EFG International opens a wealth management office in Los Angeles
28 April 2008
EFG International’s business in the United States, EFG Capital International Corp, based in Miami and with a branch in New York, has taken a significant step forward by establishing a Los Angeles office for EFG Capital Asset Management. It 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 extensive experience encompassing 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.
Victor Echevarria, Chairman, EFG Capital International Corp:
- “EFG Capital has been growing strongly in the Americas, with our offering and international outlook clearly resonating with clients and experienced wealth management practitioners. We are keen to build on this by extending our presence, and our capacity to serve both international and US clients alike. The West Coast represents a significant new market opportunity for us, and I am
confident that in Clinton and Kyle we have individuals with the right qualities to build a successful business.”
Kyle Dunphy, Senior Director, EFG Capital Asset Management:
- “Our clients have increasingly complex and global financial requirements, coupled with a strong demand for innovative, market-leading investment solutions. With its entrepreneurial business model based on open architecture, and a presence spanning over 50 offices in 30 countries, EFG is the perfect fit”.
Clinton Hodges, Senior Director, EFG Capital Asset Management:
- “We pride ourselves on offering highly technical financial planning and tax efficient portfolio management services to our clients. This, combined with the breadth and depth of international investment solutions available to EFG clients, will set us apart from the competition.”
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