Philos & Partners AG
Asset Management / Wealth Management · Zürich, Zurich
Philos & Partners AG is a Swiss asset management / wealth management company based in Zürich, Canton of Zurich, listed in the Swiss commercial register since 2019 (UID CHE-223.724.280).
Board members & signatories
- Francesco D'Amico — Präsident des Verwaltungsrates
- Mario Giuliani — Mitglied des Verwaltungsrates
- Tatiana Poniatowski ép. Bréart de Boisanger — Mitglied des Verwaltungsrates
Registered purpose
Die Gesellschaft bezweckt das Erbringen von Dienstleistungen im Finanzbereich, insbesondere die Vermögensverwaltung gemäss Art. 17 Abs. 1 FINIG sowie die Anlage- und Vermögensberatung für institutionelle, professionelle und private Kunden. Die Gesellschaft kann Finanz-, Anlage- und damit zusammenhängende Dienstleistungsgeschäfte tätigen, Patente, Lizenzen, Marken und Herstellungsverfahren erwerben…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What Philos & Partners does
OFFERING
Philos & Partners AG provides a range of wealth management services, including discretionary asset management, portfolio-related investment advice, and transaction-related investment advice. The firm focuses on both wealth preservation and creation, offering investment strategies across liquid, semi-liquid, and illiquid assets, as well as co-investment opportunities in sectors such as Biotech, Healthcare, IT, AI, and Digital assets.
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