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OIKOS Wealth Management
OIKOS Wealth Management was established by Dr. Athanasios Apostolopoulos, who continues to serve as Managing Director. The firm supplies wealth-management...
Overview
OIKOS Wealth Management was established by Dr. Athanasios Apostolopoulos, who continues to serve as Managing Director. The firm supplies wealth-management services to families and private clients with an emphasis on portfolio construction and risk oversight. Investment activity spans seven sectors including AgriTech & FoodTech, FinTech, PropTech, ClimateTech, Data Analytics, Circular Economy, and Industrial Tech. The firm executes across Growth and Startup stages through Digital Assets, Direct Co-Investments / SPVs, Fund of Funds, Philanthropic / Mission-Related Investing, Private Equity, Real Estate, and Startups. Geographic exposure covers Middle East & Central Asia, North America, and South America. Holdings include the Limmat Global Equity Fund and two additional Swiss bond and emerging-market vehicles. The operating team comprises three named professionals: Dr. Athanasios Apostolopoulos, Gizem Gürtürk, and Sébastien Christophe Matthew Giovanna. OIKOS maintains membership in AOOS, the Swiss Supervisory Organization for Financial Institutions. No dated operational events from the last 24 months appear in available records. The firm’s structure centers on a Swiss-regulated multi-family office model that combines advisory mandates with direct and fund exposures while remaining subject to AOOS oversight.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
Europe
Country
Switzerland
City
Oberweningen
Corporate office
Oberweningen, Switzerland
Principals
Dr. Athanasios Apostolopoulos
Managing Director
Gizem Gürtürk
Managing Director and Compliance officer
Sébastien Christophe Matthew Giovanna
Authorized signatory
Sector focus
Frequently asked questions
Who runs investment decisions at OIKOS Wealth Management?
Dr. Athanasios Apostolopoulos serves as Managing Director and leads investment management. Gizem Gürtürk acts as Managing Director and Compliance officer. Sébastien Christophe Matthew Giovanna holds authorized signatory status.
Is OIKOS Wealth Management structured as a single family office or multi-family office?
The firm operates as a multi-family office serving multiple families, entrepreneurs, and private clients.
Does OIKOS Wealth Management participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments or SPVs, as evidenced by its holdings in Swiss-domiciled equity and bond funds.
What investment stages does OIKOS Wealth Management typically target?
Confirmed stages include Growth and Startup.
Where does OIKOS Wealth Management maintain investment exposure?
Geographic coverage includes Middle East & Central Asia, North America, and South America.
What regulatory membership does OIKOS Wealth Management hold?
The firm is a member of AOOS, the Swiss Supervisory Organization for Financial Institutions.
What asset classes appear in OIKOS Wealth Management portfolios?
Holdings include equity funds, bond funds, and emerging-market local-currency obligations domiciled in Switzerland.
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