Our partnerships
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:

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 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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