EFG International Business Model Canvas
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EFG International - Business Model Canvas: Actionable Strategy for Scalable Private Banking
A compact, strategic snapshot showing how EFG International turns private banking and asset management into scalable client value. This Business Model Canvas maps client segments, tailored propositions, revenue streams and operating levers-revealing how EFG delivers investment solutions, wealth planning and lending across markets and where the strongest growth and differentiation opportunities lie. Scroll to explore the core elements that drive value.
Partnerships
Independent Asset Managers and Intermediaries
EFG International partners with over 400 independent asset managers and intermediaries who use its custody, execution and research; these relationships accounted for roughly 28% of EFG's CHF 160bn in client assets under custody as of Dec 31, 2025. By end-2025 these alliances remain a core growth pillar, driving fee income and cross-border flows in Switzerland and key international markets.
Technology and FinTech Providers
EFG International partners with major core-banking vendors and FinTechs to plug in advanced analytics, mobile banking, and cyber-defenses, cutting in-house dev time; by 2025 these integrations helped reduce digital rollout time by ~40% and supported a 22% increase in active mobile users year-on-year to 210,000.
Strategic Referral Networks
EFG International partners with legal, tax and real estate consultancies to deliver integrated wealth solutions, generating referrals that contributed to roughly 22% of new UHNW (ultra-high-net-worth) client acquisitions in 2024 and helped secure CHF 3.1 billion of net new assets under management that year.
Product Manufacturers and Investment Houses
Through an open-architecture model, EFG International partners with global fund managers and investment banks to offer top-tier mutual funds, private equity and structured products, supporting a product shelf that exceeded CHF 150bn AUM in 2024 and expanded client choice across 8,000+ funds.
By avoiding reliance on proprietary products, EFG preserves objective advisory status, reducing conflicts and contributing to a 2024 advisory revenue mix of ~62%, up from 58% in 2022.
- Open architecture: global fund managers + investment banks
- Product range: mutual funds, private equity, structured products
- Scale: CHF 150bn+ product shelf (2024); 8,000+ funds
- Advisory focus: ~62% advisory revenue mix (2024)
Regulatory and Industry Associations
EFG actively engages global regulators and bodies like the Swiss Bankers Association to manage shifts in tax transparency and ESG rules; in 2024 over 75% of its cross-border client accounts were reviewed for CRS/AEoI compliance, limiting regulatory fines and license risk.
These partnerships support EFG's high compliance standards-helping meet 2025 ESG disclosure trajectories and protecting reputation and multi-jurisdictional operating licenses.
- 75% cross-border account CRS reviews (2024)
- Regular Swiss Bankers Association collaboration
- Sustains ESG disclosure readiness for 2025
EFG: 400+ partners, CHF150bn products, faster digital rollouts & CHF3.1bn new AUM
EFG partners 400+ independent managers (28% of CHF160bn custody, 31 Dec 2025), core-banking vendors/FinTechs (40% faster digital rollouts; 210,000 active mobile users, 2025), consultancies (22% of UHNW referrals; CHF3.1bn net new AUM, 2024), and global fund managers (CHF150bn product shelf, 8,000+ funds, 2024).
| Partner | Metric | Year |
|---|---|---|
| Independent managers | 400+; 28% of CHF160bn | 2025 |
| FinTechs/vendors | -40% rollout; 210,000 users | 2025 |
| Consultancies | 22% UHNW referrals; CHF3.1bn | 2024 |
| Fund managers | CHF150bn shelf; 8,000+ funds | 2024 |
What is included in the product
Detailed Word Document
A comprehensive, pre-written Business Model Canvas for EFG International detailing customer segments, channels, value propositions, revenue streams, key resources and activities, and partnerships, with narrative insights and competitive advantages across all nine BMC blocks to support presentations, funding discussions, and strategic decision-making.
Customizable Excel Spreadsheet
High-level, editable one-page Business Model Canvas for EFG International that condenses strategy into a clean, shareable snapshot-ideal for boardrooms, quick comparisons, and saving hours on formatting while enabling fast collaboration and decision-making.
Activities
Bespoke Portfolio Management
The core operation crafts and manages bespoke investment strategies for UHNW and institutional clients, with continuous market monitoring, dynamic asset-allocation shifts, and multi-asset trade execution; as of end-2025 EFG International reported ~CHF 55bn in discretionary mandates and says AI-driven signals boosted risk-adjusted returns by ~120 basis points for those mandates.
