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Phillip
Managed Accounts |
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Investing
in Your Future |
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In order to meet
your financial needs as well as look forward to a comfortable future,
you need to invest and grow your wealth. Depending on growth in salary
and savings, particularly in a low interest rate environment, will
not be enough.
Investing, however, is not everybody's forte. You may be too busy
with work or family, or do not have the expertise or interest to manage
your own investments. |
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With our individually managed and discretionary 'Phillip
Managed Accounts', we help you take control of your investments
and grow your wealth consistently over the long-term. We
offer a range of managed account services to meet your individual
investment needs and objectives, taking into account your risk profile
and time horizon.
In
managing both individual and corporate accounts, we work directly
with you or through your financial adviser representatives. As our
client, you will have access to the expertise of our team of investment
professionals and the resources of the PhillipCapital group of companies
through one exclusive relationship.
Let us help you invest in your future.
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Benefits
to you
With a Phillip Managed Account, you:
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Own
a personal portfolio, tailored to meet your objectives,
risk profile and time horizon, and
actively managed to reflect changing market conditions. |
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Have
access to our professional investment expertise to keep
your portfolio objectives on
track. |
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Get
timely reporting through online access and monthly statements. |
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Can
start the account with cash and/or the transfer-in of
shares/unit trusts. |
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Please
read disclaimers |
