EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Overview

EFG Private Wealth Management (Americas) Corp. operates as an independent registered investment adviser that serves both high‑net‑worth individuals and institutional clients. The firm is structured as a corporation with foreign-entity and individual ownership and has been SEC‑registered since 2011. It positions itself as a capital allocator: managing discretionary portfolios directly while also selecting and overseeing third‑party managers for clients. Advisory services include portfolio management for individuals, small businesses and institutions, and the selection of other advisers when a fiduciary or outsourced CIO approach is appropriate. Investment activity centers on a blend of exchange‑traded equities and fixed‑income exposure, with a stated preference toward ETFs as the primary vehicle for equity exposure and portfolio construction. The firm is not an active ESG investor and does not operate as a multi‑state adviser. Fee arrangements combine percentage‑of‑AUM billing with fixed fees, reflecting both traditional wealth management relationships and advisory or consulting arrangements for institutions. EFG maintains industry affiliations across the financial services ecosystem — including broker‑dealer, trust company, banking and insurance ties — and can act as sponsor or managing member of pooled investment vehicles. That connectivity supports its role as a capital allocator and as a selector of external investment managers.

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