We are an independent asset management boutique based in Switzerland and the UK. We offer investment advice to private and institutional clients. Our many years of experience give us the perspective needed to manage wealth prudently.
Phanar’s vision is to be a leading boutique asset management and advisory firm and a steadfast, trustworthy, and dependable partner to clients.
Phanar shall offer the highest quality asset management services and products. We aim to preserve and to increase our clients’ wealth while providing customised advice and outstanding client service. Four core elements define Phanar’s approach: superior products, best-in-class service, experience, and independence. Our independence enables us to provide advice free of the conflicts that an affiliated underwriting or trading business might cause. Phanar’s international team brings together extensive experience investing in a wide range of financial market conditions.
Our seasoned international team offers investment portfolios tailored to your needs and risk preferences.
Phanar’s vision is to be a leading boutique asset management and advisory firm and a steadfast, trustworthy, and dependable partner to clients.
02
Mission
Phanar shall offer the highest quality asset management services and products. We aim to preserve and to increase our clients’ wealth while providing customised advice and outstanding client service. Four core elements define Phanar’s approach: superior products, best-in-class service, experience, and independence. Our independence enables us to provide advice free of the conflicts that an affiliated underwriting or trading business might cause. Phanar’s international team brings together extensive experience investing in a wide range of financial market conditions.
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Individualised attention
Our seasoned international team offers investment portfolios tailored to your needs and risk preferences.
Thank you very much for inviting me to the conference call. Over the last week, I have attended events from five major international banks, two of them top bulge bracket banks. Phanar’s conference call was by far the best. I appreciated the clarity of [Chief Investment Officer] Mr. Neuburger’s explanations – both insightful and easy to understand. I look forward to the next one.
Principal of Family Office
As a long standing client of Phanar, for over fifteen years, I had the benefit of exceptional returns on my portfolio and a very dedicated, tailor-made service during all market conditions. The expertise of the staff is outstanding. They are obviously inspired by the integrity and the rare, especially in finance, personal values of the founder Mr. Oscar Jonson. Phanar is highly recommended.
Private client
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Short risk warning / disclaimer: The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance is not a reliable indicator of future performance. Phanar Asset Management (UK) Limited is authorised and regulated by the Financial Conduct Authority (FRN 747254)
