Financial Advisor

EAM agreement between Phoenix Finance SA and custody bank

In an increasingly complex world, we accompany families and wealthy individuals in defining a successful strategy for the management of their wealth. We can work with you and your family to formulate an appropriate global strategy to help you find both today and in the future the solutions that cater the best to your specific requirements.

Why choose Phoenix Finance SA


Are you looking for reliable, sound advice to help you manage your wealth? Would you prefer a partner who truly understands your needs and those of your family, and who you can count on over the long term? Do you appreciate having a personal point of contact for all your wealth management requirements?

Family Office