| '...supporting the growth of specialist and boutique investment managers.' |
Corporate Values
Phoenix seeks to differentiate itself from its competitors by providing a highly efficient and comprehensive outsourcing solution which is staffed by an experienced and relationship focused team and supported by a flexible technology model.
Phoenix has rejected the ‘functionalised’ business model adopted by other service providers. It believes that investment managers prefer a more client focussed approach to administration. Clients of Phoenix have direct access to the people working on their funds, so that as one client put it ‘it is like having your own operations staff, albeit in a different office’.
Phoenix provides its clients with the following:
- Comprehensive Offering; Phoenix has an end-to-end solution allowing fund managers to concentrate on their investment process.
- Innovation; Phoenix’s service is delivered via proprietary systems combined with modern third party technology.
- Experience; Phoenix has knowledgeable staff with extensive experience of fund administration and outsourced services.
- Client Focus; Phoenix’s clients have direct access to and develop long-standing professional relationships with its operational staff.
- Independence; Phoenix’s directors and staff are majority owners of the business.
