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Jonathan Benson Email Address

abcdefghij@efgl.com

Company
Efg Private Bank

At EFG Private Bank our aim is straightforward: to provide you with the best in international private banking and wealth management. This we can do because we recognise that good relationships are at the very heart of the service we provide. To us relationships mean understanding, teamwork, trust, good communication, support and a shared vision. In a market that is 'over-banked but under-served' these core values are increasingly hard to find. Our promise to you is simple: the highest quality personal service, the best professional advice and access to the most effective financial solutions. EFG Private Bank Limited is the UK-based private banking arm of EFG International, with subsidiaries in Jersey and Guernsey. Our activities encompass banking and credit, financial planning, investment management, offshore trust and company formation and management. Our roots are in Switzerland; our network international. We are located where our clients need us.

Bio

EFG Private Bank is a pure-play private bank, offering investment, wealth and credit solutions to private and institutional clients on a global scale. We are the London-based arm of EFG International, a global private banking and asset management group headquartered in Zürich. Our shares are traded on the Swiss SIX Exchange. My services are provided to UK and international clients. I have been in my role for 14 years. At EFG, we work closely alongside our clients and their professional advisers. The relationship that you can expect from us is best described as traditional, hands-on private banking, completely tailored towards you or your clients' needs. We offer personal and corporate bank accounts, term deposits, credit and treasury services, residential property lending, discretionary and advisory asset management and brokerage services. We also have a specialist wealth planning arm with extensive expertise in UK Inheritance Tax planning. The bank also provides structured deposits with returns linked to currencies, interest rates or equity indices, including bespoke products for clients with specific needs. We are able to open accounts for Personal Investment Companies and trusts. Banking facilities can be provided from EFG London or any of our offshore centres, depending on client requirements and their tax considerations, in all major currencies. Aside from the UK, we operate in around 30 locations worldwide, including Switzerland, Monaco, Luxembourg, Hong Kong, Singapore, Australia and the Cayman Islands. Via our Jersey-based subsidiary EFG Wealth Solutions, we provide specialist wealth structuring solutions, including trusts, foundations and companies.

Last University
Went to University of Johannesburg (formerly Technikon Witwatersrand)
Location
Lives in London, United Kingdom.

Other people working at Efg Private Bank:

John WertheimChief Risk Officer
Colin Trotman**********@efgl.com
Pascale Morgan**********@efgl.com
Michael PageSenior Director and Private Banking
Ken Chapman**********@efgl.com
Gabrielle Branson**********@efgl.com
Michael Cheung**********@efgl.com
Oliver Meredith**********@efgl.com
Demetris PisiarasManaging Director, Private Banking
Yasser Ahmad**********@efgl.com
Patrick Chiu**********@efgl.com
Robert Kerridge**********@efgl.com
Helen Curtis**********@efgl.com
Alexandra Osullivan**********@efgl.com
Megan Holloway**********@efgl.com

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