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Swiss private bank offering wealth management and investment advisory to high-net-worth clients worldwide.
Swiss private bank offering wealth management and investment advisory to high-net-worth clients worldwide.
Earns interest on client deposits and on loans secured against clients' portfolios, plus fees on assets and trading. Growth comes largely from hiring relationship-officer teams that bring their clients with them. The 2016 purchase of Swiss rival BSI widened the business. The Latsis family, through a holding, is the largest shareholder.
In one line: A boutique Swiss wealth manager, like a smaller Northern Trust private-client arm.
Moat: narrow (brand, switching costs). Client relationships and Swiss private-banking brand create sticky AUM, but banking itself is substitutable.
Headquarters: Zurich, Switzerland · Founded: 1995 · Employees: 3,225
Size EFG International (EFGN.SW) is a Switzerland Financials company (Investment Managers) with a market value of $6.26B, the 51st largest of 158 Switzerland companies the cockpit tracks. Shares closed at CHF 16.66 on 6 Nov 2026.
Performance Over six months the shares fell 0.6%, against +0.1% for the median peer and +11.6% for the Switzerland market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue fell 0.8% over the last twelve months (peer median +13.7%); the operating margin is 26.0% (peer median 36.3%).
Valuation It trades at 14.4× forward earnings against a peer median of 12.6× (6th most expensive of 19).
Credit EFG International has 1 bond outstanding ($557M) and trading like BBB- at a weighted spread of 140 bp.
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CHF 2.61B | CHF 2.60B | CHF 2.71B | CHF 2.44B | CHF 1.76B |
| Revenue growth | — | -4% | +11% | +39% | — |
| Net income | CHF 289M | CHF 325M | CHF 322M | CHF 303M | CHF 202M |
| Free cash flow | n/a | -CHF 1.04B | CHF 495M | -CHF 337M | -CHF 160M |
| Capital expenditure | CHF 31.6M | CHF 42.2M | CHF 48.4M | CHF 26.2M | CHF 44.0M |
| Total debt | n/a | CHF 3.41B | CHF 1.25B | CHF 1.14B | CHF 1.13B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| EFG International EFGN.SW | $6.26B | -1% | -1% | 26% | 14.4× | n/a |
| Julius Baer Gruppe BAER.SW | $17.1B | +2% | 0% | 30% | 11.3× | n/a |
| Vontobel VONN.SW | $6.18B | +36% | +11% | 25% | 12.6× | n/a |
| UBS UBSG.SW | $148B | +13% | -5% | 23% | 13.2× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | EFGN.SW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +5.6% | +3.7% | 10th highest of 21 |
| 6-month return | -0.6% | +0.1% | 10th lowest of 21 |
| Distance from 52-week high | -19.5% | -15.8% | 10th lowest of 21 |
| Revenue growth (TTM) | -0.8% | +13.7% | 4th lowest of 21 |
| Operating margin | 26.0% | 36.3% | 6th lowest of 21 |
| Forward P/E | 14.4× | 12.6× | 6th most expensive of 19 |
| Bond spread | 140 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| EFG International EFGN.SW | Switzerland | $6.26B | -1% | -1% | 26% | 14.4× | n/a | n/a |
| ChinaLin Securities 002945.SZ | China | $6.27B | 0% | +15% | 25% | n/a | n/a | n/a |
| Vontobel VONN.SW | Switzerland | $6.18B | +36% | +11% | 25% | 12.6× | n/a | n/a |
| China CITIC Financial Asset Management 2799.HK | Hong Kong | $5.83B | -24% | -18% | 135% | 3.1× | n/a | n/a |
| StepStone STEP | United States | $5.73B | -15% | +51% | -53% | 18.1× | n/a | n/a |
| China Industrial Securities 601377.SS | China | $7.12B | -9% | -11% | 29% | 13.2× | n/a | n/a |
| Nippon Life India Asset Management NAM-INDIA.NS | India | $7.22B | -4% | +23% | 68% | 39.1× | n/a | n/a |
| Capital Securities 601136.SS | China | $5.41B | -21% | +1% | 36% | n/a | n/a | n/a |
| Aberdeen ABDN.L | United Kingdom | $5.36B | +2% | +2% | 37% | 14.3× | n/a | n/a |
| ICG ICG.L | United Kingdom | $7.32B | +2% | +6% | 60% | 11.9× | n/a | n/a |
| Victory Capital VCTR | United States | $7.38B | +40% | +50% | 46% | 14.0× | n/a | n/a |
| Ninety One N91.L | United Kingdom | $5.18B | -6% | +10% | 26% | 11.1× | n/a | n/a |
| Caitong Securities 601108.SS | China | $5.12B | -11% | -12% | 31% | 10.7× | n/a | n/a |
| Banca Generali BGN.MI | Italy | $7.73B | +4% | +17% | 38% | 15.3× | n/a | n/a |
| HA Sustainable Infrastructure Capital HASI | United States | $5.00B | -5% | +27% | 69% | 12.6× | n/a | n/a |
| Hamilton Lane HLNE | United States | $4.99B | +1% | +19% | 58% | 12.3× | n/a | n/a |
| 360 One Wam 360ONE.NS | India | $4.95B | +3% | +25% | 33% | 35.1× | n/a | n/a |
| VZ Holding AG VZN.SW | Switzerland | $8.03B | +17% | +9% | 45% | 24.1× | n/a | n/a |
| Colliers International CIGI.TO | Canada | $4.88B | -5% | +14% | 7% | 11.8× | n/a | n/a |
| Bridgepoint BPT.L | United Kingdom | $4.79B | +55% | +36% | 49% | 10.7× | n/a | n/a |
| Federated Hermes FHI | United States | $4.73B | +14% | +13% | 28% | 10.9× | n/a | n/a |
EFG International has 1 bond outstanding with $557M face value. Weighted yield 4.40%, a spread of 140 bp over government bonds.