EFG International has joined forces with Capital Group aimed at jointly developing and distributing investment products.
As a result of this collaboration, EFG clients will be able to access a broader selection of investment options offered by Capital Group, both existing and future.
The initiative is part of EFG’s aim to expand its open-architecture approach to product offerings, a focus highlighted in its 2026-2028 strategy shared last November.
Both companies plan to work together internationally to identify and develop additional investment solutions.
EFG Investment & Client Solutions Global head Andre Portelli said:
“This collaboration brings together EFG’s global private banking expertise and extensive investment knowhow with the proven capabilities of Capital Group, one of the largest active investment management firms globally.
“This will allow us to further increase EFG’s content innovation and product sophistication, strengthening our holistic and truly personalised offering. In this way, we are delivering on our commitment to giving clients choice and enabling them to benefit from an even broader suite of products designed to help them achieve their financial goals.”
EFG’s relationship managers and investment advisers will have access to Capital Group’s training resources, including educational sessions, digital tools, and support from its team of investment professionals.
Capital Group manages $3.2tn in assets and has more than 9,000 employees across 33 offices worldwide.
Capital Group Europe and Asia-Pacific Financial Intermediaries head Grant Leon commented:
“Capital Group is focused on being a long-term partner of choice for leading institutions around the world. This collaboration with EFG reflects a shared commitment to client-centric investing and to broadening access to high-quality, actively managed investment solutions.”
Earlier this year, EFG agreed to acquire Zurich-based private bank Quilvest (Switzerland). That deal is expected to close in the third quarter of 2026, subject to regulatory approval.
“EFG teams up with Capital Group to expand investment solutions” was originally created and published by Private Banker International, a GlobalData owned brand.
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