Phoenix Asset Management Partners, based in the UK, focuses on long-term investing, primarily in UK securities. Phoenix provides investment advice to pooled investment funds and separately managed accounts for institutional investors. Phoenix analyzes businesses to understand how they make a profit and assesses management competence and integrity. The firm uses its own system for evaluating businesses called “DREAM”.
Assets Under Management$1.9B
Clients5
AdvisorsN/A
Avg. per Client$380M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Phoenix Asset Management Partners provides investment advisory services to pooled investment vehicles and separately managed accounts. Fees for managed account clients are negotiated on a case-by-case basis and set forth in an Investment Management Agreement.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.