Applying "common wisdom" type of thinking in the process of financial forecasting can occasionally result in investment errors of grave importance. Such a conduct can translate at best in substantial opportunity costs or can at worst inflict serious financial losses.

Our asset management solutions are not available in certain jurisdictions. Please double check the eligibility restrictions that may apply to you.

Wealth Management

With Phincorp's Wealth Management service, your wealth is in good hands. Your personal situation, aims and requirements are our starting point.

Our advisory process ensures that your strategy and portfolio are built on solid foundations. You can pick up your own investment strategy, however, you may also leave this important decision up to our sophisticated investment selection and asset allocation models. Your investment strategy will be constructed in line with your individual goals and the prevailing market conditions. Phincorp Capital Markets will then manage your portfolio in accordance with the chosen investment strategy, the determined market strategy and the general risk management policies. The ultimate purpose is to achieve proper allocation of funds among the asset classes and proper capital preservation.

Phincorp Private Wealth Management is a discretionary investment solution that utilizes a state-of-the-art range of investment instruments. This is composed of individual securities, investment funds, fund-like instruments, structured products and alternative investments (if suitable). We strive to achieve a high level of diversification for your portfolio.

Periodic statements of assets and performance, as well as reviews held with one of our team members, serve to keep you fully informed about the development of your portfolio. A major bank, recognized as a world-class, leading financial institution, serves as custodian and provides full market access for the implementation of our strategies.

Your benefits at a glance:

• Your personal portfolio is based on your investment strategy, which is tailored to your financial needs and goals.
• You are assured of ongoing personal advice from one of our team’s members while also profiting from professional investment management.
• Delegating the daily management of your assets to our specialists saves you time while ensuring constant professional supervision and active management of your portfolio.
• The advantage of a well-diversified portfolio, combined with our structured investment process and our state-of-the-art risk management tools, can reduce your investment risk and optimize your performance.