FIO Partners AG | Family Investment Office

Overview

FIO Partners AG is a Swiss family office that describes itself as one of Switzerland’s larger asset managers. The firm says it operates independently and transparently, maintains long-term personal relationships, uses an open architecture and international network, and favors clear, simple solutions.¹

FINMA’s current register identifies FIO Partners AG in Pfäffikon SZ as a licensed portfolio manager supervised by AOOS. FIO’s information brochure also states that the firm holds a permit under Article 5(1) of Switzerland’s Financial Institutions Act and is supervised by AOOS.²

History

Five partners founded FIO Partners AG in Zurich in 2009. The partners have held the majority of the firm’s shares since its foundation.¹

Leadership

Current team listings identify Harald U. Hoffmann as CEO and Partner; Patrik M. Paulus as Chairman and Partner; Wolfgang Fanger and Marcel Singenberger as Executive Board Members and Partners; and Marcus Hartmann as Board Member and Partner.³

The wider team includes Hugo Cadenbach, Wealth Manager and Director; Daniel Egger, Portfolio Manager and member of management; and Morten Riechel, Advisor and Director.³

Services

FIO’s services include asset and portfolio management, asset structuring, investment advisory, asset consolidation and performance measurement. Its information brochure describes the firm as a multi-family office offering wealth management, investment advice, support for private-equity co-investments and wealth consolidation.⁴

The firm’s consolidation system brings together bankable assets and liabilities with non-bankable holdings such as real estate and art. Its consolidated reporting covers portfolio composition, performance, benchmarks, costs and taxes.⁵

FIO also offers investment advice for active investors seeking a professional second opinion. The firm says its advisory process incorporates non-liquid assets and addresses diversification, liquidity and security.⁶

What the firm offers

• Investment management
• Tax planning
• Private and alternative investments
• Cross-border planning

Client focus

FIO describes its clients as wealthy individuals, entrepreneurs, companies and families. Its multi-family-office model combines investment services, wealth structuring, consolidation and advice for clients seeking coordinated oversight of their financial assets.¹

Approach

FIO states that it acts in clients’ interests and builds long-term relationships through independent, transparent advice. The firm highlights open architecture, an international network and straightforward solutions as parts of its working approach.¹

FIO says its investment strategies have generated steady outperformance against benchmarks and selected bank strategies. Its track-record presentation includes FIO Yield, Balanced and Growth strategies in CHF and EUR.⁷

FAQs

Related resources

• LocationMultifamily offices in Switzerland

  This directory helps compare Swiss multi-family offices by location, client focus and service mix. A family or business owner can use it to frame questions about investment management, tax planning, private investments and consolidated reporting before contacting a firm such as FIO Partners AG.

• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts may fit into cross-border asset planning. They can help Swiss resident families, entrepreneurs and companies identify legal, tax and ownership questions to raise when discussing private investments, succession structures or international wealth arrangements.

• Network siteFamilyOffices.com

  FamilyOffices.com offers educational resources and a community focused on single family offices and wealthy families. Readers can use it to understand governance, reporting, investment oversight and family priorities that may shape discussions with a Swiss multi-family office serving several generations or operating businesses.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference point for understanding developments among multi-family offices. A prospective client can use the review to prepare questions about investment management, alternative assets, tax coordination and reporting for a family or company with cross-border interests.

• Similar firmsAmicum Capital AG
  BodmerLyhs & Partners Ltd.
  GT Family Office AG

  Profiles of Amicum Capital AG, BodmerLyhs & Partners Ltd. and GT Family Office AG offer comparison points within the same broader market. Reviewing their stated services, regions and client types can help a family or business owner clarify which capabilities matter when assessing FIO Partners AG.

Sources

1. FIO Partners AG, About us
2. FINMA, list of licensed portfolio managers · [FIO Partners AG, Information brochure](https://www.fio-partners.ch/wp-content/uploads/2024/10/FIO_Informationsbroschuere_2024_clean.pdf)
3. FIO Partners AG, Team
4. FIO Partners AG, Services and information brochure · [Information brochure PDF](https://www.fio-partners.ch/wp-content/uploads/2024/10/FIO_Informationsbroschuere_2024_clean.pdf)
5. FIO Partners AG, Consolidation
6. FIO Partners AG, Advisory
7. FIO Partners AG, Track record

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.