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Ecofin Holding AG

Summary

About the company

Ecofin Holding AG provides independent investment advice and designs tailored investment solutions for institutional and private clients. Services include asset management, investment advisory, family-office services, consolidation and portfolio analysis.

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Offering

Products & services

Industry:Holding Companies

✓ Offered5

Wealth Management

Wealth management with individual, robust strategies, cost-efficient indexed core portfolios, and independently selected specialists for private market and alternative investments.

Strategic Investment Advisory

Strategic advisory on investment strategy, portfolio structuring, governance, and succession planning, including analysis, scenarios, and stress tests.

Consolidation and Reporting

Consolidation of assets across various banks, managers, and asset classes, along with transparent reporting on costs, positions, and performance.

Family Office Services

Support with administration, cost control, monitoring, coordination of external specialists, and guidance on philanthropy projects and other complex initiatives.

Portfolio Review

Independent analysis of the current asset structure, assessing allocation, costs, and manager selection, as well as providing specific options for action.

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Ecofin Holding AG

About the company

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Ecofin Holding AG

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