EFG Private Wealth Management (Americas)

EFG Private Wealth Management (Americas) Corp. is a wholly owned subsidiary of EFG International, a publicly traded Swiss private banking group listed on the SIX Swiss Exchange. The largest shareholder in EFG International is the controlling family of BTG Pactual, the Brazilian investment bank from which EFG's wealth management business originally spun out. The Americas subsidiary operates with its own US broker-dealer registration and capital base, but strategic direction and product manufacturing flow from Zurich.

The Americas unit is legally separate, holding SEC registration and maintaining its own balance sheet to provide bankruptcy-remote custody of US securities to clients. Investment products, including the New Capital fund range and private market offerings, are manufactured by the Swiss parent and distributed through the Miami office. Investment discretion typically sits with relationship managers in Miami, who construct portfolios within parameters set by the group's chief investment office in Zurich.

EFG Private Wealth Management (Americas) focuses almost exclusively on non-resident Latin American individuals and families with assets above the threshold typically required for discretionary portfolio management. The Miami office serves clients from Brazil, Mexico, Argentina, Chile, Peru, and Colombia who seek US-dollar-denominated accounts and US-situs real estate, fixed income, and equity exposure. The firm also maintains legacy relationships with some European and domestic US clients, but the Latin American cross-border corridor represents the dominant share of assets.

Through the parent group's New Capital fund platform, Americas clients can access private equity co-investments, hedge fund allocations, and direct real estate deals. The firm does not run its own captive private equity funds in the US. Instead, it relies on third-party manager selection and fund-of-fund structures managed by the group's investment solutions team in Europe. Real estate exposure typically takes the form of direct property acquisition in Miami and other US gateway cities on behalf of individual clients.

EFG Americas functions as a Swiss-style private bank operating under US regulatory structure, which creates a hybrid architecture that sits between a domestic RIA and an offshore booking center. Unlike most US private banks, the firm maintains no domestic retail branch network and does not lend against US payroll or domestic credit profiles. Its credit offerings are secured against managed portfolios and structured primarily for non-resident collateral, making the lending book structurally closer to Lombard lending than to a US bank's consumer credit operation.

EFG International was originally formed from the wealth management division of BTG Pactual, the Brazilian investment bank. The controlling shareholder group of BTG Pactual remains the largest shareholder in EFG International following the 2016 acquisition of BSI from Generali, which EFG funded partly through equity placed with the BTG controlling family. Operationally, the two firms are separate listed entities, but the shareholder overlap creates a de facto Brazil-to-Switzerland axis that informs EFG's strategic focus on Latin American wealth.

US-situs client assets are custodied through EFG Americas' own broker-dealer and investment adviser entities, with Pershing and other third-party custodians used for retail custody infrastructure. Non-US assets booked through the Miami office typically sit on the Zurich parent's balance sheet or remain in offshore booking centers including the Bahamas and Luxembourg, depending on client tax residence and structuring requirements.