# EFG Private Wealth Management (Americas)

EFG Private Wealth Management (Americas) is an Asset Manager based in Miami, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** Undisclosed
- **Website:** efginternational.com

## Regulatory record

- **CRD number:** 158905
- **SEC file number:** 801-72773
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158905

## About

EFG Private Wealth Management (Americas) Corp. is an SEC-registered investment adviser in Miami, FL, since 2011. The firm manages $2.3 billion in assets, with $1.9 billion on a discretionary basis. It has 56 employees and 25 investment advisers.

## Questions

### How does EFG Americas differ from a traditional US private bank or RIA?

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.

### What is the relationship between EFG International and BTG Pactual?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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