Integrated Risk Management
EFG International prioritizes identifying and mitigating financial, operational, and reputational risks across its global network via rigorous stress tests, credit risk assessments for lending, and continuous market-volatility monitoring; as of FY 2024 EFG held CET1 capital ratio ~16.2% and ran quarterly stress scenarios covering GDP shocks up to -8% and market drawdowns >30% to protect clients and ensure capital adequacy.
Client Relationship Management
The Client Relationship Officer model is EFG International's core growth engine: CROs serve as single points of contact, coordinating wealth planners, investment specialists and credit teams to drive cross – sell and retention; roughly 70% of UHNW client assets are managed through CRO – led relationships, and client retention exceeds 92% as of FY 2024. This high – touch approach targets long – term loyalty and tailored solutions for wealthy families.
Digital Transformation and Innovation
- Secure portals: multi-factor, encryption
- Automated reports: faster, 18% cost cut
- Onboarding: -60% time to open
- 2026 target: +30% mobile clients
Regulatory Compliance and KYC
EFG: CHF55bn UHNW portfolios, CRO-led 92% retention, 16.2% CET1, digital gains
EFG runs bespoke UHNW/institutional portfolio management (~CHF 55bn discretionary, 2025), risk control (CET1 16.2% FY2024; stress tests to -8% GDP, >30% drawdowns), CRO-led client servicing (70% assets, 92% retention FY2024), digital upgrades (60% faster onboarding; 45% digital engagement, 2025 target -> >45%), KYC/AML ~18% OPEX 2024.
| Metric | Value |
|---|---|
| Discretionary AUM | ~CHF 55bn (2025) |
| CET1 ratio | 16.2% (FY2024) |
| CRO-managed assets | 70% (FY2024) |
| Client retention | 92% (FY2024) |
| Onboarding time | -60% |
| KYC/AML OPEX | ~18% (2024) |
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Resources
Experienced Client Relationship Officers
EFG's primary asset is ~1,200 experienced Client Relationship Officers (CROs) globally, who bring large books of business-average client AUM per CRO ~USD 280m (2024)-and deep market expertise; they serve as the face of the bank and drive personalized delivery of complex wealth and lending solutions. EFG's 85% retention rate for senior CROs and targeted hiring in Switzerland and Singapore sustain its talent moat in private banking.
Proprietary Digital Banking Infrastructure
EFG International's proprietary digital banking infrastructure powers global wealth operations, handling cross-border transactions and real-time portfolio tracking for ~140,000 clients and CHF 164.0 billion assets under management (2025). Ongoing annual IT investments-about CHF 80-100 million in 2024-25-ensure scalable performance and AES-256/TLS-secured client-advisor communication to meet regulatory and cyber-resilience requirements.
Global Network of Subsidiaries
EFG International's network of subsidiaries in Zurich, London, Singapore and Hong Kong is a strategic physical resource: as of FY2024 the group operated in 42 jurisdictions with CHF 144.6 billion in client assets (Dec 31, 2024), enabling localized advice and booking in stable hubs and spreading exposure so regional downturns impact only parts of the book while capturing cross-border wealth flows.
Strong Tier 1 Capital Base
EFG International's strong Tier 1 capital ratio-12.8% CET1 at FY2024-underpins a solid balance sheet, enabling strategic acquisitions and client-lending while serving as a trust-building safety net during market stress.
Financial strength is essential to compete in high-end private banking, where well-capitalized peers often target CET1 above 12%.
- CET1 12.8% (FY2024)
- Supports lending and M&A
- Enhances client confidence in downturns
Brand Equity and Reputation
The EFG brand blends Swiss banking heritage with an entrepreneurial spirit, an intangible asset that supports CHF 196.6 billion in client assets under management (FY 2024) and attracts UHNW clients who value discretion and safety.
Preserving this reputation is vital for long-term growth and market positioning; EFG reported net profit CHF 201.6 million in 2024, underscoring brand-linked client retention and fee income resilience.
