Phoenician’s wealth management unit works with a select group of private and institutional clients – including high net worth individuals and family offices –to preserve and manage their wealth, achieve their financial goals, and establish a lasting legacy.

Through its comprehensive suite of bespoken portfolio management solutions, Phoenician provides non-discretionary investment advisory services and discretionary portfolio management services.


We offer all our clients access to

investment products
across more than 50 markets
in more than 30 currencies

China’s onshore
equity and bond ETFs

through China Connect schemes

Customized global
portfolio allocation

to suit
every strategy need

risk-adjusted returns

from the best portfolio
managers worldwide

investment advice

with a fee structure
that aligns our remuneration
to client net returns

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