Subscribe to Our Newsletter
Stay informed with regular updates and insights.
Stay informed with regular updates and insights.
Private Clients
Professional investment solutions for private investors, families, and trusts.
ECOFIN brings the discipline and independence of institutional wealth management to private investors and families – bespoke, strategic, and free from conflicts of interest. We support you comprehensively – from wealth management to strategic advisory and Family Office services. We combine cost-efficient, indexed portfolios with targeted access to specialized investments and consolidate your assets across different structures as needed. Independent, transparent, and long-term oriented.
We manage your assets with individual, robust strategies. The core portfolio is implemented cost-efficiently and index-based. For specialized asset categories such as private market investments and alternative investments, we independently choose proven specialists and integrate them seamlessly into your portfolio. Our scientifically grounded approach has proven itself over decades.
We advise you on strategic wealth decisions: from investment strategy to portfolio structuring and succession planning. You retain full control over implementation, while we support you with thorough analysis, scenarios, stress tests, and independent expertise.
We consolidate your assets across different banks, managers, and structures – including private market investments and non-bankables – and provide you with a complete overview. Through our reporting, you keep all costs, positions, and performance transparently in view – including assets held with other managers.
We support you beyond wealth management: administration, consolidation and monitoring, private market investments, coordination of external specialists such as tax advisors or lawyers, guidance with philanthropic projects, and support with other complex undertakings. This way, you maintain control over your assets and projects at all times, even as complexity grows.