OIKOS Wealth Management Overview

  • Type
  • Family Office (Multi)

  • Year Founded
  • 2010

Year Founded

  • Professionals
  • 1

Professionals

OIKOS Wealth Management General Information

Description

OIKOS Wealth Management is a multi-family office based in Oberweningen, Switzerland. Established in 2010, the firm offers family office services including wealth component analysis, goal analysis, wealth structuring, controlling, portfolio reporting, and strategic review. The assets are managed by the executive management team.

Contact Information

Website
www.oikos-wm.com
Year Founded
2010
Open To Secondaries
Open To First Time Funds
Institution Type
Family Office (Multi)
Primary Contact
Title
Executive, Investment Management
Email
a.
Phone
+41 078
Corporate Office
  • Bachstrasse 12
  • 8165 Oberweningen
  • Switzerland
+41 043

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OIKOS Wealth Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

OIKOS Wealth Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

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