Efg Bank Ltd.
$3.2B reported client assets across 3 advisory firms in FY2019 annual amendments
Reported client assets over time
$101M
$3.1B
2017
2019
Same-firm comparison: 2 firms that reported Efg Bank Ltd. in both FY2018 and FY2019 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017 is shown but partial — only FY2017: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Amova Asset Management Co., Ltd. | $2.2B | $197B | 1.1% | 06/27/2019 |
| Glg Partners Lp | $953M | $33.0B | 2.9% | 03/27/2020 |
| Lugano Financial Advisors S.A. | $98.2M | $827M | 11.9% | 01/31/2020 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.