# EFG Asset Management (EFGAM) EFG Asset Management (EFGAM) is an Asset Manager based in London, United Kingdom. ## Overview - **Organization type:** Asset Manager - **Headquarters:** London, United Kingdom - **Region:** Europe - **Address:** London, United Kingdom - **Founded:** 2021 - **Assets under management:** Undisclosed - **Website:** efgam.com - **LinkedIn:** https://www.linkedin.com/company/efg-asset-management ## Regulatory record - **Reports private funds:** No ## About EFG Asset Management was established as the investment arm of EFG International, the Zurich-headquartered private bank that traces its origins to the von der Goltz, Finck, and Latsis families. While the bank itself was formed through generations of European wealth management, EFGAM was built as a distinct institutional unit to serve clients beyond the private bank's own books. It runs the New Capital fund range, a Luxembourg-domiciled UCITS platform covering equity, fixed income, and multi-asset strategies. The firm sources third-party managers globally, blending its own manager research with portfolio construction for a client base that includes institutions, intermediaries, and private banks in Europe, Asia, and the Middle East. EFGAM constructs portfolios by selecting external managers rather than running in-house trading teams for most strategies. Its alternatives practice spans hedge funds, private equity, private credit, real assets, and infrastructure — typically accessed through funds or co-investment structures. The New Capital Global Alpha Fund, for example, allocates to a diversified set of hedge fund managers across strategies including equity long/short, event-driven, and macro. On the private side, the firm has committed to buyout, venture, and special situations funds in North America and Europe, while the real assets sleeve includes timberland, farmland, and core infrastructure managers (per the firm's official communications, 2025). EFGAM's fixed income range leans heavily on specialist credit managers in direct lending, structured credit, and emerging market debt. EFGAM operates as a capital-light manager-of-managers, so team size and proprietary deployment figures are modest relative to the asset pools it advises. The London office houses the core investment group, with distribution presence in Switzerland, Hong Kong, and Miami. As a subsidiary of a regulated Swiss bank, EFGAM's governance and compliance infrastructure mirrors the parent's, giving it the ability to market UCITS and AIFMD-compliant vehicles across the EU and select Asian jurisdictions. In November 2023, EFG International announced a strategic partnership with Liontrust Asset Management that saw EFGAM retain its New Capital franchise while exploring joint product development (per EFG International press release, November 2023). EFGAM's structural differentiator is its embedded distribution inside a private banking network while running a UCITS platform that is sold to external wealth managers and institutions. Most fund-of-funds boutiques lack a captive private-bank channel; most bank-owned asset managers run proprietary strategies. EFGAM sits between — it curates external managers and offers them through a bank-grade product wrapper, essentially operating as an independent manager-research team with a built-in client base. ## Sectors - Hedge Funds - Private Credit - Private Equity - Real Estate - Infrastructure ## Questions ### What is the relationship between EFG Asset Management and EFG International? EFGAM is a wholly owned subsidiary of EFG International, the Swiss-listed private banking group. The asset manager was created as the bank's institutional investment arm, responsible for building and distributing fund products under the New Capital brand. While EFG International serves high-net-worth individuals through relationship managers, EFGAM focuses on manager selection, portfolio construction, and fund distribution to both internal bank clients and external institutions. ### Does EFGAM run its own investment strategies or select external managers? EFGAM primarily operates as a manager-of-managers, selecting third-party fund managers for its New Capital UCITS platform and segregated mandates. In its equity and fixed income strategies, the firm blends internal asset-allocation decisions with external manager selection. In alternatives, including hedge funds, private equity, private credit, and real assets, EFGAM commits to external funds rather than deploying capital directly into operating companies. ### What alternatives strategies does EFGAM allocate to? EFGAM's alternatives practice covers hedge funds, private equity, private credit, real assets, and infrastructure. The New Capital Global Alpha Fund provides diversified hedge fund exposure across long/short equity, event-driven, macro, and relative value strategies. On the private side, EFGAM commits to buyout, venture, and special situations funds, while its real assets allocation includes timberland, farmland, and core infrastructure managers (per the firm's official communications, 2025). ### How does the Liontrust partnership affect EFGAM's operations? In November 2023, EFG International announced a strategic partnership with Liontrust Asset Management, a London-listed specialist fund manager. Under the agreement, EFGAM retained its New Capital franchise and continued to operate independently, while the two firms formed a joint venture for select product development and distribution initiatives (per EFG International press release, November 2023). ### What is the New Capital fund platform? New Capital is EFGAM's Luxembourg-domiciled UCITS fund umbrella, covering equity, fixed income, multi-asset, and alternatives strategies. The funds are built by selecting external managers, with EFGAM acting as the investment adviser responsible for manager research, allocation, and ongoing monitoring. The platform serves EFG International's private banking clients as well as institutional investors and intermediaries in Europe and Asia. ## Related profiles - [E.H. Booth & Co.](https://altss.com/profile/eh-booth-and-co) - [Equator Impact](https://altss.com/profile/equator-impact) --- Updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/efg-asset-management-efgam Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology