Updated:
FIO Partners
FIO Partners AG was established in 2009 by five partners in Zurich. Majority ownership has remained with the founding partners since inception.
FIO Partners
FIO Partners AG was established in 2009 by five partners in Zurich. Majority ownership has remained with the founding partners since inception. The firm relocated its head office to Pfäffikon SZ and grew into one of the larger independent asset managers in Switzerland. The firm allocates across real estate, private equity, hedge funds, private credit, infrastructure, natural resources, and collectibles. It executes direct co-investments and SPVs alongside fund commitments. Confirmed holdings include mixed-use properties in Switzerland and Germany plus private client art collections. Exposure also extends to digital assets and precious metals. Operations center on Europe with emphasis on Swiss and German real estate. The firm employs a team of wealth managers, partners, and directors including Hugo Cadenbach, Wolfgang Fanger, Gallus Germann, Ulrich Guggisberg, and Morten Riechel. It maintains memberships in the Asset Management Association Switzerland and the Alliance of Swiss Wealth Managers. No dated operational events from the last 24 months appear in public records. FIO Partners structures its mandate through limited powers of attorney at independent custodian banks. This separation reduces conflicts and passes retrocessions directly to clients. The model supports multi-generational planning for entrepreneur families without proprietary product distribution.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Pfäffikon
Corporate office
Pfäffikon, Switzerland
Principals
Patrik M. Paulus
Chairman, Partner
Harald U. Hoffmann
CEO, Partner
Marcus Hartmann
Board member, Partner
Dr. Arthur Wulkan
Partner
Marcel Singenberger
Exec. Board Member, Partner
Sector focus
Frequently asked questions
Who runs investment decisions at FIO Partners?
Patrik M. Paulus serves as Chairman and Harald U. Hoffmann serves as CEO. Both are founding partners who retain majority ownership. Additional partners including Marcus Hartmann and Dr. Arthur Wulkan participate in board and advisory roles.
Is FIO Partners structured as a single family office or does it operate more like a multi-family office?
FIO Partners operates as a multi-family office. It serves multiple wealthy individuals, entrepreneurs, and their families rather than a single lineage. The firm was founded by five partners and continues to hold the majority of shares internally.
Does FIO Partners participate in fund commitments or only direct deals?
The firm uses both approaches. It executes direct co-investments and SPVs while also committing to hedge funds and private equity vehicles. Asset allocation spans real estate, infrastructure, and natural resources.
Where does the underlying wealth come from?
The firm serves wealthy individuals and entrepreneurs along with their companies and families. No single source family or founding fortune is publicly identified.
How is FIO Partners related to MOKA or other affiliated vehicles?
FIO Partners lists MOKA as a partner or affiliate. Kamel Mukharesh, founder of MOKA, sits on the FIO advisory board. The relationship supports co-investment opportunities in selected strategies.
What regulatory oversight applies to FIO Partners?
The firm holds a license from the Swiss Financial Market Supervisory Authority FINMA. It also belongs to the Asset Management Association Switzerland and the Alliance of Swiss Wealth Managers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: