What Makes a Great Private Bank? – Here’s What the CEOs Say

Giorgio Pradelli, CEO, EFG International:

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Comprehensive offering with investment and credit solutions: EFG CEO Pradelli. (Image: Courtesy)

As a global private bank, it is essential that we maintain close relationships with our clients worldwide and stand by them as a partner. This is especially important in today’s climate of geopolitical tensions and market disruption.

Once again, the value of diversification becomes clear—across asset classes but also geographically.

Clients as Global Citizens

Our ultra-high net worth clients are global citizens, and for them, cross-border private banking is a way to mitigate geopolitical risks. That’s why they value our global footprint with booking centers in all major financial hubs.

Switzerland, with its stable environment and long-standing wealth management tradition, remains highly attractive and is perceived as a safe haven.

Comprehensive Offering

Clients want choices: A good private bank must respond to their diverse needs with a comprehensive offering.

We provide investment and lending solutions, wealth advisory services, and access to global markets and experts.

Next-Generation Needs

With our entrepreneurial and partnership-driven approach, many of our clients are entrepreneurs themselves. We build long-term relationships that foster mutual trust—often across generations.

As the global wealth transfer approaches, we are engaging closely with the next generation and understanding their needs.

They value digital solutions and sustainability criteria—but they also appreciate direct dialogue with our relationship managers and investment specialists.


Next up: the statement by Cynthia Tobiano, Deputy CEO, Edmond de Rothschild.