# ECOFIN Group

ECOFIN Group is a Bank / Wealth / Trust based in Zurich, Switzerland.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Zurich, Switzerland
- **Region:** Europe
- **Address:** Zurich, Switzerland
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** ecofin.ch
- **LinkedIn:** https://www.linkedin.com/company/ecofinsqu-group

## Regulatory record

- **Reports private funds:** No

## About

Ecofin operates as an investment organisation managing global equity thematic strategies within the financial services sector.

## Questions

### Is ECOFIN Group a bank or an asset manager?

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.

### What is ECOFIN Group's investment approach?

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.

### Does ECOFIN Group manage any proprietary funds or products?

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.

### What regulatory body oversees ECOFIN Group?

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.

## Related profiles

- [Eclipse Private Office](https://altss.com/profile/eclipse-private-office)
- [Edison Pension Trust Board of Trustees](https://altss.com/profile/edison-pension-trust-board-of-trustees)

---

Last updated: 2026-05-30T20:14:55.834Z

Canonical page: https://altss.com/profile/ecofin-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology