The 12 closest competitors and alternatives to EFG International AG among private banking & asset management companies — ranked by similarity to what EFG International AG actually does, not by market-cap band.
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Established in 1995 and headquartered in Zurich, Switzerland, EFG International AG is a global financial services firm specializing in private banking, wealth management, and asset management. The company offers a broad array of services, including personalized investment solutions such as discretionary mandates, structured products, trading services, and Sharia-compliant financial products. Beyond investments, EFG provides comprehensive wealth and trust management, various credit and financing options like property and investment finance, and digital banking services featuring mobile access and robust security. Clients also benefit from essential banking facilities, including custody services, foreign exchange, treasury operations, and standard accounts and cards. Furthermore, EFG supports independent asset managers in creating their own private label funds. The company maintains a significant international presence, serving clients across Europe, the Asia Pacific region, the Americas, and the Middle East.
EFG International AG is a private banking & asset management company headquartered in Zurich, Switzerland. It is publicly listed (EFGN) with a market capitalisation of $6.3B.
Ranked by semantic similarity — how close each company is to EFG International AG by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Asset Management
Lombard Odier operates as a Swiss private bank providing private banking, wealth management, asset management, and banking technology solutions to individual and institutional clients. The company offers services including investment management, wealth planning, loans, philanthropy, and digital banking platforms.
Asset Management
Bank Vontobel is an international private bank and investment management firm with Swiss roots, providing private banking and investment services such as investment funds, structured products and segregated mandates to private and institutional clients. Headquartered in Zurich, Switzerland, the firm was founded as Haeberli & Cie in 1924 and is now present across 27 locations world-wide.
Fintech
Swissquote Group Holding Ltd, together with its subsidiaries, offers a comprehensive suite of online financial services spanning Switzerland, the broader European market, the Middle East, and the Asia Pacific region. The company's business is structured around two primary divisions: Securities Trading and Leveraged Forex. It also operates an online bank, accommodating multi-currency deposits and withdrawals, notably including digital crypto assets. Within its Securities Trading segment, Swissquote provides an extensive range of services. These include sophisticated tools for real-time trading across a vast selection of asset classes, custody solutions, and access to investment, decision-making, risk monitoring, and margin lending functionalities. This offering serves a diverse clientele, from individual investors and independent asset managers to professional investors, investment funds, various institutional clients, and other financial institutions. Furthermore, the company enables over-the-counter (OTC) trading for leveraged foreign exchange and Contracts for Difference (CFDs). This service is available to private investors, money managers, third-party financial institutions, and institutional entities such as investment funds. Beyond these core services, Swissquote's portfolio includes Lombard and margin loans, robo-advisory solutions, multi-currency credit cards, dedicated crypto services, online leasing, and e-mortgage facilities. Established in 1999, the company's headquarters are located in Gland, Switzerland.
Private Banking
LGT Group operates as a global private bank providing investment solutions and financial services to wealthy clients, families, and financial intermediaries. The company offers tailored wealth management, sustainability-focused investments, and digital banking platforms.
Banking
Emirates NBD provides personal, private, Islamic, and corporate financial services in Dubai and the UAE. The company offers products including bank accounts, credit cards, loans, mortgages, foreign exchange, and wealth management solutions to individuals, small businesses, and high-net-worth clients.
Fintech
Dukascopy Bank SA is a Swiss online bank and forex broker that provides financial services to retail and institutional clients. It offers multi-currency bank accounts, wealth management services, and trading platforms for forex, stocks, cryptocurrencies, indices, and precious metals.
Banking, Financial Services
Established in 1892 and based in Zug, Switzerland, Zuger Kantonalbank offers a wide array of financial solutions to both individual and business clients throughout Switzerland. For private individuals, its services encompass multi-currency deposit accounts, a selection of card products (including credit and debit), personal and savings accounts, and dedicated retirement provisions. The bank also delivers comprehensive wealth management, including investment guidance, professional asset administration, and convenient online financial trading platforms. Additionally, it assists clients with homeownership, providing mortgage solutions, alongside offering pension advice, financial strategizing, and tax-related support. Businesses benefit from the bank's corporate financial tools, which feature specialized savings accounts and business cards. Its funding capabilities extend to general corporate needs and real estate ventures, supplemented by occupational pension schemes and expert consultation on foundation and succession planning. Enhancing client convenience, Zuger Kantonalbank provides robust e-banking and mobile banking services, supported by its network of 14 physical branches.
Banking
Gonet & Cie SA is a Swiss private bank founded in 1845 with offices and headquarters locations in cities such as Zurich, Geneva, and Lugano.
Financial Services
Liechtensteinische Landesbank (Schweiz) AG is a bank providing financial services to private, corporate, and institutional clients. Its offerings include banking accounts, payment transactions, investments, asset management, mortgages, financing, and retirement and tax planning.
Banks - Regional
Inter & Co, Inc., a Brazilian enterprise established in 1994 and headquartered in Belo Horizonte, conducts a broad array of operations through its subsidiary companies. Its diverse business model encompasses banking, investment services, insurance intermediation, e-commerce, asset administration, and various support services. The company's Banking division delivers a full suite of financial products, including current accounts, payment cards, deposit options, credit and lending facilities, alongside other related financial solutions. Within its Securities segment, Inter & Co handles the acquisition, divestment, and safekeeping of financial instruments. It also provides portfolio management services and is responsible for establishing, organizing, and managing investment funds. The Insurance Brokerage arm offers an extensive selection of insurance policies, covering areas such as life, property, automobiles, financial protection, lost or stolen credit cards, dental care, warranties, travel, and credit protection. Its Marketplace unit manages a digital platform where customers can access and purchase a variety of goods and services. The Asset Management segment is dedicated to the oversight and administration of investment portfolios and other client assets. Lastly, the Services division focuses on activities like gathering and managing personal data, developing and licensing software solutions (both bespoke and off-the-shelf), and offering technical assistance, maintenance, and other information technology services.
Banking
Valiant Holding AG, along with its subsidiaries, offers a wide spectrum of financial services. It caters to a varied clientele, encompassing individual retail customers, high-net-worth private clients, independent professionals, and small to medium-sized enterprises. The firm's product suite includes savings accounts, property acquisition financing, and business loans for working capital and other core corporate requirements. Furthermore, it provides unsecured personal and consumer loans, enables payment transactions through its mobile banking application, and delivers expertise in retirement planning and investment strategies, complemented by a full range of electronic banking options. The company maintains operations in 14 cantons across Switzerland. Established in 1824, Valiant Holding AG is headquartered in Lucerne, Switzerland.
Banking
Standard Chartered PLC, along with its subsidiaries, delivers a comprehensive array of banking and financial services across key regions worldwide, including Asia, Africa, Europe, the Americas, and the Middle East. The company structures its operations into two core divisions: Corporate, Commercial, and Institutional Banking; and Consumer, Private, and Business Banking. It provides individuals with everyday retail offerings such as deposits, savings accounts, home loans, credit cards, and personal financing. Its wealth management segment offers investments, portfolio administration, insurance products, and tailored financial guidance. Furthermore, the bank facilitates transaction banking services, including cash management, working capital solutions, and trade financing. Standard Chartered is also active in financial markets, supplying services like project and transportation funding, debt capital markets solutions, leveraged finance, and securities services, alongside sales, structuring, and trading in macro, commodities, and credit instruments. Modern digital banking solutions are also a core part of its service portfolio. The institution serves a broad spectrum of clients, from financial entities, governments, and other banks to investors, large corporations, small businesses, and individual customers. Founded in 1853, Standard Chartered maintains approximately 776 branches globally and is headquartered in London, United Kingdom.
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