EFG International is a global private banking group with CHF 185.0 billion in assets under management, year-end 2025 (USD 233.6 billion, as of 3/25/26).
EFG International
EFG International is a global private banking group with CHF 185.0 billion in assets under management, year-end 2025 (USD 233.6 billion, as of 3/25/26). Operating in more than 40 locations across Europe, Asia Pacific, the Americas and the Middle East, the firm employs over 3,200 professionals, including around 760 Client Relationship Officers, serving ultra-high-net-worth individuals, families, next-generation clients, and institutional investors through discretionary, tailored wealth solutions. FEATURED PRODUCTS Bloomberg EMSX Bloomberg RBLD Bloomberg RFQe Bloomberg BTCA INDUSTRY Financial Solutions REGION Europe GOAL Scale trading operations to support profitable growth, while maintaining trader oversight and best execution standards.
Key insights
EFG modernized its ETF execution infrastructure ahead of volume growth, reducing manual RFQ workflows by 60 percent — from 15 clicks to six, and zero for qualifying trades. Semi-automated workflows accelerate execution, while preserving trader judgment and fiduciary oversight. Integrated Bloomberg solutions enabled EFG to scale trading volumes without proportional headcount increases, using EMSX, RFQe for ETFs, Rule Builder and BTCA. Philipp Sporka Head of Equities & ETD Execution & Sales, EFG International
Situation
EFG’s core execution management system covered most needs, and workflows functioned well. But as daily trading volumes climbed and orders shifted toward more ETFs and structured products, EFG needed to scale operations without diluting trader expertise.
Challenge
Operational bottlenecks threatened to limit growth. The trading desk needed faster broker access and streamlined ETF execution to handle increased volumes, while maintaining fiduciary oversight.
Solution
Bloomberg’s Electronic Markets solutions complement EFG’s infrastructure through EMSX, RFQE for ETFs, Rule Builder and BTCA. Bloomberg and EFG worked extensively to understand workflows and scope the right solution. The workflow maintains trader control, as traders acknowledge orders and apply judgment before rules trigger automated actions when conditions are met. Traders retain oversight and intervention capability throughout.
60% efficiency gain, with ETF RFQs reduced from 15 clicks to six with semi-automation — and zero for fully automated orders
Scalability to handle substantial volume growth without proportional headcount increases Philipp Sporka Head of Equities & ETD Execution & Sales, EFG International
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