Sara Halm

EFG Laran SA (EFG Laran) is the Swiss investment management subsidiary of BSI SA (Private Banking), itself a subsidiary of EFG International AG (SW: EFGN; ADR: EFGXY) in Switzerland. Formerly known as BSI Service Holding SA, the firm was established in 1873 and is headquartered in Lugano, They offer a range of services including wealth management, financial advisory, financial planning, corporate finance, insurance products, mortgage services and art advisory. EFG Laran manages private portfolios and the BSI range of investment funds, which are domiciled in Liechtenstein, Luxembourg or Switzerland. Their clients are primarily high-net worth individuals and family offices as well as institutional investors and third-party asset managers.

La Financière de l’Echiquier SA (LFDE) is an asset management firm headquartered in Paris, France. Founded in 1991, the firm is a subsidiary of La Banque Postale Asset Management SA, ultimately owned by BPCE SA. LFDE offers a range of investment products and services to private clients or their long-standing partners such as financial advisors and institutional investors.

Bâloise Vie Luxembourg SA provides life insurance and financial services to professionals and private individuals. It offers policies for automobile, vehicles, property, personal liability, accident, and travel. The firm also provides pension plan and investment solutions such as funds. The company is headquartered in Luxembourg.

BSI SA (Private Banking) (BSI-PB) is the Swiss private banking division of BSI SA, ultimately held by Assicurazioni Generali SpA (MI: G) in Italy. Established in 1873 in Lugano, BSI is the oldest bank in the Swiss canton of Ticino. Over the years they have extended their presence in Switzerland and abroad. In 1998 they became part of insurance and financial firm Assicurazioni Generali SpA.

EFG Bank AG (EFG) is a private banking and asset management firm based in Zurich, Switzerland. Founded in 1995, they are a subsidiary of EFG International (SW: EFGN) which is held by the Latsis family. EFG specializes in wealth management. The firm manages various strategies including funds of funds, mutual funds and hedge funds, mostly domiciled in Luxembourg and Switzerland. They also manage discretionary portfolios. The EFG group has a global network of offices and representatives in North and South America, Europe, the Middle East and throughout Asia.