Independent advice for Demanding private clients, entrepreneurs, family offices, trusts and foundations

ECOFIN offers demanding private clients, entrepreneurs, family offices, trusts and foundations independent advice in answer to crucial investment questions:

• Which investment strategy suits the client’s requirements?
• What is the appropriate level of diversification?
• Which investment risks are consistent with the client’s occupational or private activity?
• How can investments be managed cost-effectively?

Taking account of individual requirements and restrictions, ECOFIN assists its clients in structuring their investments, choosing asset managers and monitoring investments. Emphasis is placed on long-term returns fitting to the client’s attitude to risk and not on the exploitation of short-term market movements. Risks that are not rewarded in the markets are avoided.