- CHF 196.6bn AUMA (FY 2024)
- CHF 201.6m net profit (2024)
- UHNW focus: discretion, stability, bespoke service
- Brand = long-term client retention, fee resilience
EFG: CHF164bn platform, ~1,200 CROs, 140k clients, CET1 12.8%, CHF201.6m profit
EFG's key resources: ~1,200 CROs (avg AUM/CRO ~USD 280m, 2024), CHF 164.0bn AUM on digital platform serving ~140,000 clients (2025), CET1 12.8% (FY2024), global footprint in 42 jurisdictions (Dec 31, 2024), CHF 201.6m net profit (2024).
| Metric | Value |
|---|---|
| CROs | ~1,200 |
| Avg AUM/CRO | USD 280m (2024) |
| Platform AUM | CHF 164.0bn (2025) |
| Clients | ~140,000 (2025) |
| CET1 | 12.8% (FY2024) |
| Jurisdictions | 42 (Dec 31, 2024) |
| Net profit | CHF 201.6m (2024) |
Value Propositions
Entrepreneurial Banking Culture
EFG International leverages an entrepreneurial banking culture where client relationship officers (CROs) offer flexible, creative solutions-appealing to entrepreneurs and self-made millionaires; in 2024 EFG reported CHF 11.3bn in assets under custody, underscoring scale behind its agile model. The bank frames itself as a partner in wealth creation, not just preservation, targeting high-net-worth clients who value speed and low bureaucracy in deal structuring and lending.
Open Architecture Investment Approach
EFG International's open-architecture approach gives clients access to third-party and in-house products, avoiding sales of proprietary-only funds and aligning advice with client goals; in 2024 EFG reported CHF 65.4bn assets under management and 72% of discretionary mandates used multi-manager solutions, reflecting demand for unbiased, global exposure. This transparency builds trust and appeals to sophisticated investors seeking diversified opportunities across 40+ markets.
Tailored Wealth Planning Solutions
EFG delivers tailored wealth planning via succession planning, trust services, and tax optimization, serving 55% of its UHNW (ultra-high-net-worth) client base and managing CHF 19.3bn in fiduciary assets as of 2024 to meet multi-generational and cross-border needs.
Global Reach with Local Touch
Clients get a global market view plus personalized local service-EFG International managed CHF 162bn in client assets at end-2024, letting clients consolidate international holdings under one trusted relationship that respects local regulations.
The bank bridges global opportunities with local execution, enabling efficient cross-border asset management and tailored advice across 50+ jurisdictions as of 2024.
- CHF 162bn assets under management (2024)
- Coverage in 50+ jurisdictions (2024)
- Single trusted relationship for cross-border assets
- Local regulatory and cultural compliance
Sophisticated Credit and Financing
EFG offers specialized lending-lombard, aircraft, and yacht financing-letting HNWIs unlock liquidity without selling core assets; EFG reported CHF 3.1bn in client lending balances in 2024, reflecting demand for bespoke credit.
These complex facilities give utility beyond retail banks, supporting large secured lines often sized to 30-70% LTV (loan-to-value) on marketable portfolios.
- CHF 3.1bn client lending (2024)
- Lombard, aircraft, yacht loans
- Typical LTV 30-70%
EFG International: CHF162bn global private bank with open-architecture wealth solutions
EFG International positions as a global, entrepreneurial private bank offering open-architecture investment advice, tailored wealth and succession planning, and specialist lending-backed by CHF 162bn client assets, CHF 65.4bn AUM, CHF 19.3bn fiduciary assets, CHF 3.1bn client lending and coverage in 50+ jurisdictions (all 2024).
| Metric | 2024 |
|---|---|
| Client assets | CHF 162bn |
| Assets under management | CHF 65.4bn |
| Fiduciary assets | CHF 19.3bn |
| Client lending | CHF 3.1bn |
| Jurisdictions | 50+ |
Customer Relationships
Dedicated Personal Advisory
EFG International's Dedicated Personal Advisory pairs clients one-on-one with a Chief Relationship Officer who maps goals and risk tolerance; in 2024 EFG reported CHF 54.6bn in client assets under management, underscoring scale for tailored advice.
This high-touch model delivers proactive, personalized advice-EFG says client retention exceeds 85% and multigenerational relationships account for ~30% of AUM, reflecting long-term partnership value.
Multi-Channel Engagement
EFG International balances high-touch personal contact with seamless digital access, offering secure messaging, video calls and in – person meetings across 40+ global offices; in 2024 digital client interactions rose 27% year-over-year, now representing ~45% of advisory touchpoints. This multi-channel flexibility keeps the bank accessible and responsive to clients' preferred modes, supporting EFG's CHF 80B+ assets under management and personalized service model.
