EFG International Acquires Quilvest (Switzerland) Ltd

EFG International has acquired Quilvest (Switzerland) Ltd. for an undisclosed amount, marking a significant expansion in its wealth management capabilities. Quilvest (Switzerland) Ltd., established in 1932 with roots in Zurich, operates as a boutique Multi-Family Office holding a Swiss banking license. It is recognized for its thought leadership in complex wealth management, serving successful families worldwide.

Quilvest's core expertise lies in Private Market Investments and comprehensive wealth planning. The firm tailors investment solutions to each client's unique needs, drawing from an open platform that offers access to both traditional liquid markets and private markets. Its collaborative approach involves top-tier professionals to optimize wealth structuring, aligning with the sophisticated demands of its global clientele.

This acquisition is strategically important for EFG International, as it significantly enhances its presence and specialized offerings within the multi-family office segment. By integrating Quilvest's deep expertise in private market investments and bespoke wealth planning, EFG aims to broaden its service portfolio and attract a wider base of high-net-worth families. The synergy between Quilvest's client-centric model and EFG's operational scale is expected to create a more robust and diversified wealth management proposition.

The combined entity is anticipated to leverage Quilvest's long-standing reputation and specialized capabilities to deliver an even more comprehensive suite of wealth management solutions. This strategic move is set to reinforce the combined firm's competitive position in the Swiss and international financial markets, offering enhanced value and expanded opportunities for clients seeking sophisticated wealth management and investment services.