EFG International Taps Blackrock’s Aladdin Wealth
Swiss private bank EFG International is bringing Blackrock’s Aladdin Wealth technology into its global advisory platform, marking a major leap in its multi-year digital transformation – and signalling a push toward deeper client insight, sharper risk analytics, and more scalable portfolio intelligence.
Zurich-based EFG International announced that it will integrate Aladdin Wealth – the wealth management technology suite developed by Blackrock – directly into its advisory platform.
The move represents a strategic investment in advanced analytics designed to enhance the bank’s growth trajectory and support its global network of Client Relationship Officers and Investment Counsellors.
According to a media release issued on Monday, the Aladdin Wealth integration will equip frontline teams with direct access to sophisticated portfolio modelling, scenario analysis, and real-time risk insights, enabling more informed decision-making and greater advisory consistency across markets.
Sharper Insights Across Entire Portfolios
EFG plans to leverage Aladdin Wealth as a single analytics engine that brings portfolio data, risk diagnostics, and proposal tools together in one interface. The platform will connect front-office teams to a unified view of client portfolios across public and private markets.
The result: deeper conversations, better-structured proposals, and more consistent advisory outputs – regardless of geography. Clients stand to benefit through more tailored guidance and enhanced visibility on how complex market environments shape their long-term allocations.
Client Centricity at the Core
Andre Portelli, global head of investment & client solutions at EFG, underscored the bank’s ambition to raise the bar for digital-enabled advice.
«As a global private bank, our objective is to provide clients with guidance to enable them to make informed investment decisions. With Aladdin Wealth, we are providing our clients, CROs, and ICs with a state-of-the-art investment engine that embeds the relevant information and provides a seamless digital experience, further strengthening EFG’s client centricity by allowing our CROs and ICs to deliver truly personalised service and impartial advice,» he said.
Changing Industry Landscape
For Blackrock, the partnership reflects shifting expectations in wealth management.
Zachary Lerner, head of Aladdin Wealth Tech in EMEA, noted: «The wealth management landscape is changing rapidly, driven by clients’ demand for deeper relationships, tailored solutions across public and private markets, and greater transparency. As EFG International accelerates its mission to enhance its digital platform, we are excited to roll out the Aladdin Wealth platform’s advanced portfolio risk and analytic capabilities.»
Strategic Step in Digital Evolution
The announcement underscores EFG International’s broader strategy to modernise its digital infrastructure while enhancing advisory quality. As competition intensifies in global private banking, the integration of Aladdin Wealth positions EFG to deliver more personalised, data-driven advice – and to do so at scale.
For a bank operating in more than 40 locations worldwide, this marks a significant milestone in aligning technology, client service, and growth ambitions.
