How Phoenix Will Help You With Your Global Wealth Management

Phoenix provides our clients the high level of service and attention that should be expected when working with a boutique firm, while providing access to large scale international wealth solutions.


Phoenix brings over 25 years experience in global investments and Private Banking.


Extensive network of investment specialists within US, Europe, and Far Eastern markets, coupled with a global network of niche investment providers.

Product Specialist

Proven results in Private Equity and Real Estate transactions.


Complete transparency in all transactions at both the company level and at the individual investment level.


Leveraging our network of investors, Phoenix has the ability to coordinate partnerships on specific deals with bankers from numerous global jurisdictions.

Open Product Platform & Deal Sourcing

Impartiality. No banking affiliations and restrictions.