EFG International is forming a strategic collaboration with Capital Group, the two companies announced on Tuesday.

The objective of the partnership is the joint development, co-creation and distribution of investment solutions, thereby further strengthening EFG’s open product platform. In its 2026–2028 strategy, presented last November, EFG set out plans to expand its open-architecture approach and enhance personalized client service.

Capital Group Tailors Solutions for EFG Clients

Capital Group’s solutions will be customized to the individual investment objectives and risk profiles of EFG’s clients. In addition, EFG’s Client Relationship Officers (CROs) and Investment Counsellors (ICs) will gain access to Capital Group’s extensive education and training resources, including in-person sessions, digital platforms, and direct engagement with investment specialists and the Client Solutions team.

With more than 9'000 employees and 33 offices worldwide, Capital Group ranks among the largest active asset managers globally. The firm oversees approximately 3,2 trillion euro in assets on behalf of financial intermediaries and institutional clients. It also maintains a presence in Switzerland.

Boosting Innovation

«This collaboration brings together EFG’s global private banking expertise and comprehensive investment know-how with the proven capabilities of Capital Group, one of the world’s largest active asset managers. It enables us to further enhance the innovative strength of our offering and the sophistication of our product range, while reinforcing our holistic and consistently personalized client solutions,» said André Portelli, Global Head of Investment & Client Solutions at EFG.

«Capital Group aims to be a long-term partner to leading financial institutions worldwide. Our collaboration with EFG is built on a shared understanding of client-focused investing and the ambition to further expand access to high-quality, actively managed investment solutions,» said Grant Leon, Head of Financial Intermediaries, Europe and Asia-Pacific at Capital Group.