Philos & Partners AG

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 of assets and liabilities across multiple custodians and jurisdictions, including valuation, performance analysis and real-time reporting of consolidated assets.

Coordination of external advisers and financial service providers, governance oversight, capital allocation, cash-flow planning, as well as fee reporting and negotiating better terms.