[ A diverse network ]

Excellence in service

Custodian

For high net worth and family office investors, Phanar works seamlessly with custodian banks.

Fund platforms

Phanar’s funds complement or expand wealth management firms’ existing platforms.

White labelling

Managed by Phanar, but without our name, funds can be offered on investment platforms.

Introducer agreements

Phanar works with independent advisors and other distribution partners 

Trusted experts

Phanar works with analysts, tax advisers, lawyers and other experts.

Offering our funds on investment platforms

Phanar’s funds provide specific solutions to asset management or wealth management firms.
For example, firms may need:

phanar-our-vision

Actively managed exposure to fixed income, equity and commodities markets in a liquid and cost-efficient manner:
Phanar Active Allocation UCITs Fund

Our products are often complementary to existing offerings and/or can expand offerings.

Our process

Discussion of objectives

How can Phanar complement or expand your firm’s existing platform?

Diligence

Phanar will provide information on our firm and access to our CIO & team to familiarise you with our investment philosophy.

Structure and approach

Determine best format/structure to offer to investors.

Collaborative relationship

Phanar maintains
regular contact and
strong working
relationships.

Discussion of objectives

How can Phanar complement or expand your firm’s existing platform?

Diligence

Phanar will provide information on our firm and access to our CIO & team to familiarise you with our investment philosophy.

Structure and approach

Determine best format/structure to offer to investors.

Collaborative relationship

Phanar maintains a regular dialogue and a strong working relationship with each of our partners.

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)

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