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DirectoryFinance & InsuranceExternal Asset ManagementPfäffikon SzFIO Partners AG
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FIO Partners AG

Summary

About the company

FIO Partners AG is a family office and wealth manager offering investment advisory, asset management and consolidation services. Its offerings include asset and portfolio management, asset structuring, investment advice and consolidation with performance measurement.

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Products & services

Industry:External Asset Management
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Asset and portfolio management
Asset and portfolio management for financial, personal, family and business circumstances; mandate management with custody banks, customised investment concepts aligned to risk, return, investment horizon and tax situation.
Investment advice
Investment advice for active investors with regular exchange, a second opinion and additional perspectives; consideration of illiquid assets as well as alignment with risk diversification, liquidity and security.
Wealth consolidation
Consolidation of all bankable assets and liabilities as well as non-bankable assets; periodic consolidated reports with performance, benchmark comparison, costs and taxes.
Performance measurement
Performance measurement with continuous monitoring of the performance and structure of wealth investments; suitable for broadly diversified, long-established portfolios.
Press

Media

April 27, 2022Media
FIO Partners engagieren zwei erfahrene Private Banker
finews.ch

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Location

Bahnhofstrasse 13
8808 Pfäffikon Sz

At a glance

Legal form
Corporation
UID
CHE-115.038.087
Founded
2009 · 17 years
Last commercial register change
January 23, 2026
Employees
11 to 20

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