Financial Results
EFG Says IFRS Profit Rose Slightly In 2025; Asset Inflows Strongest Since GFC

Among the highlights of the results, the group said its asset inflows were at the highest pace since the 2008 global financial crisis.
Yesterday, EFG
International, the Zurich-listed wealth
manager, reported a net profit under IFRS accounting
standards of SFr325.2 million ($421.6 million) for 2025, rising 1
per cent on a year earlier.
Operating profit rose by 26 per cent year-on-year to SFr493.1
million, which the group said was “driven by strong operating
performance with disciplined execution throughout the year.”
The IFRS net profit was affected, EFG said, by the net effect of
SFr14.1 million from exceptional items; a legal provision of
SFr59.5 million, recorded in December 2025 for a previously
disclosed legacy matter, and partly offset by a previously
disclosed one-off gain of SFr45.4 million from insurance
recovery.
The group logged record revenues of SFr1.669 billion; the revenue
margin was 98 basis points, rising from 96 bps in 2024.
Assets under management hit a record of SFr185.0 billion at
end-2025, rising 12 per cent compared with end-2024, helped
by net new assets and the positive effect of the acquisitions in
2025. For example, in October EFG International completed its
purchase of all of Swiss private bank Cité Gestion, as initially
announced in February that year. In other recent moves, Shaw and
Partners Financial Services, the Sydney-based subsidiary of
Zurich-listed EFG International, agreed to buy a 75 per cent
stake in New Zealand-based Investment Services Group (ISG) for
NZ$67.5 million ($40.4 million).
EFG said it booked SFr11.3 billion in net new assets – the
highest figure since the global financial crisis. The inflow
equates to a 6.8 per cent growth rate, beating EFG’s target range
of 4 per cent-6 per cent.
The group’s cost/income ratio declined to 69.8 per cent in 2025
compared with 72.9 per cent in 2024.
EFG said its return on tangible equity was 18.2 per cent in 2025,
beating its target range of 15 per cent to 18 per cent.
At the end of last year, EFG had a Common Equity Tier capital
ratio – its capital shock absorber – of 14 per cent, and a
liquidity coverage ratio of 270 per cent. (The LCR acts as banks'
financial safety net, requiring them to maintain enough easily
sellable assets to cover 30 days of withdrawals and
obligations.)
EFG proposed a SFr0.65 per share dividend for the financial year
2025, rising 8 per cent from 2024 and reflecting five consecutive
years of dividend increases, it added.