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Managed Accounts

Phillip Managed Accounts

Phillip Managed Accounts (PMA) are discretionary managed investment accounts offered to retail investors, high-net-worth individuals, corporations and institutions.

With our varied suite of PMA services, you will be able to select one that best meets your risk profile and needs. For high-net-worth individuals, corporations or institutions with special needs, we are also able to offer customized investment solutions, covering key asset classes in equity, bond and alternative investments.

In managing our clients’ portfolios, we draw on the knowledge, skills and experience of our team of dedicated investment professionals. We adopt a top-down, bottom-up investment process that takes an active  management stance, employing tactical asset allocation strategies and rebalancing portfolios as market conditions change. In our portfolio design, we use a variety of investment instruments, including direct securities, unit trusts and exchange-traded funds.

Investing to us is not just about managing your wealth today, but helping you realize the future that you are looking forward to. We aim to achieve success with the right balance of optimal investment performance and capital preservation.