What we do, we do with passion.
Professionalism is our maxim.
Discretion is very important to us.
Phileo Group is an independent, owner-operated wealth management company, Multi Family Office and real estate boutique. We are based in Switzerland, Germany and Eastern Europe with offices in Freienbach (CH) and Essen (DE). We have in-depth knowledge of our markets, their challenges and opportunities. We have extensive market knowledge, significant experience and a network of excellent business partnerships cultivated and developed over the years.
Phileo Group is a member of the Swiss Union for Quality Management of Financial Services (VQF) and the Industry Organisation of Independent Asset Managers (BOVV). Phileo Group therefore complies with clearly defined rules of ethical conduct and professional standards.
We manage investment portfolios “for you” or “together with you” based on independent opinion and long-term practical experience.
In regards of real estate we source, finance and execute the deal based on your parameters.
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family office service
In addition to classic wealth management, we also offer various family office solutions at the customer’s request. Family office solutions range from consolidated wealth planning (combining various portfolios from different banks) to life insurance advice or the coordination of tax and / or legal advice.