EFG Asset Management

Daniel Murray serves as Deputy CEO and Chief Investment Officer, with Mozamil Afzal as Global Head of Investments running the portfolio management function. Both operate from the London headquarters. The investment committee draws on sector specialists across hedge funds, real estate, infrastructure, and private credit who manage individual strategy sleeves.

EFG Asset Management is the wholly owned investment-manufacturing subsidiary of EFG International, the Swiss-listed private banking group. It was carved out as a formal entity in 2004 to produce fund strategies and separate accounts that EFG International's private bankers distribute to their wealth-management clients. This creates a closed architecture: the parent bank owns both the product factory and the distribution channel.

No. EFG Asset Management is the asset-management arm of a publicly listed private bank. EFG International does have significant family ownership — the Latsis family of Greece were founding shareholders — but the asset manager operates as an institutional investment business, managing strategies for third-party clients alongside the parent company's own balance sheet and private-banking clients.

The firm targets real estate (both equity and debt), infrastructure, hedge fund strategies, private credit, and renewable energy. Its liquid alternatives and UCITS fund range covers traditional equity and fixed-income markets. The infrastructure sleeve has a notable focus on energy transition and renewables in Western Europe.

EFG Asset Management operates primarily as a fund manager, manufacturing its own strategies rather than allocating to third-party funds. It builds and manages pooled vehicles — including the New Capital UCITS platform — and creates separate accounts for institutional clients. Its parent, EFG International, does act as a feeder into these in-house strategies.

Capital comes from three main sources: EFG International's own balance sheet, the private-bank clients of EFG International across roughly 40 locations, and external institutional investors who buy into the asset manager's commingled funds or separate managed accounts. The firm does not disclose the proportion from each channel.

The firm does not disclose a dedicated impact-investing or philanthropic mandate. Its renewable-energy infrastructure strategies touch sustainability themes, but there is no publicly detailed impact-measurement framework or foundation-linked vehicle at the asset-manager level.