Best Boutique Private Bank – Greater China

EFG International

Winners Rationale

“Over the past year, EFG International’s Greater China business has demonstrated strong business momentum, cementing its reputation as a leading boutique private bank in the region. The bank has consistently delivered on its strategic objectives, reflecting disciplined execution and a clear focus on cultivating high-value client relationships,” said Audrey Raj, editor of Asian Private Banker. 

“Central to EFG’s success is its entrepreneurial approach to private banking, embedded in the firm’s culture and brought to life through its distinctive client relationship officer (CRO) model. This framework allows CROs to provide highly personalised service, fostering long-term, trusted relationships with clients. Clients benefit from continuity and deep engagement, while CROs are empowered with the autonomy to develop their business within a transparent, performance-linked compensation structure.

“EFG has further strengthened its business by attracting top-performing CROs with substantial portfolios, driving record net new assets and revenue, while maintaining a disciplined cost-to-income ratio. By integrating client-focused service, talent development, and global support, EFG delivers tailored wealth management solutions that consistently achieve strong outcomes, foster loyalty, and set the bank apart in a competitive market.

“What’s more, the bank’s commitment to nurturing young talent in sport — through initiatives such as the EFG Young Athletes Foundation and the Hong Kong China Tennis Association — highlights how EFG goes beyond banking to give back to society and support the next generation. 

“EFG International’s clear strategic direction, innovative CRO model, and entrepreneurial culture have translated into strong and sustainable business performance, demonstrating why it remains a boutique market leader in Greater China and a highly deserving recipient of the Best Boutique Private Bank – Greater China award.”

Back to winners