Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value Add
- Target geographies
- Europe
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Philos & Partners is a Zurich-based multi-family office specializing in tailored wealth management and advisory services for families with complex financial needs, focusing on asset allocation, succession planning, and intergenerational wealth preservation.
Unlock mandates & allocation signals
See Philos & Partners's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office
Private Client Partners
Zürich, Switzerland
Private Client Partners is an independent Swiss family office service firm based in Zurich, founded in 1998. It provides comprehensive, personalized w...
Family Office · $7.5bn AUM
OLZ & Partners Family Office
Bern, Europe
OLZ & Partners is a Bern, Switzerland-based multi-family office with offices in Zurich, Liechtenstein, and Singapore. Established in 2001, the firm provides investment management and family office services to high-net-worth clients.
Family Office · $700m AUM
Swisspartners
Zurich, Europe
Swisspartners is a Zurich, Switzerland-based multi-family office and RIA with additional offices in Geneva, Liechtenstein, Austria, and the Cayman Islands. The firm serves high-net-worth clients with comprehensive family office services.
Family Office · $1.0bn AUM
FAMILY PARTNERS
Paris, France
Family Partners is a Paris-based independent multi-family office founded in 2011, managing around $1 billion in assets for nearly 50 families, primarily entrepreneurs with a focus on technology sectors, private equity, and private debt investments, with plans for regional and international expansion.
Family Office
Partners Advisers SA
Geneva, Europe
Partners Advisers is a Geneva, Switzerland-based multi-family office. Established in 1998, the firm invests and manages the wealth of high-net-worth clients with comprehensive and full-spectrum family office services.
Family Office
FIO Partners AG
Pfäffikon, Switzerland
FIO Partners AG is a Swiss family office headquartered in Pfaffikon SZ, Switzerland, specializing in wealth management, investment advisory, asset and portfolio management, and asset structuring. The firm focuses on preserving and growing assets for current and future generations.