Strategy
EFG Sets Up LA Office With Ex-UBS Staff

EFG International's Miami-based US business, EFG Capital International Corp, has established a Los Angeles office for EFG Capital Asset Management. The company, which also has an office in New York, has appointed two experienced wealth management practitioners, Clinton Hodges and Kyle Dunphy, to develop and run the office. The office will cater to high net worth clients, both domestic and international, and will initially operate as a registered investment advisor. It will offer wealth structuring, asset management and financial planning services to wealthy families, including those with complex estates. Additionally, the office will provide advice on succession planning to private business owners, and a range of cross-border wealth management services to international clients. Clinton Hodges and Kyle Dunphy are both attorneys with experience including private banking, asset management and estate planning. They formed their team at UBS International, and most recently helped to establish a new Los Angeles office for BNY Mellon Wealth Management.