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Individuals and Families

Providing private wealth management and lending to private clients.

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Private Businesses

Achieving financial solutions for private companies and their owners.


Assessing the unique challenges of financial and non-profit Institutions worldwide.

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Consultants and Advisors

Partnering with intermediaries to better serve clients.

At Philos Partners, we are...

On the same side as our clients

Our success is inextricably linked with that of our clients.

Promoters of strong, consistent, sustainable performance

The result of individual accountability, selected industry expertise and client specialization.

Selective and specialized

Choosing our clients and our businesses thoughtfully.

Naturally innovative

Collaborative, transparent, hands-on relationship management promotes innovation and agility.

Global and accessible

Big enough to serve you and small enough to reach the right people.

More about Philos Partners...