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DirectoryFinance & InsuranceExternal Asset ManagementZurichPhilos & Partners AG
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Philos & Partners AG

Summary

About the company

The core activity of Philos & Partners Ltd. is to provide consulting and wealth management services to families seeking to preserve and increase their wealth.

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Products & services

Industry:External Asset Management
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Wealth management
Investment advisory and wealth management via liquid, semi-liquid and illiquid strategies, including co-investments, hedge funds, private debt, private equity, venture capital and real estate.
Consolidation
Consolidation of assets and liabilities across multiple custodians and jurisdictions, including valuation, performance analysis and real-time reporting of consolidated assets.
Oversight mandate
Coordination of external advisers and financial service providers, governance oversight, capital allocation, cash-flow planning, as well as fee reporting and negotiating better terms.

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Location

Claridenstrasse 25
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-223.724.280
Founded
2019 · 7 years
Last commercial register change
July 31, 2025
Employees
11 to 20

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