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Ecofin Data Model AG

Summary

About the company

Acquisition, management and exploitation of intellectual property rights in the field of modern financial market economics and computer science at home and abroad; the company may acquire, hold and sell participations in other companies and corporations at home and abroad and carry out all commercial, financial and other activities which are connected with the purpose of the company.

Commercial register, canton of ZG·As of June 1, 2026View on Zefix

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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Ecofin Data Model AG

About the company

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Ecofin Data Model AG

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