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DirectoryFinance & InsuranceExternal Asset ManagementZugPhanar Asset Management AG
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Phanar Asset Management AG

Summary

About the company

The core activity of Phanar Asset Management AG is wealth management and investment advice for clients, including the selection and management of financial instruments such as stocks, bonds, shares in collective investment schemes, structured products and derivatives. The company also offers execution-only services, where client orders are transmitted without advice or management.

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Products & services

Industry:External Asset Management
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Asset management
Tailored asset management on a discretionary or advisory basis, with individually tailored portfolios, ongoing monitoring and regular reporting.
Investment advisory
Personalised investment advisory for private and institutional clients, based on risk and return preferences as well as ongoing analysis and portfolio adjustments.
Actively managed funds
Actively managed funds with exposure to bond, equity and commodity markets; listed are Phanar Electrum Active Allocation Fund, Phanar Electrum Gold Fund and AMC Phanar Active Allocation Portfolio.
Co-operations with financial institutions
Collaboration with financial institutions, independent advisers and professionals; including custodian relationships, fund platforms, white labelling and introducer agreements.

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Secure profile

Location

Kolinplatz 10
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-110.112.210
Founded
2003 · 23 years
Last commercial register change
October 24, 2024
Employees
11 to 20

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