For high net worth and family office investors, Phanar works seamlessly with custodian banks.
Phanar’s funds complement or expand wealth management firms’ existing platforms.
Managed by Phanar, but without our name, funds can be offered on investment platforms.
Phanar works with independent advisors and other distribution partners
Phanar works with analysts, tax advisers, lawyers and other experts.
Phanar’s funds provide specific solutions to asset management or wealth management firms.
For example, firms may need:
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.
How can Phanar complement or expand your firm’s existing platform?
Phanar will provide information on our firm and access to our CIO & team to familiarise you with our investment philosophy.
Determine best format/structure to offer to investors.
Phanar maintains
regular contact and
strong working
relationships.
How can Phanar complement or expand your firm’s existing platform?
Phanar will provide information on our firm and access to our CIO & team to familiarise you with our investment philosophy.
Determine best format/structure to offer to investors.
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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