EFG to partner with Capital Group to co-develop investment offerings

EFG International has reached an agreement with Capital Group to collaborate on the creation, co-development, and distribution of investment solutions.

Under the agreement, EFG clients will gain access to a range of the US-based active investment manager’s current and future investment solutions.

The private banking group said this marked the next milestone of its 2026-2028 strategy as it looks to enhance its open-architecture product offering and deliver bespoke services to its clients.

Through the collaboration, EFG and Capital Group will aim to broaden their global investment solutions while leveraging their respective capabilities.

EFG’s client relationship officers and investment counsellors will gain access to Capital Group’s educational resources, as well as its investment specialists and client solutions group.

“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,” said EFG global head of investment & client solutions, Andre Portelli.

“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.”

Capital Group head of financial intermediaries, Europe and Asia-Pacific, Grant Leon, added: “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.”

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