Our Services

Investing

We cover an extensive range of liquid and illiquid strategies and co-investment opportunities, complemented by our thought leadership in Biotech/Healthcare, IT/AI, HF and Digital assets.

Consolidating

We deliver a comprehensive analysis of all clients’ portfolios across multiple custodians and jurisdictions, and provide a transparent and cost-efficient ex-custody booking service. We have tailored a leading-edge family office information system (AM-1) to provide clients with a real-time overview of their consolidated wealth.

Overseeing

We take responsibility for coordinating clients' professional advisors and financial service providers, enhancing the governance of clients' wealth and advising how best to strategically allocate their assets. We leverage our competence and size to negotiate better financial conditions for our clients.

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Our Offering

Philos Is Active in Both Wealth Preservation and Creation

Wealth Preservation

Diversification

Wealth Creation

Concentration

Liquid Assets

Stocks, Bonds, Commodities,
UCITS Hedge Funds

Liquidity: daily/monthly, IRR: 4 – 7%

Semi-liquid Strategies

Offshore Hedge Funds

Liquidity: 4 – 24 months, IRR: 7 – 10%

Illiquid Assets

Private Debt, Private Equity,
Venture Capital, Real Estate

Liquidity: 7 – 10 years, IRR: 10 – 15%

Operating Assets

Multi-generational operating companies

IRR: 20%+

Strategic Investments

Participations in operating companies

Liquidity: 10 – 20 years, IRR: 20%+

Investing

Consolidation & Oversight

1. Liquid Assets

Stocks, Bonds, Commodities, UCITS Hedge Funds

Liquidity: daily/monthly, IRR: 4 – 7%

2. Semi-liquid Strategies

Offshore Hedge Funds

Liquidity: 4 – 24 months, IRR: 7 – 10%

3. Illiquid Assets

Private Debt, Private Equity, Venture Capital, Real Estate

Liquidity: 7 – 10 years, IRR: 10 – 15%

4. Strategic Investments

Participations in operating companies

Liquidity: 10 – 20 years, IRR: 20%+

5. Operating Assets

Multi-generational operating companies

IRR: 20%+

Part of Philos' offering

Not part of Philos' offering

Investments

The Breadth of Investment Products to Achieve Returns, Adjusted by Risk & Liquidity

Wealth Preservation

As per August 2026

Diversification

1. Liquid Assets

Liquidity: daily/monthly

2. Semi-liquid Strategies

Liquidity: 4 – 24 months

3. Illiquid Assets

Liquidity: 7 – 10 years

Part of Philos' offering

	Product (CCY)	Target Return P.A.	Eexpected Volatility P.A.
	Cash Management ($, €, £)	SOFR +1.5%	3%
	Bond ($, €, £)	SOFR +2%	5%
	Equities ($)	MSCI ACWI +1.5%	16%
1.	Equities Yield Enhancement ($)	Add. 2-3% *	N/a
	Equities Sustainable ($, €)	MSCI World Screened +1.5%	16%
	Equities Sustainable Microcaps (€)	> 10%	20%
	Multi Asset Classes Allocation ($, €)**	SOFR +3.5%	9.5%
2.	Hedge Funds ($)	8%	6%
3.	Private Markets - PD, PE, VC ($)	> 12% IRR ***	N/a
	* Single Equity Return Enhancement with additional 2-3% of yield Portfolio Allocation: 50% Equities, 25% Bonds, 25% Alternatives * Over 5+ years

Consolidation & Oversight

Wealth Creation Assets Are Integrated to Optimize Risk, Liquidity, and Operational Efficiency

Wealth Creation

Concentration

5. Operating Assets

Multi-generational

4. Strategic Investments

Participations in operating companies

Liquidity: 10 – 20 years

Part of Philos' offering

Not part of Philos' offering

Consolidation

Industry-leading technology as foundation for decisions

Financial and non-financial assets/liabilities
(across multiple custodians and not held at custodian)
Assets/Liabilities valuation and performance
(by family/member/legal entity portfolio/investment manager/ strategy)

Oversight mandate

Empowering investment decisions through risk control, operational and cost efficiency

Investments: capital allocation, consolidated Assets/Liability risks & investment strategies; monitoring of third-party investment managers
Cash Flow: consolidated actuals & forecasts/projection and implementation
Wealth Administration: monitoring & coordination of third-party providers (e.g.: custodians, trustees, lawyers, agencies, …) involved with the management of the wealth
Costs: fees reporting across third-party providers and negotiation of better terms