[ Customised High Net Worth Portfolios ]

Our approach and our goals

Phanar offers tailor-made wealth management services on a
discretionary or advisory basis.

Each client’s portfolio is personalised to reflect client preferences concerning investment risk and return.

In advising a client who chooses a personalised portfolio, we use our sophisticated research capability, including advanced financial software and analytical tools. Risk awareness is an important part of this work.

Phanar offers tailor-made
wealth management services on a
discretionary or advisory basis.

Each client’s portfolio is personalised to
reflect client preferences concerning
investment risk and return.

In advising a client who chooses a personalised portfolio, we use our sophisticated research capability,
including advanced financial software
and analytical tools. Risk awareness is an important part of this work.

Our process

In-depth discussions with the client

We perform an extensive review of the client’s existing asset allocation and needs.

Formulating investment management profile

We establish the relevant constraints including risk parameters.

Ongoing monitoring of
portfolio

We make adjustments as trends in the securities markets require.

Reviewing portfolio regularly with the client

We report to clients on the investments and results.

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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