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Private Banking

At Philos Partners, our primary goal in Private Banking is to help private business owners and affluent individuals create, transition, preserve, and grow their wealth over generations. We offer objective financial and investment advice, debt and equity financing, and excellent service to both corporate and private clients, resulting in long-term relationships built on trust.

Private Banking_Private Wealth Management Private Wealth Management

We provide our clients with the most thoughtful and comprehensive long-term investment experience possible by combining our deeply ingrained investment culture with insightful wealth planning and exemplary service.

Private Banking_Corporate Lending Corporate Advisory & Banking

We offer objective corporate finance advice and capital to substantial privately held businesses to help owners accomplish both their business and personal goals.

Private Banking_Private Equity Private Equity

As active investors in lower middle-market private equity, we look to partner with and support talented management teams and owner-operators by providing customized junior capital solutions.