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DirectoryBusiness & Technical ServicesLicensing & Marketing of Intellectual PropertyBaarEcofin Data Model AG
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Ecofin Data Model AG

Summary

About the company

Ecofin Data Model AG provides independent wealth advisory and institutional investment consulting, with tailored solutions for private clients, families, foundations and pension funds. The company supports mandates across the full investment process, including analysis, implementation, reporting and administrative services.

AI-generated
Offering

Products & services

Industry:Licensing & Marketing of Intellectual Property
✓ Offered5
Wealth management
Wealth management for private clients, families, foundations, pension funds and companies; cost-efficient, index-based implementation, selected specialist managers for private market and alternative investments, transparent processes and reporting.
Strategic investment advisory
Strategic investment advisory on investment strategy, portfolio structuring, succession planning and governance matters; with analysis, scenarios, stress tests and independent support in decision-making.
Asset consolidation and reporting
Consolidation of assets across different banks, managers and asset classes; transparent reporting on costs, positions and performance, with a complete overview of mandates and structures.
Family office services
Family office services including administration, consolidation and monitoring, coordination of external specialists, support for philanthropy projects and assistance with complex wealth and project matters.
Portfolio review
Independent analysis of the current portfolio structure, assessing allocation, costs, diversification, risk and manager selection; including specific action options.
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Location

Schochenmühlestrasse 2
6340 Baar

At a glance

Legal form
Corporation
UID
CHE-102.130.826
Founded
1993 · 33 years
Last commercial register change
August 27, 2026
Employees
1 to 10

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