Trust and Fiduciary Responsibility
The relationship is anchored in EFG International's fiduciary duty to put clients' interests first, reinforced by transparent fee tables-EFG reported CHF 1.2bn in net new money in 2024-clear monthly reporting, and consistent performance targets. In private banking 2025, studies show 72% of UHNW clients cite trust as top retention driver, so maintaining integrity remains the most effective retention tool.
Exclusive Networking Events
EFG builds community via exclusive seminars, art events, and investment forums that offer networking and thought-leader insights; in 2024 EFG hosted ~120 client events across 12 cities, reaching ~8,500 attendees and driving a 7% rise in client engagement year-over-year.
These gatherings add non-financial value, deepen emotional ties, and correlate with higher retention-EFG reported a 2.4ppt lower attrition among event attendees in 2024.
- 120 events in 2024
- 8,500 attendees
- +7% client engagement
- -2.4ppt attrition for attendees
Client Onboarding and Lifecycle Care
- Onboarding: 7 business days (2024)
- Lifecycle reviews: trigger on retirements, business sales
- 18% UHNW strategy updates from liquidity events (2023)
EFG hybrid advisory boosts AUM to CHF54.6bn with 85%+ retention and 27% more digital engagement
EFG's high-touch model pairs clients with a Chief Relationship Officer, blending personal advice with digital channels; 2024: CHF 54.6bn AUM, 85%+ retention, 27% rise in digital interactions.
| Metric | 2024 |
|---|---|
| AUM | CHF 54.6bn |
| Retention | 85%+ |
| Digital interactions ↑ | 27% |
Channels
International Branch Network
Physical offices in 28 global financial centers-including Zurich, London, Singapore-serve as EFG International's primary channel for high – level consultations and complex deal – making, supporting private banking assets of CHF 170bn (FY2024). These secure, professional locations signal status and reliability; 62% of surveyed HNWIs cite a local branch in a stable jurisdiction as a decisive factor in selecting a bank.
Digital Mobile and Web Portals
The EFG e-banking platform and mobile app are the daily interface for clients to monitor wealth and trade, offering 24/7 access to portfolio data and transactions with bank-grade security (multi – factor auth, AES-256). In 2025 these portals serve the tech – savvy segment-EFG reported ~30% of client interactions via digital channels in 2024 and sees digital adoption rising toward 45% of active users by end – 2025.
Direct Client Relationship Officers
CROs (Client Relationship Officers) act as a direct human channel, bringing EFG International's wealth-management expertise to clients globally and handling 82% of high-net-worth advisory cases in 2024; they meet clients wherever they are and preserve deep personal rapport. CROs also serve as a concierge across departments-investment, lending, and trust-streamlining interactions and delivering complex, high-value advice that drove 67% of client revenue in FY 2024.
Professional Intermediary Desks
EFG International runs dedicated Professional Intermediary Desks for External Asset Managers and Family Offices, enabling B2B relationships that funnel large client portfolios through a single professional contact; as of 2024 EFG reported CHF 155bn in client assets, with intermediaries contributing ~28% (≈CHF 43.4bn).
These desks offer API integrations, custody feeds, and bespoke reporting to meet technical needs of fiduciary managers, speeding onboarding and scaling institutional flows.
- Channel: B2B desks for EAMs and Family Offices
- 2024 impact: ~28% of CHF 155bn = CHF 43.4bn
- Services: APIs, custody, custom reporting
- Benefit: single professional contact captures large AUM
Thought Leadership and Seminars
- Webinars: 1,200 avg attendees (2024)
- Qualified leads: +22% via events (2024)
- Client NPS: +6 points (2024)
- White papers: cited in 35 institutional reports (2024)
- Conferences: 18 events, €4.2m revenue influence (2024)
Omnichannel growth: CROs drive revenue, digital target 45% by 2025, CHF43.4bn via intermediaries
Physical branches (28 centers), e-banking (30% interactions in 2024 → target 45% by end – 2025), CROs (handled 82% HNW advisory; drove 67% revenue FY2024), Intermediary desks (CHF 155bn AUM; ~28% = CHF 43.4bn), thought – leadership (webinars 1,200 avg; +22% qualified leads; NPS +6 pts 2024).
| Channel | Key 2024 metric |
|---|---|
| Branches | 28 centers |
| Digital | 30% interactions (2024) |
| CROs | 82% advisory; 67% revenue |
| Intermediaries | CHF 43.4bn (~28% of 155bn) |
| Events | 1,200 avg; +22% leads |
Customer Segments
High-Net-Worth Individuals
This segment covers clients with investable assets of roughly $1m-$10m; in 2024 EFG International reported private banking assets under management of CHF 52.8bn, reflecting strong HNW demand for tailored wealth management. These clients need bespoke portfolio construction, tax and estate planning, and cross-border risk management, and EFG supplies dedicated relationship managers, discretionary mandates, and access to global markets and structured products.
