Philos & Partners

Philos & Partners

Philos & Partners was established in Zurich in 2019 by Francesco D'Amico, who previously served as Deputy CEO of Quilvest Switzerland and CEO of Unicredit Private Wealth Advisory. The firm advises 25 international families with complex balance sheets on governance, investment management and family office services. D'Amico chairs a four-member Board of Directors that includes Germano Giuliani, Tatiana De Boisanger and Riccardo Biaggi, reflecting an institutional governance structure from inception rather than the single-principal model common in first-generation family offices. The firm allocates across private equity, hedge funds, real estate, and direct co-investments, with a stated focus on late-stage and pre-IPO opportunities. Its disclosed sector lens runs toward healthcare services and biotech, consistent with the team's expertise — Senior Investment Manager Niccolò Galli joined from Quilvest's private equity division, while Independent Investment Committee member Thomas Rostron brings over 35 years of institutional investment experience from BNP Paribas, Fortis Investments, and Barclays Wealth. Investment activity spans Europe and North America, with the firm favoring structured partnerships rather than passive fund commitments. Philos & Partners manages approximately USD 5bn in total client assets across its 25-family client base and is regulated as a FINMA asset manager, a status requiring board oversight, capital adequacy, and operational conduct standards that distinguish it from unregulated European family offices. The firm maintains a single office on Zurich's Claridenstrasse. Francesco D'Amico serves as CEO while also sitting on boards of several family holdings and foundations, extending the firm's influence beyond pure asset management into governance and succession planning for the families it advises. What structurally differentiates Philos & Partners is its decision to seek and maintain FINMA regulation as a multi-family office founded after the financial crisis. Most European MFOs of comparable size operate without a regulatory license, relying on private exemptions. Philos's public regulatory status imposes board-level liability, audited controls, and client-asset segregation — architecture that appeals to families who value enforceable fiduciary standards over the discretion-first culture typical of Swiss wealth advisory.