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 !
Member of ARIF
ARIF is a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries referred to in article 2 para. 3 of the Swiss Federal Law on combating money laundering and terrorism financing in the financial sector (AMLA). ARIF is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of asset manager within the meaning of the Swiss Federal Act on collective investment schemes.
Phoenix Finance is your go-to source for all things related to financial asset management. We provide our clients with a wide range of investment products tailored to your specific needs. As an experienced and seasoned Financial Advisor we will match your expectations. Contact us today and find out how we can help you achieve your goals.
We understand that each investor is different. Whether you want to prepare for your retirement, ensure your children’s future, or save for their education, we can offer a wide range of attractive investment products combined with a life insurance with a tax effective structure that can be personalized to meet your financial goals.
Cutting Edge Financial Services and Family Office Tailored for You
Phoenix Finance SA is your one-stop-shop for all your financial and family office 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.
We provide our clients with extensive and tailored services. A lot of people underestimate the positive impact of managing their wealth as a whole and prefer to work alone. However, our family office services will put you in the right direction and guide you through every step of the decision-making process towards the growth and protection of your wealth. Get in touch today and see how you can benefit from our services.
A well-thought-out credit strategy can help you accomplish wide-ranging financial objectives, both today and well into the future. Your Phoenix Finance team can help you evaluate both sides of your personal balance sheet to ensure that your assets and liabilities are working well together. Often, the best credit strategy is one that you put in place ahead of when you may need the funds. In other instances, we can customize a loan to your needs.
Enjoy distinctive personal service and benefit from an additional level of control and protection. All of your day-to-day checking, savings, credit and debit card transactions are monitored by a dedicated team of financial services professionals. As Phoenix Finance is familiar with your investment accounts and knows you and your preferences, we can liaise with our banking partners to offer you the best services in this area.
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 a member of a self-regulatory organism (SRO) recognized by the Swiss Federal State. Phoenix also adheres to a Code of Deontology for professional asset managers. In a spirit of transparency and to ensure that we meet all our obligations, we are audited every year by an independent audit firm that reviews and then submits a detailed report to the self-regulatory body (SRO) 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).