Wealth
Management
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
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Institutional-grade
investment products
across more than 50 markets
in more than 30 currencies
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China’s onshore
equity and bond ETFs
through China Connect schemes
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Customized global
portfolio allocation
to suit
every strategy need
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Market-leading
risk-adjusted returns
from the best portfolio
managers worldwide
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Independent
investment advice
with a fee structure
that aligns our remuneration
to client net returns
Connect with Phoenician:
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