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Efg Asset Management (Americas) Corp.

Efg Asset Management (Americas) Corp.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 4, 2019
    • $1.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 628
      Accounts
    • $2.3M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

16

name start date
Nicolle B Caceres
December 2016
Janet Rodriguez
March 2014
Jennifer Desiree Marcelle-James
August 2018
Ana Carolina Toffoli Desouza
January 2017
Jose Gregorio Canas
July 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Efg Asset Management (Switzerland) Sa -- --
    Efg Asset Management (Uk) Limited -- --
    Efg Bank & Trust (Bahamas) Ltd. -- --
    Efg Bank Sa -- --
    Efg Capital Insurance Solutions Corp. -- --
    Efg Capital International -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Tak Him Lee Director September, 2011 less than 5%
      Mozamil Afzal Director September, 2011 less than 5%
      Marco A Tuesta Chief Financial Officer February, 2014 less than 5%
      Eduardo Moliterno Da Cruz Chief Executive Officer March, 2017 less than 5%
      Sixto Campano Director August, 2017 less than 5%
      Eric Chih Chian Chuang Chief Compliance Officer February, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees