EFG Unveils Strategic Plan for 2026 to 2028
As EFG International nears the end of the current strategic cycle, it has announced plans for the upcoming 2026-2028 period.
EFG International has unveiled its 2026-2028 strategic plan as part of its continued path of «generating sustainable and profitable growth», according to a statement. Key areas of focus named include «commercial excellence, investing in digital solutions to ‘augment' CROs and enhancing client experience and brand visibility».
Financial targets for this period include an average annual net new asset growth rate of 4-6 percent, revenue margins of over 85 basis points, cost/income ratios of 68 percent, return on tangible equity of 20 percent, a management floor of 12 percent CET1 capital ratio and a dividend payout ratio equivalent to 60 percent of net profit.
It also aims to achieve annual average growth in net profit of 15 percent, hire 50 to 70 new client relationship officers (CRO) per year, target cost savings of 70 million to 80 million Swiss francs ($99 million) by end-2028 compared to the 2025 cost base and accelerate delivery through bolt-on acquisitions.
2023-2025 Cycle
EFG is concluding its 2023-2025 strategic cycle and it has already met or exceeded its targets for this year.
«Over the past seven years, we have generated strong growth and have translated this growth into profitability, delivering attractive returns to shareholders. At the same time, we have transformed EFG and positioned it for the future,» said EFG International CEO Giorgio Pradelli.
«Looking ahead to the 2026-2028 strategic cycle, we will build on our strong track record and solid foundations to unlock the full power of compounding and consistently create value for all our stakeholders.»
