG International is a global private banking group offering private banking and asset management services, headquartered in Zurich. The registered shares (EFGN) are listed on the SIX Swiss Exchange.

As a leading Swiss private bank, EFG has a presence in major financial centres and growth markets. It has strong roots in Switzerland, with Zurich, Geneva and Lugano serving as hubs for clients as well as the governance and operations of the bank. EFG International serves clients in around 40 locations worldwide, with a network spanning Europe, Asia Pacific, the Americas and the Middle East.

An entrepreneurial spirit shapes our bank, enabling us to provide comprehensive advice, develop hands-on solutions and to build trusted, long-lasting client relationships. We are a financial partner who offers security, financial stability and reliability.

EFG International AG | Sustainability Publication 2021

5

Attachments

  • Original Link
  • Original Document
  • Permalink

Disclaimer

EFG International AG published this content on 23 February 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 23 February 2022 08:38:02 UTC.