Franco Polloni, Head Switzerland & Italy Region, EFG International:

Relationship Officers: Franco Polloni. (Image: courtesy)

EFG International is a global private bank with more than forty locations. For us, standing by our clients as a partner is central — particularly in times of geopolitical uncertainty. Client trust is our most valuable asset, and the personal relationship between our client advisors and their clients is its foundation. We advise many families over the long term and across generations.

On this basis, our more than 760 Client Relationship Officers deliver tailored services backed by independent advice. We want to give our relationship officers the right tools so they can serve clients even better and more personally. Alongside the expertise they can draw on from our global network, technology plays a decisive role. New tools — including AI-based ones — make our staff more efficient, freeing up more time for personal client relationships.

Technology as a Growth Driver

As a strategic pillar, technology is a key growth driver and a critical factor in ensuring the bank's operational resilience. In its current strategy cycle through 2028, EFG plans to increase technology investment by more than 50 percent compared to the preceding three years. These investments will be essential to ensuring that we remain one of the preferred destinations for successful entrepreneurs and affluent families.

Read the next page for the statement by Roman Pfranger, CEO, Neue Bank.