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New Phoenix Tracker Cerficate 

New Advisory Service on UCITS IV Global Macro Fund

 

INVESTMENT MANAGMENT SOLUTIONS

We provide a dynamic and modular range of investment solutions across a wide range of asset classes to Private and Institutional clients internationally.

CONSOLIDATION & RISK MANGEMENT

Based on a comprehensive risk management process, we provide modular & tailor made solutions to UHNWI and Institutional clients.

FAMILY OFFICE & ADVISORY SERVICES

Take advantage from a selected network of top-quality service providers coordinated by us.

Company

PHOENIX INVESTMENT MANAGERS

Phoenix Investment Managers SA is a Multi Family Office & Asset Management company based in Switzerland, in the city of Lugano.

Phoenix's Core business spans from asset management services for Private and Institutional clients, investment advising for investment funds, to active advisory and risk management services on complex portfolios.

Phoenix Investment Managers seeks to provide a modern and performing investment approach, focused on through and continuous risk management process.

MISSION AND VALUES

We provide consistent and client centric asset management and consulting services to Private and Institutional clients.

Independent

We are independent: an asset management company fully owned by his managing partners.

Client Centric

Our client’s interest always come first: our service is composed by solutions, not by products.

Performance oriented

We are clealry focused on the target: providing highly value adding solution to our clients.

REGULATION & ASSOCIATION

Phoenix is member of the SAIFA – the Swiss Association of Independent Financial Advisors based in Geneva.

Additionally, the company is regulated by Polyreg, a Self-Regulatory Organization recognized by FINMA (Swiss Financial Market Supervisory Authority) .

Activities

INVESTMENT MANAGEMENT SOLUTIONS

Discretionary Asset Management

Our discretionary asset management service is based on an innovative and performing investment methodology, focused on principles of Risk Asset Allocation. We provide absolute return investment lines, with a fully tailor made solution based on the client’s needs.

Investment Advisory

The Investment Advisory service is addressed to Private and Institutional entities (i.e. fund management companies) who are interested in interacting directly with our management team. Together, we work on tailor made active proposals of investment ideas and trades with continuous monitoring of the portfolio.

CONSOLIDATION & RISK MANAGEMENT

Portfolio Consolidation & Monitoring

Our Consolidation service is a comprehensive reporting of the overall financial exposures on the different depositary banks. We actively monitor the overall asset allocation, providing constant cost control and a benchmarking activity between the different (external?) investment managers.

Comprehensive Risk Management

Our Risk Asset Allocation methodology is a powerful instrument for achieving a high level of control of the real risk exposures of the portfolio. We provide an effective categorization of the global portfolio based on a “Risk Bucket” approach: the result is a clear picture of the real sensibility of the portfolio to market’s movements.

FAMILY OFFICE & ADVISORY SERVICES

Family Office Services

In addition to our investment service wallet we actively support our UHNWI clients in a broad range of services, provided by a selected network of top-quality, independent solution providers. Wealth Protection services, Legal and Fiscal Advisory, Estate planning are some examples of our comprehensive offer. The choice of service providers is based on an open architecture approach, focused on best-in-class scouting process.

Advisory service for Professionals

We provide consulting services to Professionals in the Investment Management field. Expert report on managed portfolios, cost analysis on transactions and trades are the pillars of this service.

People

MANAGING PARTNER

Luca P. Comparato

Soon after graduating from HEC, University of Geneva, Luca started his career at Banca del Gottardo in the position of Wealth Manager, as Sport & Entertainment desk specialist.

In 2007, he became Managing Director & Partner of SWM SwissWealth Management, a FINMA regulated investment management company based in Lugano. In 2009, he took on the position of Chief Executive Officer for the same company which he kept until late 2012, when he decided to co-found Phoenix Investment Managers SA. He is now Phoenix's Managing Partner.

Luca is a member of the Executive Board of the SAIFA, the Swiss Association of Independent Financial Advisors based in Geneva, and is Counselor of Ferrero Counsel Monaco. Luca is also member of the Rotary International, in the Club of Milano Scala.

MANAGING PARTNER

Gabriele Gentile

Gabriele began his career in Banca del Gottardo as Relationship Manager after completing a degree in Finance at University of Lugano.

In 2005, he joined the Active Advisory Desk of the bank dedicated to UHNWI clients and Senior Relationship Manager of the group.

In 2007, he became SWM SwissWealth Management SA Head of Asset Management and Deputy CEO in 2009.

In 2012, he left the company to found Phoenix Investment Managers SA as Managing Partner.

Gabriele is member of Rotary International, in the Club of Milano Scala.

ADVISORY BOARD AND NETWORK

Advisory Board

On a regular base, experienced professionals from various industries and backgrounds helps us in the definition of the overall strategy to be implemented.

For a full disclosure of the Advisory Board Member please log-in in the members area.

Business Partners

Our partners are professionals with extensive experience at some of the world’s top institutions. Based on a fully open architecture, we offer a top-quality professional network to our clients nationally and internationally.

Contacts

Phoenix Investment Managers SA

ADRESS : Via Maderno 10, 6900 Lugano

PHONE: + 41 91 923 44 77

FAX: +41 91 923 44 78

E-MAIL: info@phoenixinvest.ch

WEB: www.phoenixinvest.ch

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