The Private Banking is a modern banking service, which in an environment of absolute discretion, analyses the financial needs of each client separately and suggests solutions for their most efficient fulfilment. Private Banking constitutes one of the most important activities of the EFG European Financial Group. The banks of the EFG Bank European Financial Group abroad have been established with the sole aim to provide services of “Total Wealth Management”.


EFG Group

The EFG Group was formed through the merger of large private banks and important financial institutions, worldwide. EFG Group presence through EFG Eurobank Ergasias S.A. provides Greek investors access to global markets and their products. The longstanding experience combined with the pioneering evolution of Private Banking (Branch in the Branch) by the EFG Eurobank Ergasias bank guarantee the responsible management of your financial assets.

Total Wealth Management

The EFG Eurobank Ergasias bank offers its clients a very specialized service, of Total Wealth Management. “Total Wealth Management” aims to totally cover the financial needs of the client by providing innovative products and services. An effective approach to clients differing needs is achieved with the co-operation of the other Administrations of the Bank when necessary. “Total Wealth Management” is a service provided by all the banks of the EFG Group and can cover any issue concerning personal or family wealth.

The Client

Each Private Banking client is unique, with unique goals and aspirations. The understanding and satisfaction of client’s banking needs is the essence of Private Banking. Through an individualized process the Private Banker evaluates the investment profile of the customer and plans with him / her strategic proposals for the most rational management of his /her wealth. The relationship created is dynamic. Private Bankers follow closely the developments in the money and capital markets, provide clients with detailed asset reporting and examine any possible change in portfolio structure.