ECOFIN

What ECOFIN does

ECOFIN Portfolio Solutions AG is a Zurich-based independent investment office and FINMA-licensed manager of collective assets, operating as part of the broader ECOFIN Group founded by Prof. Dr. Martin Janssen in 1986. The firm delivers wealth management, strategic investment advisory, asset consolidation and cost control, and family office services to high-net-worth private clients, families, and trusts as well as institutional clients including foundations, pension funds, and corporations domiciled in Switzerland. Its investment approach combines cost-efficient index funds for liquid markets with independently selected specialist managers for private markets and alternative investments; the firm explicitly does not offer proprietary products and does not accept retrocessions, positioning independence and conflict-free advice as core attributes.

The business model is a fee-only advisory and wealth management model, with revenue derived from advisory fees on bespoke mandates; no AUM, fee schedules, or revenue figures are publicly disclosed. Distribution is direct and relationship-driven, supported by thought-leadership content including the Börsenstrasse Fünfzehn podcast, the quarterly Finanzmarktkompass (Financial Market Compass), LinkedIn presence, and media appearances. Operating geographies are explicitly restricted to Switzerland.

The firm is small (1-10 employees, with a leadership team of CEO Dr. Alexandra Janssen, COO Andreas Glatter, CFO Sandra Herbstrith, two senior advisors, and a board chaired by Prof. Dr. Martin Janssen with Prof. Dr. Erwin Heri as a board member) and relies on deep academic ties to the University of Zurich and the University of Lucerne for intellectual credibility. No proprietary technology platform, AI capabilities, or funded growth initiatives are disclosed; the firm is privately held under parent ECOFIN Holding AG with no external institutional investors identified.

Name

ECOFIN

Legal name

ECOFIN Portfolio Solutions AG

Website

https://ecofin.ch

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

ECOFIN Portfolio Solutions AG is a Zurich-based, FINMA-licensed independent investment office providing fee-only wealth management, strategic advisory, and family office services to Swiss high-net-worth individuals, families, foundations, and pension funds using index funds and specialist managers.

Ownership category

akta.pro rank

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Advisory and Wealth Management Services: ECOFIN generates revenue through fees for investment advisory and wealth management services. As an independent investment office, they charge for their expertise, strategy development, portfolio management, and ongoing client support. The company does not accept retrocessions and has no proprietary products, indicating a fee-only or advisory fee model.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

ECOFIN is an independent investment office that delivers wealth management and strategic investment advisory to private and institutional clients in Switzerland. Its offering combines cost-efficient, broadly diversified index funds for liquid markets with independently selected specialist managers for private markets and alternative investments, supported by consolidation, consolidated reporting, and family-office services. The firm holds no proprietary products and accepts no retrocessions, ensuring advice is delivered without conflicts of interest.

Product overview

ECOFIN Portfolio Solutions AG operates as an independent investment office offering a unified suite of wealth management and advisory services. The core offering centers on comprehensive wealth management combining cost-efficient indexed portfolios with access to specialized private market and alternative investment managers. Supporting services include strategic investment advisory, asset consolidation and reporting, and full-family office capabilities. Research products include the Finanzmarktkompass (Financial Market Compass) for quarterly market outlooks. The company also produces the Börsenstrasse Fünfzehn financial podcast. All services are delivered without proprietary products, ensuring independent alignment with client interests.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Individual, robust investment strategy management that combines cost-efficient, broadly diversified index funds for liquid markets with independently selected specialist managers for private markets and alternative investments. Delivered by ECOFIN Portfolio Solutions AG for private clients, families, and trusts in Switzerland.
• Strategic Investment Advisory Advisory on strategic wealth decisions, including investment strategy design, portfolio structuring, and succession planning, supported by thorough analysis, scenarios, and stress tests. Offered to private and institutional clients of ECOFIN Portfolio Solutions AG.
• Consolidation and Cost Control Asset consolidation across banks, managers, and structures — including private market investments and non-bankable assets — providing a complete overview of costs, positions, and performance for private and institutional clients of ECOFIN.
• Family Office Services Comprehensive support beyond wealth management, including administration, consolidation, monitoring, private market investments, coordination of external specialists, and philanthropy guidance for private clients and families of ECOFIN.
• Portfolio Review Independent analysis of an institution's current asset structure, evaluating portfolio allocation alignment with strategy, cost competitiveness, and manager selection optimisation, with concrete alternatives proposed. Offered by ECOFIN to foundations, pension funds, and corporate clients.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Hyposwiss: Swiss private bank in Zurich focused on wealth management and family office services for HNW individuals. Comparable as a small, independent Zurich competitor targeting similar UHNW and family-office mandates.
• Bergos: Zurich-headquartered independent Swiss private bank and family office serving UHNW families, foundations and entrepreneurs. Comparable as a similarly-sized, FINMA-regulated independent advisor competing for the same Swiss HNW and institutional mandates.

Broad incumbents

• Julius Baer: Leading Swiss wealth manager focused on HNW individuals, families and external asset managers. Comparable in serving the same Swiss HNW and family-office market with discretionary and advisory mandates.
• EFG Bank: Swiss private bank offering wealth management, investment advisory and financing to HNW and institutional clients. Comparable as a private-bank competitor targeting the same Swiss advisory segment.
• Mirabaud: Swiss private bank providing wealth management, asset management and corporate advisory. Comparable as an independent Swiss competitor with similar HNW and institutional client focus and boutique-style positioning.
• Lombard Odier: Swiss private bank and wealth manager offering advisory and discretionary portfolio management to HNW families and institutions. Comparable as an independent, Geneva-based competitor with a similar philosophy of conflict-free advice.
• Vontobel: Swiss wealth and investment manager serving private clients and institutional investors with discretionary and advisory mandates. Comparable as a mid-sized Swiss competitor combining wealth management with specialist investment capabilities.
• Pictet Group: Swiss-headquartered independent wealth and asset manager offering private banking, wealth management and institutional advisory. Comparable as a large, product-independent Swiss advisory competitor targeting similar HNW and institutional client segments.

Emerging players

• True Wealth: Swiss digital wealth manager offering automated, low-cost ETF-based portfolio management to Swiss retail and mass-affluent clients. Comparable in applying an evidence-based, index-driven Swiss investment approach, though at a much lower-end, digital channel.

Others

• NZZ (Neue Zürcher Zeitung) Asset Management Advisory Coverage: Major Swiss financial media outlet publishing investment-related advisory content and interviews with Swiss wealth managers. Comparable as a thought-leadership channel and ecosystem participant that influences Swiss HNW and institutional buying decisions.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ecofin-investment-consulting-ltd

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ECOFIN