Efg International Ag

EFG International AG is listed on the SIX Swiss Exchange (ticker EFGN, ISIN CH0022268228) and, as a Swiss listed company, discloses significant shareholders through notifications to the SIX Disclosure Office under Swiss financial-markets disclosure rules rather than through a complete shareholder register. Zavia’s registry snapshot for EFG International AG lists 19 recorded holdings, of which a sample of five — all institutional index or fund managers such as Vanguard Tax-Managed Fund/Vanguard Developed Markets Index Fund, DFA International Small Cap Value Portfolio, iShares MSCI EAFE Small Cap ETF, Vanguard International Stock Index-Total International Stock Index Fund, and Oakmark International Small Cap Fund — each report holdings of roughly 1% to 5.3% of share capital, verified as of 10 August 2026. This sample does not include the company’s two largest and most frequently reported shareholders, which is a material gap addressed below.

According to secondary market-data sources referencing the company’s own investor disclosures, EFG International AG’s largest shareholder is EFG Bank European Financial Group SA, a Geneva-based holding company associated with the Latsis family; reported figures for its stake vary by source and date, from approximately 44.9% (as at 31 December 2024, per one secondary source) to approximately 45.8%–48.9% in more recent, undated third-party market-data summaries. The second-largest disclosed holder is linked to Banco BTG Pactual SA/BTGP-BSI Limited — the Brazilian banking group that received EFG International shares as partial consideration when it sold BSI SA to EFG in 2016 — with reported stakes of approximately 13.3% in the sources reviewed. This research was not able to directly access the primary shareholder-structure section of EFG International’s own Annual Report 2025 (the PDF document could not be parsed as text during this review), so these percentages should be treated as reported by secondary sources rather than independently confirmed against the primary filing.

Ultimate beneficial ownership

The Latsis family is widely and consistently reported, including through EFG International’s own board composition (John S. Latsis sits on the Board of Directors), to be the controlling family behind EFG Bank European Financial Group SA and, through it, behind EFG International AG. No source reviewed during this research, however, provided a complete, dated ownership chain naming a specific natural person and a calculable effective percentage that would meet this profile’s evidentiary bar for a verified UBO figure. A verified ultimate beneficial owner is therefore not identified for this profile, notwithstanding the well-reported Latsis family control relationship.

Data availability

Shareholder disclosure for EFG International AG is best described as major shareholders only: Swiss disclosure thresholds require notification once a holding crosses set percentage thresholds, so holders below those thresholds are not individually identified. The registry sample reviewed for this profile is materially incomplete, as it omits the two shareholders most consistently reported elsewhere as EFG International’s largest holders; this profile should not be read as a complete or current shareholder register.

Sources

• EFG International, Share information (official investor relations page). https://www.efginternational.com/us/investors/share-information.html
• Wikipedia, “EFG International.” https://en.wikipedia.org/wiki/EFG_International
• Wikipedia, “EFG Bank European Financial Group.” https://en.wikipedia.org/wiki/EFG_Bank_European_Financial_Group
• MarketScreener, EFG International AG company shareholders page. https://www.marketscreener.com/quote/stock/EFG-INTERNATIONAL-AG-163920/company-shareholders/
• Retrieved 11 September 2026.

Zavia’s registry snapshot for EFG International AG records 25 officer/signatory entries in total, drawn from the Swiss Commercial Register (Handelsregister) rather than from the company’s own investor-facing governance disclosures. A sample of five reviewed entries includes both Commercial Register signatories — such as Kurt Haueter and Dimitrios Politis, recorded with collective two-person signing authority — and individuals who are also confirmed current members of EFG International’s governance bodies, including Demis Stucki (Chief Operating Officer), Dimitris Ch. Politis (Chief Financial Officer & Deputy Chief Executive Officer) and Konstantinos Tsiveriotis, recorded in the register as “Mitglied des Verwaltungsrates” (Member of the Board of Directors). This mix reflects normal Swiss Commercial Register practice of recording every person with signing authority, a broader population than the formally elected Board of Directors and Executive Committee described below.

Per the results of EFG International’s 21st Annual General Meeting, held 20 March 2026, the Board of Directors comprises 12 non-executive members, each re-elected or elected for a one-year term: Alexander Classen (Chair), Yvonne Bettkober, Emmanuel L. Bussetil, Boris F.J. Collardi, Luisa Delgado, Wanda Eriksen, Roberto Isolani, John S. Latsis, Maria Leistner, Philip J. Lofts, Carlo M. Lombardini and Konstantinos Tsiveriotis. The Executive Committee is chaired by Chief Executive Officer Giorgio Pradelli, in post since 1 January 2018, and its other members are Dimitris Politis (Chief Financial Officer & Deputy CEO), Demis Stucki (Global Chief Operating Officer), Ioanna Archimandriti (Global Head of Human Resources), Vassiliki Dimitrakopoulou (Global Head of Legal & Compliance), Enrico Piotto (Chief Risk Officer) and Andre Portelli (Head of Investment & Client Solutions).

