Efg Bank Ag
$1.0B reported client assets across 8 advisory firms in FY2023 annual amendments
Reported client assets over time
$56.8M
$1.3B
2019
2023
Same-firm comparison: 7 firms that reported Efg Bank Ag in both FY2022 and FY2023 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. 2019, 2020 are shown but partial — only FY2019: 2 cohort firms, FY2020: 2 cohort firms. No matched data for FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Efg Private Wealth Management (Americas) Corp. | $862M | $1.5B | 57.0% | 03/28/2024 |
| Bvb And Partners S.A. | $49.5M | $82.1M | 60.2% | 03/27/2024 |
| Azimut Investment Advisors Llc | $40.5M | $393M | 10.3% | 03/22/2024 |
| Ekanta Wealth Advisors Llc | $22.9M | $234M | 9.8% | 03/22/2024 |
| Pilotage Private Wealth Ag | $19.2M | $160M | 12.0% | 03/26/2024 |
| N | $17.8M | $100.0M | 17.9% | 03/13/2024 |
| Coast Capital Management, Lp | $10.3M | $115M | 9.0% | 03/27/2024 |
| Swiss American Advisors Ltd. | $7.8M | $54.3M | 14.4% | 05/26/2023 |
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.