Phoenix Group Capital Markets - aVenture Asset Manager Research
Phoenix Group Capital Markets
Operating Status: Operating
UK's largest closed life fund consolidator, managing £76B assets for 6.1M policyholders. Core business: Phoenix Life.
Location
London, Greater London, GB
Founded
2013
The Group is a closed life assurance fund consolidator that specialises in the management and acquisition of closed life and pension funds, and operates primarily in the United Kingdom. Measured by total assets, the Group is the largest UK consolidator of closed life assurance funds.
The Group has over 6.1 million policyholders and £76 billion of assets held by the Group’s life companies. The Group's core business segment: life assurance (including its management services operations) is referred to as 'Phoenix Life'. The Group has four operating life companies which hold policyholder assets and a distribution business, SunLife.
Phoenix Group Capital Markets - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages