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EFG International AG — Investor Relations & Filings

Ticker · EFGN ISIN · CH0022268228 LEI · 506700PR1R98BSF81139 SW Financial and insurance activities
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Filings indexed 36 across all filing types
Latest filing 2023-02-21 Annual Report
Country CH Switzerland
Listing SW EFGN

About EFG International AG

https://www.efginternational.com/

EFG International AG is a global private banking group that provides private banking, asset management, and wealth management services. The firm offers financial solutions and strategic advice to high-net-worth individuals, families, and entrepreneurs. Core offerings include holistic wealth planning, investment management, and custodian services. The company's business model is centered on an entrepreneurial approach to private banking, delivering expert market analysis and forward-looking insights to help clients manage their wealth across generations.

Recent filings

Filing Released Lang Actions
Annual Report 2022
Annual Report Classification · 100% confidence The document is explicitly titled 'Annual Report 2022' and contains comprehensive financial data, including consolidated financial statements, a financial review, a chair and CEO message, and detailed performance metrics for the fiscal year 2022. It meets the criteria for a full annual report as it covers company activity and full financial performance for the year. FY 2022
2023-02-21 English
EFGI_consolidated_ESEF_31-12-2021
Annual Report (ESEF) Classification · 100% confidence FY 2021
2022-06-08 English
Statement EFGI AG - Annual financial report 2021_signed
Audit Report / Information Classification · 95% confidence The document is titled 'Statement of EFG International AG on the annual financial report 2021' and contains confirmations from the CEO and CFO regarding the accuracy and fairness of the financial statements and management report, dated April 20, 2022. This statement is a formal declaration often accompanying the full Annual Report (10-K) or an Audit Report (AR). Since it is a formal statement confirming the contents of the annual financial report, it aligns closely with the scope of an Audit Report/Information (AR), which covers applied accounting principles and results related to the annual financials, rather than being the full 10-K itself or just an announcement of its release (RPA). Given the explicit reference to confirming the 'financial statements prepared in accordance with the applicable set of accounting standards,' AR is the most appropriate classification. FY 2021
2022-06-08 English
2022-04-29 EFG_International_Media_Release_Business update
Earnings Release Classification · 95% confidence The document is titled 'Ad hoc announcement pursuant to Art. 53 LR' and provides an update on business performance for the first three months of 2022 (Q1 2022). It discusses Assets under Management, net new asset growth, operating results, and capital position, which are typical components of an Earnings Release (ER) or Interim Report (IR). However, it also contains specific announcements regarding a proposed new member of the Board of Directors (Boris Collardi) and a planned share repurchase program. The key differentiator here is the mention of the Annual General Meeting (AGM) context ('In connection with Annual General Meeting of EFG International, EFG is providing an update...') and the specific announcement of a director nomination and the intention to convene an extraordinary shareholders meeting. Since it is an update tied to the AGM and includes management/board changes (nomination), it strongly suggests materials related to shareholder meetings or governance updates. Given the dual nature (Q1 performance update + Board nomination/shareholder vote context), it is most closely aligned with an AGM-related announcement or a combination of ER/MANG. Since it explicitly mentions the AGM and a director proposal, and it is an 'Ad hoc announcement' rather than a full quarterly report (IR) or a pure earnings release (ER), AGM-R is a strong candidate if it's preparatory material for the AGM. However, the content is primarily a performance update (ER/IR) combined with a Board nomination (MANG). Since it is an 'Ad hoc announcement' providing performance highlights and management changes, and it is not a full report, it fits best as an Earnings Release (ER) providing key highlights, or potentially a Regulatory Filing (RNS) if the primary purpose is the ad-hoc disclosure itself. Given the detailed financial performance summary for Q1, ER is highly appropriate. The mention of the AGM and director nomination suggests it might be a precursor to AGM materials, but the core content is the Q1 performance summary. I will classify it as an Earnings Release (ER) as it details the performance for the first three months of 2022, which is the primary focus, despite the secondary governance/AGM context. Q1 2022
2022-04-29 English
2022-02-18 Corporate Action - Exercise of Issuer Call Option - XS0204324890 FINAL
Delisting Announcement Classification · 99% confidence The document is a formal notice titled 'EFG Fiduciary Certificates – Redemption' dated February 18, 2022, detailing the mandatory repurchase and subsequent redemption of outstanding Certificates on May 3, 2022. This action involves the cancellation of financial instruments (Certificates, Bons de Participation, and Class B Shares) due to a corporate action (repurchase by the issuers). This clearly falls under changes to the company's capital structure or financing arrangements, specifically related to debt/certificate redemption. The most appropriate category among the provided definitions is 'Capital/Financing Update' (CAP), as it directly concerns the settlement and cancellation of issued financial instruments.
2022-02-18 English
EFG Hellas FDG Ltd., Jaarlijkse Financiële verslaggeving
Annual Report Classification · 100% confidence The document is titled 'Annual Report' and 'Report and Financial Statements' for EFG Hellas Funding Limited for the year ended 31 December 2009. It contains comprehensive financial statements (Income Statement, Balance Sheet, Cash Flow Statement, Statement of Changes in Equity), a Directors' Report, and an Independent Auditors' Report. This meets the criteria for a full annual financial report. FY 2009
2010-06-30 English

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