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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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.