ECOFIN Group

ECOFIN Group is a pure asset manager regulated by FINMA, but it does not hold a banking license. It cannot take deposits or lend. The firm operates as an external asset manager, meaning clients keep their assets with a custodian bank of their choice — often a cantonal or private bank — while ECOFIN handles discretionary portfolio management and investment advisory.

The firm builds bespoke multi-asset portfolios for private and institutional clients, emphasizing capital preservation and long-term wealth accumulation. Rather than promoting a single house view or proprietary funds, ECOFIN curates external fund managers and selects individual securities. The typical mandate covers listed equities, fixed income, real estate, and private-market fund commitments, allocated according to each client's risk profile and liquidity needs.

No. ECOFIN operates on an open-architecture basis, meaning it does not manufacture its own investment funds, structured products, or in-house strategies. The firm selects third-party managers and individual securities for client portfolios, avoiding the conflicts of interest that can arise when an asset manager prioritizes its own products over external options.

As an external asset manager, ECOFIN does not custody assets itself. Clients choose a custody bank — typically a Swiss cantonal bank, private bank, or other regulated custodian — and grant ECOFIN a limited power of attorney to manage the portfolio. This multi-custody structure separates asset administration from investment discretion, a core feature of the Swiss external-asset-manager model.

ECOFIN Group is licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA). Since 2020, all Swiss external asset managers must obtain a FINMA license, subjecting the firm to capital adequacy rules, organizational standards, and conduct-of-business obligations comparable to those applied to banks' asset-management units.