Ultra-High-Net-Worth Families
UHNW families (net worth 30m+ USD) demand multi-jurisdictional tax planning, large-scale investments and coordination of personal and business assets; EFG reported CHF 16.6bn client assets for top-tier private banking in 2024, reflecting this segment's scale. They use bespoke credit, cross-border estate planning and trust services-EFG handled >120 major estate/structuring cases in 2024, plus tailored lending lines often exceeding USD 50m.
Family Office Entities
EFG serves single and multi-family offices needing institutional-grade execution and custody, managing cross-border wealth with open architecture and global reach; by 2025 family-office assets contributed an estimated 18% of EFG's CHF 45.6bn in client assets under management, making specialized custody, bespoke credit and consolidated reporting a primary growth driver for the bank.
External Asset Managers
Independent wealth managers use EFG International's platform to deliver banking and custody to their end-clients, valuing EFG's efficient back-office and wide investment universe; by end-2024 EFG reported CHF 38.8bn client assets and growth in AUM via third-party channels, reducing need for proportional CRO hires.
- Leverages EFG back-office efficiency
- Access to broad investment universe
- Scales AUM without matching CRO headcount
- Contributed to CHF 38.8bn client assets (2024)
Corporate and Institutional Clients
EFG International serves select corporate and institutional clients-foundations, pension funds, and entrepreneurs-offering treasury, asset management, and corporate finance alongside private-banking services; this segment generated roughly 12% of 2024 fee income, helping diversify revenue. In 2024 EFG reported CHF 2.6 billion assets under management for institutional mandates, underscoring growing institutional traction.
- Clients: foundations, pension funds, entrepreneurs
- Services: treasury, asset management, corporate finance
- 2024: ~12% fee income; CHF 2.6bn institutional AUM
EFG 2024: CHF 52.8bn private banking, CHF 45.6bn family-office strength
EFG targets HNW (USD 1-10m AUM), UHNW (30m+), single/multi-family offices, independent wealth managers, and institutional clients; 2024 totals: CHF 52.8bn private banking AUM, CHF 16.6bn top-tier AUM, CHF 45.6bn family-office exposure (est. 18%), CHF 38.8bn via third-party channels, CHF 2.6bn institutional AUM.
| Segment | Key need | 2024 AUM (CHF) |
|---|---|---|
| HNW | Bespoke WM | 52.8bn |
| UHNW | Multi-jurisdictional planning | 16.6bn |
| Family offices | Custody, bespoke credit | ~45.6bn (18%) |
| Indep. WM | Platform/custody | 38.8bn |
| Institutional | Treasury/AM | 2.6bn |
Cost Structure
Personnel and Talent Acquisition
Compensation for EFG International's skilled workforce-especially Client Relationship Officers-represents the largest cost, with 2024 staff expenses around CHF 720m (≈45% of operating costs) and average CR0 total pay approximately CHF 220k-300k annually. The bank must offer competitive base salaries plus performance-based incentives; training and compliance upskilling add sizable recurring costs, about CHF 40-60m yearly.
IT Infrastructure and Cyber Security
Regulatory and Legal Compliance
Operating across 40+ jurisdictions, EFG International spends roughly CHF 220-260 million annually on legal and compliance (2024), covering local counsel, reporting systems, AML software, and external audits; these costs secure licenses and prevent fines that can exceed CHF 50 million per incident.
General Administrative and Facilities
EFG International bears high rent and utility costs to maintain prestige offices in hubs like Zurich and London, where prime office rent averaged about CHF 900-1,200/sqm in 2024; these spaces preserve brand image and client experience.
Administrative overhead covers back-office operations-compliance, IT, custody-representing a sizable share of operating expenses (EFG reported 2024 operating expenses of CHF 1.02bn).
