EFG teams up with Capital Group to expand investment solutions

Core Viewpoint - EFG International has partnered with Capital Group to jointly develop and distribute investment products, enhancing EFG's open-architecture approach to investment offerings as part of its 2026-2028 strategy [1][2]. Group 1: Collaboration Details - The collaboration will allow EFG clients to access a wider range of investment options from Capital Group, including both existing and future products [1]. - EFG and Capital Group will work together internationally to identify and develop additional investment solutions [2]. Group 2: Strategic Goals - EFG aims to increase content innovation and product sophistication, thereby strengthening its personalized offerings to clients [3]. - The partnership is designed to provide clients with a broader suite of products to help them achieve their financial goals [3]. Group 3: Capital Group Overview - Capital Group manages $3.2 trillion in assets and employs over 9,000 staff across 33 offices globally [4]. - The collaboration reflects a shared commitment to client-centric investing and aims to broaden access to high-quality, actively managed investment solutions [4]. Group 4: Recent Developments - Earlier in the year, EFG announced its intention to acquire Zurich-based private bank Quilvest (Switzerland), with the deal expected to close in the third quarter of 2026, pending regulatory approval [4].