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DirectoryFinance & InsuranceFinancial ServicesZurichECOFIN Portfolio Solutions AG
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ECOFIN Portfolio Solutions AG

Summary

About the company

ECOFIN Portfolio Solutions AG provides independent investment advice and designs tailored investment solutions for institutional investors and private clients. Services include asset management, investment advisory, family‑office services, consolidation and portfolio analysis, implemented with a scientific, independent and efficiency‑focused approach.

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Products & services

Industry:Financial Services
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✓ Offered
5
Wealth management
Individual, robust strategies for private investors, families and trusts; core portfolio with cost-efficient, indexed investments, complemented by independently selected specialists for private market and alternative investments.
Strategic investment advisory
Advisory on investment strategy, portfolio structuring, succession planning and governance matters; supported by analysis, scenarios, stress tests and an independent basis for decision-making.
Consolidation and reporting
Consolidation of assets across different banks, custodians and structures; transparent reporting on costs, positions and performance, including for private market investments and non-bankables.
Family office services
Administration, consolidation and monitoring, coordination of external specialists, support for philanthropy projects, and assistance with complex wealth and organisational matters.
Portfolio review
Independent analysis of the current wealth structure, assessing allocation, costs, diversification, risk and manager selection; provides concrete options for action.

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Location

Neumünsterallee 6
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.625.913
Founded
2010 · 16 years
Last commercial register change
April 30, 2026
Employees
1 to 10

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