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DirectoryFinance & InsuranceFamily OfficesPfäffikon SzFIO Wealth Services AG
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FIO Wealth Services AG

Summary

About the company

FIO Wealth Services AG provides family office and wealth management services, including asset and portfolio management, investment advisory, and consolidation with performance measurement. The firm acts independently for high-net-worth individuals and entrepreneurial families and is supervised by FINMA.

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Products & services

Industry:Family Offices
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4
Wealth Management
Wealth management and portfolio management for the entire portfolio or parts of it; analysis of the financial, personal, family and business situation, as well as a tailored investment concept.
Investment Advisory
Independent investment advisory with a transparent framework and clear fee structure; advice in connection with investment management and individual financial matters.
Wealth Structuring
Wealth structuring with analysis of liquidity, return potential, risk and taxes; consideration of real assets, overall wealth snapshot and optimisation of total assets.
Wealth Consolidation
Consolidation of assets and performance measurement for an overall view of wealth, cash flows, risk and development.
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-343.363.754
Founded
2019 · 7 years
Last commercial register change
December 30, 2025
Employees
11 to 20

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