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Wealth/Portfolio Management

Stay ahead of the pack with access to deals reserved for the privileged few.

Expat Investing

We analyze the big picture to ensure your global investment requirements are catered for.

Special Situations

Providing over a century of cumulative money management experience to our clients.

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“Never follow the crowd.” – Bernard M. Baruch

Just as no two people are alike, the investment requirements of no two people are alike. Consequently, a bespoke solution is required to ensure your portfolio fits your unique requirements perfectly.

And this is what Phoenix Management understands and excels in – tailoring portfolios to fulfill the individual investment requirements of our clients.

How do we do this? As a boutique investment firm specializing in global equities of small and medium capitalization companies across all sectors, we spend the time to attain a deep understanding of your needs and then apply our decades of experience to ensure that you secure your goals.

The team at Phoenix Management is comprised of lateral thinkers with the knowledge, maturity, patience, and ability to provide clients with the returns they seek within their risk profile.

We do not follow the crowd – we strive to arrive early and exit when the crowd arrives; all the while using a top down strategy before drilling down to the bottom-up opportunities.