EFG INVESTMENT SERVICES

Class [36]
Insurance & Financial Services

Financial services; wealth management services; cash account management; administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash or other types of financial investments; financial consulting; asset management services; providing an on-line computer web site that provides financial transaction and asset data; providing economic and financial information, namely, interest rates and foreign currency rates; financial analysis, financial research; investment services; investment fund management services for others; capital investment consultation; investment management and advisory services; consultancy and advisory services relating to financial and investment matters; providing information in the field of personal finance; coordination, within a single account, of an investment portfolio’s maintenance, trading, rebalancing, and tax management needs; establishing mutual funds for others.