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Our Approach
Those who bear responsibility for a fortune need clarity – about their own situation, about the decisions, about the overall picture. As an independent investment office, we support you holistically in all wealth matters. In a structured process, we develop an individual solution together with you – from analysis to ongoing support. Not a one-time project, but a cycle that adapts to your changing circumstances.
One of our experienced advisers takes the time to carefully capture your starting position: your asset structure, your goals, your risk capacity, and your tax and regulatory requirements. These insights form the basis for our in-depth analysis and the development of your tailored investment solution.
Based on our analysis and drawing on decades of experience, we develop your individual investment strategy together with you and optimise your asset structure. We define responsibilities and clarify the interfaces with existing managers and partners. Using financial market scenarios and stress tests, we demonstrate that you can trust your investment solution and will not be caught off guard even in turbulent times.
Since we offer no proprietary products, we consistently deploy what is most efficient for you: cost-efficient index funds in liquid markets, and carefully and independently selected specialist managers for private markets and alternative investments. Our implementation is rule-based and disciplined – an approach that has proven itself over decades with a demonstrably successful track record.
We keep you informed and oriented – with consolidated reporting across all banks and investment vehicles, ongoing market analyses, and complete documentation. This gives you the basis for well-founded decisions at all times – and a reliable contact for all wealth and strategy matters. For private clients and families, we complement our support on request with comprehensive family office services.
What counts is the result – long-term and after costs. ECOFIN's investment philosophy has proven itself in the medium and long term against the competition: individually tailored, consistently rule-based, and cost-efficiently implemented.
This success is no coincidence, but the result of an evidence-based investment approach. In liquid, efficient markets – such as global equities or bonds – the empirical evidence is clear: the vast majority of active managers fail to generate excess returns after costs. We therefore consistently rely on index funds:
In private markets and alternative investments, we have access to a network of specialised managers. We analyse their strategies, track records, and structures – and selectively choose those that best fit the respective mandate and our clients' goals.
This combination is the result of consistent independence and evidence-based investing – and the foundation for the many long-standing client relationships that distinguish us.
Our success is based on more than a good process – it is based on principles that we have consistently upheld for decades.