In Phoenix Finance...
...our drive is your satisfaction.
We are your financial partner committed to providing the necessary guidance you need in order to take the best actions in your financial life. From making strategic decisions to understanding what the logical and practical next steps are, we are here to guide you through complex decisions. With the help of our network of professionals, you’ll be able to go from where you are to where you want to be !
Phoenix Finance SA is licensed as a portfolio manager by the Swiss Financial Market Supervisory Authority (FINMA) and is monitored by the supervisory organisation Organisme de Surveillance des Instituts Financiers (OSIF) (refer also to our FinSA information page).
Phoenix Finance SA is also a member of the Swiss Association of Wealth Managers (SAM).
At Your Service
Cutting Edge External Asset Management Tailored for You
Phoenix Finance SA is your one-stop-shop for all your financial services related needs. With all the hustle and bustle going on during the day, it’s easy to veer off track. Sometimes, all it takes is a little help from a dedicated professional to put you back on the right path.
We look forward to working with you soon.
About Us
A Swiss tradition for Excellence
We know that sometimes life can get challenging and we are here to ease the load off your shoulders and get you back on track. Across the years, we have earned a reputation for being a partner that actually solve issues. Whether you need guidance with a minor obstacle or have reached a point of seeming despair — we are your go-to source for any decision you have to make. At Phoenix Finance, the best interests of our clients are our first priority, and we go above and beyond to make sure you get the results you need. Contact us today and see what we can do for you.
Phoenix Finance SA is a Swiss entity incorporated in the Business and Company Registry of the Canton de Genève. Phoenix is licensed by the Swiss Financial Market Supervisory Authority (FINMA) and monitored by as supervisory organisation Organisme de Surveillance des Instituts Financiers (OSIF) (refer also to our FinSA information page). In a spirit of transparency and to ensure that we meet all our obligations, we are also audited by an independent audit firm that reviews and then submits a detailed report to the supervisory body on the validity and the correct application of the rules related to our asset management activities. Phoenix has also introduced a Business Continuity Plan to safeguard its operational activity and ensure a quality service to its clients (document available upon request exclusively for clients).