Who We Are

Phoenix Wealth Management is a private, global asset manager focused on active, high-conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. As of 2018, the firm managed more than US$9 billion across global asset classes for sophisticated investors around the world.

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What We Believe In

Phoenix Wealth partners with a wide range of institutions, including corporations, central banks, universities, endowments and foundations, public and private pension and retirement plans. Investing our clients’ assets is a tremendous responsibility, and for that reason there can be no shortcuts. We work relentlessly to help our investors reach their goals.

 
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Prepared

Phoenix Wealth believes that performance starts with preparation. We conduct exhaustive research and analysis to continuously evaluate the world’s changing risks and opportunities, from broad economic trends to individual securities. Our aim is to deliver forward-looking solutions that maximize the possibilities for our clients.


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Tested

There is no substitute for experience. Our distinctive top-down, bottom-up investment process has been tested in every market environment. That process is more than any one person – it is fundamental to our firm and will guide our efforts on behalf of our clients.


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Invested

Phoenix Wealth believes there is nothing more important than the partnership with our clients. Markets don’t stand still and neither do we, innovating to build solutions to meet investors’ evolving needs. We are committed in helping our clients achieve what they set out to accomplish.