Philos & Partners

What they do

Founded in 2019 by Francesco D’Amico, Philos & Partners serves as an independent multi-family office managing approximately USD 5 billion across 25 international clients. The firm acts as a focused, nimble, and long-term capital manager, balancing fiduciary responsibilities with the emotional aspects of investing. They offer a comprehensive suite of services including asset consolidation, oversight, and direct investment management across both liquid and illiquid strategies. Their distinctive approach is characterized by their "DNA" of independence, a willingness to "state inconvenient truths," and a commitment to partnering with decent people to navigate complex wealth owner issues.

What they look for

Philos & Partners works selectively and intensively with families seeking to preserve and enhance their wealth. Their investment culture is defined as being "focused, nimble, long-term capital managers" who are "structured yet eclectic". They actively manage both wealth preservation and wealth creation portfolios. They look for long-term capital appreciation through a mix of liquid assets, semi-liquid strategies (offshore hedge funds), illiquid assets (private debt, private equity, venture capital, real estate), and strategic investments (participations in operating companies).

Stage

Series B+

Sectors

Healthcare, AI, Fintech

Based

Zurich, CH