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You are currently visiting: EFG Bank & Trust Bahamas
EFG Bank & Trust (Bahamas) Ltd offers a full range of banking, investment and fiduciary services, including:
Clients are also able to draw on the international network and resources of EFG International. This gives them access to wider opportunities in Europe, the Americas, Asia and other regions.
We offer a range of banking and cash management services, delivered through a relationship with a private banker. These include:
We also offer a range of financing facilities which can be used to help construct an investment portfolio. They are secured by the lending value of clients' diversified portfolios of liquid, marketable collateral such as cash, bonds, shares and funds. The two main types of facility are:
We also issue bank guarantees on behalf of our clients in favour of third parties, and provide credit facilities to cover the writing of foreign exchange forward contracts as well as foreign exchange or equity options.
A range of trust and fiduciary services
We offer a range of trust and fiduciary services to individuals, families and corporations with over US$ 1 million to invest. We specialise in the creation and administration of trusts, companies, foundations, investment funds and private trust companies.
We possess strong expertise in this area, with membership to international and local certification bodies such as the Bahamas Bar Association, STEP, ICA, BACO, BICA, CFAI, CFASB, AIBT and BFSB. We also work closely with various regulatory bodies. In addition, we are able to offer fiduciary services from affiliated EFG entities in Cayman Islands, Jersey and Singapore.
To find out more about our fiduciary services, visit the Wealth Solutions page of the EFG International website.
EFG Bank & Trust (Bahamas) Ltd can arrange for full accounting and administration support for offshore investment funds. This usually includes:
To find out more about our fund administration services, visit the Wealth Solutions page of the EFG International website.
EFG specialises in the management of internationally based investment portfolios, following a highly refined investment process, combining in-house asset allocation skills with the selection of leading external investment managers.
Our products and services have been specifically designed with the aim of ensuring that clients gain the maximum benefit from a combination of our own asset allocation skills and the stock selection skills of leading external investment managers.
Working with best in class providers for the benefit of our clients is fundamental to our strategy. By utilising third party providers EFGAM is able to focus specifically on macro and client-level asset allocation, supported by best in class manager and product selection.