Phillip Managed Accounts
Investing in Your Future
 
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.
 
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.
 
 
 
Benefits to you

With a Phillip Managed Account, you:
Own a personal portfolio, tailored to meet your objectives, risk profile and time horizon, and actively managed to reflect changing market conditions.
Have access to our professional investment expertise to keep your portfolio objectives on track.
Get timely reporting through online access and monthly statements.
Can start the account with cash and/or the transfer-in of shares/unit trusts.
 
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