EAM agreement between Phoenix Finance SA and custody bank
Phoenix Finance SA is a full fledge asset manager for individuals and families. Our investment professionals are located in Switzerland, providing strategies that span the full spectrum of asset classes.
We provide global market insights and a range of investment capabilities and we are steadfastly committed to putting our clients' interests first.
This fiduciary responsibility defines our relationship with the clients and their depository banks and is the basis of every decision we make on their behalf. This core principle of defining the rights and obligations of all parties is the foundation of our business as we work to understand our clients' needs, offer informed advice and execute strategies to generate returns and provide world-class client solutions.
With a discretionary mandate you can delegate the day-to-day management of your assets to us. Our offering includes a wide choice of basic asset allocations from which to start, plus access to a variety of investment solutions that will suit your needs (specific equities strategies, funds, ETF, bonds, structured products, alternative investments, commodities and currencies).
With an advisory mandate, you make all your own investment decisions. We provide you personal advice, the support and advice of experts in many fields, and direct access to our research capabilities.