Investment Consulting, Advisory cencept
Berartung

Advice for institutional and private clients

For more than 15 years, ECOFIN Investment Consulting AG has been advising institutional and private clients – mainly pension funds, discerning private investors and family offices, trusts and grant-making foundations – on aspects of investment management.

Top-down advisory approach

ECOFIN pursues a top-down advisory approach, emphasizing the client’s specific objectives and characteristics. Tailor-made, high-quality advice is preferred to run-of-the-mill client support.

Cornerstones of our success

Our success is built on the expertise and experience of our staff and our independence and credentials.

  • Most of our staff are graduates and have many years of practical experience in the financial markets.
  • In our advisory work we are committed solely to our clients’ interests and are free of any ties.

Our advisory principles

ECOFIN emphasizes the following principles for its clients:

  • Implementation of market solutions and cost-effectiveness
  • Implementation of the principles of division of labor and specialization
  • Avoidance of risks that are not rewarded
  • Avoidance of conflicts of interest
  • Separation of decision making, implementation and control