EFG International has announced plans to integrate BlackRock’s Aladdin Wealth technology into its advisory platform.

The private banking firm said the integration of BlackRock’s wealth management technology marked an important step in its programme to enhance its digital platforms.

Through Aladdin Wealth, client relationship officers (CRO) and investment counsellors (IC) will have direct access to analytics and risk insights, aiming to support them in accelerating growth, driving greater efficiency, and delivering personalised service at scale.

EFG will develop its investment management process through a single platform powered by Aladdin Wealth, providing portfolio analytics across the whole portfolio, scenario modelling, risk insights, and proposal generation tools.

The private bank said this would support deeper client conversations, sharper investment proposals, and consistent advisory delivery across its global network.

It said this would allow EFG clients to navigate complexity and identify new public and private markets opportunities in their portfolios.

“As a global private bank, our objective is to provide clients with guidance to enable them to make informed investment decisions,” commented EFG global head of investment & client solutions, Andre Portelli.

“With Aladdin Wealth, we are providing our clients, CROs, and ICs with a state-of-the art investment engine that embeds the relevant information and provides a seamless digital experience, further strengthening EFG’s client centricity by allowing our CROs and ICs to deliver truly personalised service and impartial advice.”

BlackRock head of Aladdin Wealth tech in EMEA, Zachary Lerner, added: “The wealth management landscape is changing rapidly, driven by clients’ demand for deeper relationships, tailored solutions across public and private markets, and greater transparency.

“As EFG International accelerates its mission to enhance its digital platform, we are excited to rollout the Aladdin Wealth platform’s advanced portfolio risk and analytic capabilities.”

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