Investment Philosophy

Mission

At Phoenix, we work exclusively to deliver upon a two principled client strategy:

  1. To source prudent global investment and credit opportunities without alignment or bias to any bank or investment firm.
  2. To assist our investors in managing and consolidating their various offshore banking and investment relationships.

Vision

By delivering best in class management and advisory services, Phoenix strives to enhance the intrinsic value of our clients’ global banking and investment activities.

Our Legacy

Phoenix has been born from the changing financial landscape since the Great Recession of 2008.

The Financial Crisis of 2008 has proved itself to be the most profound global recession since the Great Depression of 1929, affecting markets and investors worldwide.

Regulatory responses including, but not limited to, the Volcker Rule and Dodd-Frank have contributed to ongoing profound changes within the industry which we believe will continue for the foreseeable future.

Many financial institutions today are still straddled with numerous constraints leading to restrictive business practices.
Furthermore numerous investment platforms have shifted away from the Co-Investment side of the business due in part to these same constraints as well as perceived future regulatory changes.

One result of the above has been a significant change in the delivery of banking and investment solutions, in many ways to the detriment of the international investor.

Phoenix recognizes the challenges our clients face in today’s environment. It is because of these challenges that our founder chose to function independently, focusing solely on the needs of our clients by creating partnerships to better harness prudent investment and banking solutions needs.