The core activity of PHILIOS is the provision of financial services, particularly in the analysis and consulting of savings plans, corporate consulting and consulting for Family Offices.
AI-generated
Offering
Products & services
Industry:Financial Services
✓ Offered3
Savings plan analysis
Tailored analysis of savings plans, comparing suitable ETF, fund and savings products from Swiss financial institutions, including a cost overview and assessment.
Business consulting
Tailored consulting for companies on strategy, marketing, finance, HR and IT; analysis of the situation, joint planning and support in implementation.
Advisory for family offices
Independent advisory for family offices with comprehensive support around organisation, backed by a network of partners and personal, discreet guidance.
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