FIO Partners
Also known as FIO Partners AG
FINMA-licensed Swiss family office and asset manager in Pfäffikon SZ, founded 2009 by five partners; manages and consolidates assets of wealthy families and entrepreneurs.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Pfäffikon SZ, Switzerland
- FOUNDED
- 2009
Investment approach
- ROUTES
- Companies (own capital)
Overview
FIO Partners AG was founded in 2009 in Zurich as a family office by five partners, who have held the majority of its shares since. It is headquartered in Pfäffikon SZ and states it is licensed by FINMA. Its services are asset and portfolio management, asset structuring, investment advisory, and asset consolidation with performance measurement for wealthy individuals, entrepreneurs and their families. Client assets are booked at custodian banks under a limited asset-management power of attorney.
People
- Daniel EggerPortfolio Manager, Member of Management · source
- Patrik M. PaulusChairman, Partner · source
- Harald U. HoffmannCEO, Partner · source
- Marcus HartmannBoard member, Partner · source
- Wolfgang FangerExecutive Board Member, Partner · source
- Marcel SingenbergerExecutive Board Member, Partner · source
- Hugo CadenbachWealth Manager, Director · source
- Morten RiechelAdvisor, Director · source
Frequently asked questions
FIO Partners is a multi family office based in Pfäffikon SZ, Switzerland, founded in 2009.
FIO Partners invests its own capital into companies.
FIO Partners invests in Consumer & E-commerce and Real Estate & PropTech.
Key people at FIO Partners include Patrik M. Paulus (Chairman, Partner), Harald U. Hoffmann (CEO, Partner), Marcus Hartmann (Board member, Partner) and Wolfgang Fanger (Executive Board Member, Partner).