EFG International is today announcing the appointment of Andre Portelli as the new Head of
Investment Solutions, effective 01 February 2024 and subject to regulatory approval. In his new
role, Andre Portelli will also become a member of the Executive Committee and the Global
Business Committee and will report directly to Giorgio Pradelli, CEO of EFG International.
As Head of Investment Solutions, Andre Portelli will be responsible for EFG’s global investment
activities, including all discretionary and advisory mandates, research and the full range of
investment funds managed by EFG Asset Management.
Andre Portelli is a senior banking executive with more than 20 years of experience in private
banking and investment banking. He has been Global Co-Head Investments and Global Head
Strategic Solutions Group and Private Markets at Barclays Private Bank since 2017. From 2010 to 2017,
he held various senior roles at UBS, including Head of Private Solutions, EMEA, UBS Investment Bank.
Prior to that, he worked for Nomura and Lehman Brothers in UK, the UAE and Switzerland. Andre
Portelli is a Maltese citizen and holds a Master in International Economics & Management, Money,
Banking & Finance from the Bocconi University Business School, Milan.
Moz Afzal and Oliver Heinzelmann have served as Co-Heads of Investment Solutions on an interim
basis since February 2023 in addition to their responsibilities as Chief Investment Officer & CEO
EFGAM and Head of Strategy & Business Development Investment Solutions, respectively. Effective
01 February 2024, Moz Afzal will focus fully on his core role as Chief Investment Officer & CEO EFGAM
and will additionally become a member of the Global Business Committee of EFG International.
From that date, Oliver Heinzelmann will assume the role of Investment Solutions Chief Operating
Officer. Both, Moz Afzal and Oliver Heinzelmann, will report to Andre Portelli.
Giorgio Pradelli, CEO of EFG International: “I am very pleased that Andre Portelli is joining EFG as the
new Head of Investment Solutions. With his extensive knowhow and vast experience, I am convinced
that he will further enhance EFG’s global investment capabilities and drive content innovation. I
would like to thank Moz Afzal and Oliver Heinzelmann for the outstanding commitment they have
shown as Co-Heads of Investment Solutions over the past few months in addition to performing
their core roles and I look forward to continuing our successful collaboration.”
Source:
EFG International AG, Bleicherweg 8, 8001 Zurich, Switzerland
www.efginternational.com
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About EFG International
EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. EFG International’s group of private banking businesses operates in around 40 locations worldwide. Its registered shares (EFGN) are listed on the SIX Swiss Exchange.
