EFG Bank (Luxembourg) S.A.

EFG Bank (Luxembourg) S.A. is the Luxembourg private banking unit of EFG International, a Swiss wealth management group listed on SIX Swiss Exchange (ticker: EFGN). The bank focuses on private banking and wealth management for international clients and intermediaries, offering discretionary and advisory portfolio management, execution-only brokerage, custody, multi-currency accounts, payment services, and secured lending against financial assets, with access to funds, equities, fixed income, and structured products via an open-architecture platform. It is authorised as a credit institution in Luxembourg and supervised by the Commission de Surveillance du Secteur Financier (CSSF), operates under EU prudential and conduct frameworks (CRR/CRD, MiFID II) and Luxembourg AML/CTF rules, and participates in the Fonds de garantie des dépôts Luxembourg, which covers eligible deposits up to EUR 100,000 per depositor per bank; eligible investment claims may fall under the Système d’indemnisation des investisseurs Luxembourg within statutory limits. Account opening is subject to standard private-banking onboarding, source-of-wealth verification and cross-border restrictions based on client domicile; service availability and product access depend on local regulations. Fees are set by mandate and product and typically include custody, brokerage, and management or performance charges disclosed pre‑contractually; minimum relationship sizes apply. The Luxembourg entity is integrated with EFG’s international booking centres for cross-border custody and account arrangements, and group-level governance, capital and risk information is published by EFG International. Reporting, suitability and appropriateness assessments, and tax documentation are provided in line with regulatory requirements, including CRS and FATCA.