Phoenix Segregated Portfolio Company Ltd.

Phoenix Segregated Portfolio Company Ltd.Phoenix Segregated Portfolio Company Ltd.Phoenix Segregated Portfolio Company Ltd.

Phoenix Segregated Portfolio Company Ltd.

Phoenix Segregated Portfolio Company Ltd.Phoenix Segregated Portfolio Company Ltd.Phoenix Segregated Portfolio Company Ltd.

Discrete Asset Protection Solutions

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence
FREE ANALYSIS AND SETUP

Discrete Asset Protection Solutions

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence
FREE ANALYSIS AND SETUP

About Us

The Company

We have accumulated over thirty years of experience in providing wealth management services for a sophisticated clientele: high net worth individuals, family and industrial groups as well as other legal entities. All main activities related to the direct administration of the entrusted assets is carried out in our headquarters which are in Switzerland. This is also where our network of relationships with the financial and banking groups we rely on is located. On the other hand, the structuring of asset protection solutions is carried out in the United Arab Emirates, by analyzing the needs of the clientele for the segregation of assets and their relative protection.

The concept

  When managing personal assets, we must first perform an in-depth analysis of the holding structure before focusing on the performance of single investments. We will fully dedicate ourselves to the administration of the assets (financial assets, qualified and unqualified shareholdings, art collections, aircraft, boats) only once we have the certainty that there is a robust framework in place that guarantees optimal safety.

With the Segregated Portfolio Company we take care of asset protection (through the selection of top-level business partners), preserving their original value and guaranteeing a transparent and smooth generational transition.

Investment Process

Our team is composed of people coming from different backgrounds in the financial world, however we all have one thing in common: a commitment to ethics and integrity. We’re all fully licensed and qualified in Switzerland, United States, Canada and the European Union. You can count on unbiased recommendations and impartial guidance.

The holistic process of selecting the investment classes and the currency composition provides for a careful analysis of the risk and the achievement of real sustainable results with a medium-term time horizon.

Protect Your Assets With us

A global solution

Separation of liability

Separation of liability

  

A Segregated Portfolio Company (or SPC) is a company which segregates the assets and liabilities of different classes of shares from each other and from the general assets of the SPC.

The assets in a Segregated Portfolio assets can be assets representing share capital, retained earnings, capital reserves, share premiums and all other type of assets attributable to or held within the Segregated Portfolio.  

A Segregated Portfolio Company (SPC) is a company limited by shares. The SPC can have up to ten segregated portfolios for the purpose of seprating the assets and liabilities of the company, held within or on behalf of a segregated portfolio from other assets and liabilities of the company and segregated portfolios. Segregated portfolios can be incorporated provided the Registrar is satisfied that the directors of the company have the knowledge and expertise necessary to manage segregated portfolios.

Separation of liability

Separation of liability

Separation of liability

  

Through the separation of liability, only the assets of each Segregated Portfolio are available to meet liabilities of creditors in respect of that specific Segregated Portfolio; if there are liabilities arising from a specific reason attributable to a particular Segregated Portfolio, the creditor only has the ability to recourse to the assets in that specific Segregated Portfolio. Under the laws of some jurisdictions, where the assets of a Segregated Portfolio are insufficient to meet the portfolio’s obligations, then a creditor may have recourse to the general assets of the SPC, but not those assets which belong to a different Segregated Portfolio. An SPC is technically a single legal entity and the Segregated Portfolio’s within the SPC will not be separate legal entities which are separate from the SPC, although for bankruptcy purposes they are treated as such.

Advantages

Separation of liability

Advantages

  

  1. 100% foreign ownership
  2. Complete repatriation of profits and capital
  3. Open bank accounts in the UAE and internationally
  4. Establish subsidiary with Free Zone and avail double taxation treaty benefits

Our Team

Managing and Founding Partners

Managing and Founding Partners

Managing and Founding Partners

Keren and Luigi met in Dubai in 2018 and joined forces to create Standard Trust Advisors DMCC. STA is controlling and handling all the compliance of Phoenix Segregated Portfolio Company Ltd. with ethical rules as the basis of their mandate received by its customers.

Keren has accumulated her experience in over twenty years of strategic con

Keren and Luigi met in Dubai in 2018 and joined forces to create Standard Trust Advisors DMCC. STA is controlling and handling all the compliance of Phoenix Segregated Portfolio Company Ltd. with ethical rules as the basis of their mandate received by its customers.

Keren has accumulated her experience in over twenty years of strategic consulting to private and institutional clients. The same can be said of Luigi who founded his own asset management group in Switzerland (which the Dubai structure relies on). With Standard Trust Advisors DMCC and Phoenix Segregated Portfolio Company Ltd. he decided to put his decades of experience in wealth management at the service of a vast panorama of international clients

RAK & Compliance Agents

Managing and Founding Partners

Managing and Founding Partners

Gemana Services & Management DMCC is responsible for dealing with all relations with the RAK authority of the United Arab Emirates on behalf of Phoenix Segregated Portfolio Company Ltd. and is acting as a member of the board in the role of legal & compliance officer.

With over twenty years of experience in the legal field and offices betwe

Gemana Services & Management DMCC is responsible for dealing with all relations with the RAK authority of the United Arab Emirates on behalf of Phoenix Segregated Portfolio Company Ltd. and is acting as a member of the board in the role of legal & compliance officer.

With over twenty years of experience in the legal field and offices between the UAE, Switzerland and the United Kingdom, Gemana deals with all the legal and administrative apparatus. It manages the repartitions of the individual sectors (Segregated Portfolio) guaranteeing maximum protection of the private sphere to the subscribers themselves and guaranteeing a fluid flow, both in the context of subscriptions, as well as in the redemption of the assets by returning them to the subscribers once they have been liquidated.

Operations & Middle Office

Managing and Founding Partners

Operations & Middle Office

The team consists of Thyll and Elena whom guarantee a smooth administrative flow relating to: subscriptions, document processing, execution of investment orders, maintenance of relations with the trading room in Switzerland and provision in real time of precise and updated management reports.

With extensive experience in the banking sector

The team consists of Thyll and Elena whom guarantee a smooth administrative flow relating to: subscriptions, document processing, execution of investment orders, maintenance of relations with the trading room in Switzerland and provision in real time of precise and updated management reports.

With extensive experience in the banking sector, both in Switzerland and abroad, the team uses the most sophisticated means of automatization and provides for constant updates of the systems in both the regulatory and technological fields.

Segregated Portfolios short presentation

Segregated Portfolio Company Scheme (pdf)Download

Investors Only Area - Segregated Portfolio Update

Files coming soon.

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Phoenix Segregated Portfolio Company Ltd.

Jumeirah Bay X3 Tower, Jumeirah Lakes Towers, Dubai, Dubai, United Arab Emirates

+ 971 4 770 55 41

Hours

Sunday - Thursday: 9am - 5pm

Friday - Saturday: On appointment


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