Recent officer changes

• Yvonne Bettkober and Wanda Eriksen joined the Board of Directors in 2025, and Luisa Delgado joined effective 1 September 2025, while Prasanna Gopalakrishnan, Pericles P. Petalas, Stuart M. Robertson and Yok Tak Amy Yip did not stand for re-election at the 2025 Annual General Meeting. Source: WealthBriefing report on the 2025 AGM results.
• Konstantinos Tsiveriotis was elected to the Board of Directors in 2025 subject to regulatory approval, and was re-elected at the AGM held 20 March 2026. Source: WealthBriefing.
• Alexander Classen was re-elected Chair of the Board for a further one-year term at the AGM held 20 March 2026. Source: EFG International, results of the Annual General Meeting.

Data availability

Nationality is not disclosed for any director or officer in the sources reviewed for this profile and is treated here as “Not disclosed” rather than inferred from name, address or country of residence. In Zavia’s Commercial Register-sourced sample, every reviewed entry shows a correspondence country of Switzerland; this reflects the register’s Swiss correspondence-address requirement and is not evidence of any individual’s nationality or actual residence. No literal encoding-corruption sequences were found in the reviewed officer text fields.

Sources

• EFG International, results of the 21st Annual General Meeting (20 March 2026). https://www.efginternational.com/media/2026/results_of_todays_annual_general_meeting.html
• EFG International, Executive committee (official organisation page). https://www.efginternational.com/about/organization/executive-committee.html
• WealthBriefing, “EFG International Shareholders Approve Dividend Raise, Re-Elections.” https://www.wealthbriefing.com/html/article.php/efg-international-shareholders-approve-dividend-raise,-re_dash_elections
• WealthBriefing, “EFG International Re-Elects Chairman, Approves Dividend.” https://www.wealthbriefing.com/html/article.php/efg-international-re_dash_elects-chairman,-approves-dividend
• Retrieved 11 September 2026.

EFG International AG is the ultimate, publicly listed holding company at the top of the EFG International group and, in the sources reviewed for this profile, is not shown as a subsidiary of any other verified corporate parent; its largest reported shareholder, EFG Bank European Financial Group SA, is addressed in the Shareholders section above rather than here, since a reported stake below full ownership does not by itself establish a verified parent-subsidiary relationship for this section. Per EFG International’s own Annual Report 2025 (Note 52, “Shares in subsidiary undertakings”), the Group’s main subsidiaries at 31 December 2025 comprised 14 entities across 10 jurisdictions, led by its principal operating bank, EFG Bank AG (Zurich), together with banking, asset-management, broker-dealer and finance subsidiaries in Monaco, the Bahamas, Liechtenstein, Luxembourg, the United Kingdom, Switzerland, the United States, Guernsey, Australia and New Zealand. All listed entities are wholly owned (100%) except Shaw and Partners Ltd (Sydney), held at 75%. Cité Gestion SA and Investment Services Group Ltd were both added to the list during 2025 following acquisitions. Information date: 31 December 2025.

Verified corporate relationships

Recent structural changes

• 26 January 2026: EFG International announced an all-cash agreement to acquire Quilvest (Switzerland) Ltd, a Zurich-based private bank with approximately CHF 5.3 billion in client assets; the transaction had not completed as of the information date above and remained subject to regulatory approval, with completion expected in the third quarter of 2026. Source: EFG International media release.
• 6 October 2025: EFG International completed the acquisition of Cité Gestion SA (Geneva), added as a wholly owned banking subsidiary. Source: EFG International, Annual Report 2025.
• 31 July 2025: EFG International completed the acquisition of Investment Services Group Ltd (Auckland, New Zealand), added as a wholly owned financial-services subsidiary. Source: EFG International, Annual Report 2025.

Data availability

Corporate-linkage information for EFG International AG’s subsidiaries is best described as full for the entities the Group itself designates as material: the underlying Annual Report 2025 note lists only subsidiaries that generally contribute CHF 5 million or more to net profit attributable to equity holders, or that the Group otherwise deems regionally or operationally significant, so smaller subsidiaries, branches and representative offices are not individually named in this section. No verified parent company is identified for EFG International AG itself; its reported largest shareholder is treated in the Shareholders section rather than as a verified corporate parent, since the evidence reviewed does not establish a majority or controlling ownership stake.

Sources

• EFG International, Annual Report 2025, Note 52 “Shares in subsidiary undertakings”, p.215. https://a.storyblok.com/f/272522/x/b7b18673fe/efg_annual_report_2025.pdf
• EFG International, “EFG International to acquire Zurich-based private bank Quilvest Switzerland” (26 January 2026). https://www.efginternational.com/media/2026/efg_international_to_acquire_zurich-based_private_bank_quilvest_switzerland.html
• Retrieved 11 September 2026.