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Managed Accounts

Phillip Managed Accounts (PMA)

With Phillip Managed Accounts, you have the services of dedicated investment professionals who will manage your company’s excess funds and take control of the investment portfolio.

In addition to our regular suite of services, we understand that corporate clients can have special needs. We are able to customize investment solutions to meet your company’s requirements. Our solutions can be based on taking positions in direct securities or through funds, covering key asset classes in equities, bonds and money market instruments. Other than individual high-net-worth and retail investors, our client base includes corporations, institutions, and unions.

In managing clients’ funds, we adopt a disciplined, active investment process that takes a top-down macro view of markets and a bottom-up approach to stock selections. We begin with understanding your objectives, before constructing the optimal portfolio with investments that we select after careful screening and analysis. Drawing on the knowledge, skills and experience of our portfolio managers and through rigorous research, we monitor and actively manage your investment portfolio on an on-going basis as market conditions change. We end with reviewing the performance of your portfolio regularly to ensure that it meets your objectives.

To us, investing is about helping our clients work their funds harder, but in a prudent manner, and not about beating benchmark indices. Over time, our clients have come to trust us - appreciating our transparency and accessibility, and our value proposition of meeting their needs with the right balance of return and risk, coupled with a high level of client service.

Our goal is to partner with our clients to ensure their success by achieving the right balance between optimal investment performance and capital preservation.