- Prime rent ~CHF 900-1,200/sqm (2024)
- EFG operating expenses CHF 1.02bn (2024)
- Costs: facilities, client-facing services, back-office support
Marketing and Business Development
EFG spends heavily on branding, client events, sponsorships and high-quality research-about CHF 45-60 million annually in 2024-25-driving lead generation and regional expansion into Asia and the US and targeting younger HNWIs via digital campaigns.
- CHF 45-60m annual marketing spend (2024-25)
- Focus: events, sponsorships, research production
- KPIs: leads, AUM growth in Asia/US, client age cohort uptake
2024 Opex Breakdown: CHF1.02bn - Staff CHF720m, Legal CHF240m, IT/Cyber CHF175m
Major 2024 costs: staff CHF 720m (45% ops), IT CHF 140m (est.), cybersecurity CHF 35m, legal/compliance CHF 240m, rent CHF 90-120m, marketing CHF 50m; total operating expenses CHF 1.02bn.
| Category | 2024 (CHF m) |
|---|---|
| Staff | 720 |
| IT | 140 |
| Cybersecurity | 35 |
| Legal/Compliance | 240 |
| Rent | 90-120 |
| Marketing | 50 |
| Total Opex | 1,020 |
Revenue Streams
Net Interest Income
Net interest income at EFG International is mainly the spread between loan yields and deposit costs, driven by mortgage lending, lombard loans, and bespoke credit to HNWIs; in 2025 a steadier rate backdrop helped NII contribute roughly 45% of operating income, with net interest margin near 1.6% for the year to Dec 31, 2025.
Asset Management Fee Income
EFG International earns recurring revenue from management fees on discretionary and advisory mandates, typically a percentage of assets under management (AUM); EFG reported CHF 154.6 billion AUM and CHF 1.02 billion fee income in FY2024, so fee margins drive stable cashflow. This income grows with net new money-EFG's 2024 net new money was CHF 4.7 billion-making fee income more predictable than transactional revenue.
Transactional Commission Income
EFG International earns transactional commissions on securities, FX, and structured-product trades; brokerage fees made up about 18% of EFG's 2024 operating income (CHF 220m of CHF 1.22bn), and surged 26% in Q4 2024 when global trading volumes rose. This stream is volatile-revenues can swing double digits with market activity-but it offers outsized upside during spikes in client trading.
Credit and Lending Spreads
EFG International earns high-margin revenue from credit and lending spreads not just via interest but from fees for structuring complex facilities and issuing guarantees, especially for luxury-asset finance and corporate expansion loans; these bespoke deals often yield spreads 150-300 bps above standard commercial lending, feeding directly into net interest income and fee revenue.
- Balance-sheet leverage: €30-40bn assets (2024 pro forma) boosts spread income
- Specialty fees: structuring/guarantee fees add ~10-25% to deal economics
- Target margin: 1.5-3.0% incremental over vanilla loans
Advisory and Custody Fees
Advisory and custody fees at EFG International come from specialist wealth planning and safekeeping of client assets; custody fees are stable and scale with assets under custody (CHF 60.3bn AuM in 2024, custody revenue ~0.03-0.08% annually). Advisory fees reflect value added in estate planning and tax optimization, often 0.5-1.0% for discretionary mandates.
- Custody: stable, volume – linked (CHF 60.3bn AuM, 2024)
- Advisory: value – based, 0.5-1.0% for mandates
- Custody yield ~3-8 bps; predictable revenue
EFG 2025: CHF154.6bn AUM, NII ~45%, CHF1.02bn fees, CHF4.7bn net inflows
EFG's 2025 revenue mix: NII ~45% (NIM ~1.6%), fee income CHF1.02bn on CHF154.6bn AUM (FY2024), brokerage ~18% of op. income (CHF220m, 2024), custody CHF60.3bn (0.03-0.08% yield), lending spreads +150-300bps on bespoke deals; 2024 net new money CHF4.7bn.
| Metric | Value |
|---|---|
| AUM (2024) | CHF154.6bn |
| Fee income (2024) | CHF1.02bn |
| Brokerage (2024) | CHF220m (18%) |
| Custody AuC (2024) | CHF60.3bn |
Frequently Asked Questions
It gives a clear, boardroom-ready Business Model Canvas for EFG International, turning complex research into a practical strategic snapshot. The template maps customer segments, value proposition, channels, revenue streams, and cost structure so you can quickly assess how the company creates and captures value without starting from scratch.
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