English

Managed Account Services

 MA Web Banner

 

 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

 List-button-smallTeam-Profile-button-small
 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
 

Do you have the time to actively manage your wealth?

Have you been too preoccupied and had no chance to fulfill your investment goals?

 

Tap on our investment expertise to build your assets in three simple ways.

 

Our Portfolio Managers can help you take control of your investments and grow your wealth over the medium- to long-term on a discretionary basis. With our active management in changing market conditions, you benefit from a diversified portfolio of stocks, unit trusts, ETFs or bonds in your choice of investment in specific choice, country and/or sector to keep your investment objectives on track.

 

Managing complex investments can be made simple.

 

 

ma cubes 123

 

 

How Discretionary Managed Account Service work?

We offer a varied suite of discretionary managed account services, catering to investors with different risk profiles and needs. Start building your investment portfolio in 3 SIMPLE STEPS.

 

1. DEFINE your investment objectives, risk tolerances, preferences and constraints.

2. SELECT your portfolio strategy(ies)

3. BUILD your wealth through our team of professional portfolio managers

 

 

Key Features of Managed Account Services

 

1. Global Presence

    Researchers and Analysts in Singapore and our regional

    network which includes Japan, Malaysia, Hong Kong, Thailand

    and Indonesia

2. Choice 

    Select from a suite of managed account services to suit your

    risk profile and investment objectives

3. Ownership

    Direct ownership of stocks in your name

4. Flexibility

    No withdrawal restrictions and no lock-in period

5. Transparency

    Full listing of your portfolio holdings through 24x7 online access

    and monthly statements

              

 

Approach

We take an active investment approach in generating portfolio returns. With active management, we aim to add value to our clients' portfolios through our decisions on asset allocation and security selection. Each Investment Strategy that you choose has its own unique investment approach that your portfolio managers uses to generate the returns. We manage risks by keeping close watch on market conditions and taking appropriate actions to rebalance clients' portfolios and implement loss control measures where necessary. Through disciplined risk management, we balance the risk-return potential of our clients' portfolios.

  

 

Why Managed Services with Phillip? 

When you open a Managed Account with Phillip Securities, you connect yourself with the premier financial institution amongst retail investors in Singapore and across the globe, the recipient of “Best Retail Broker Award” for 2012, 2011 and 2010 recognised by the Securities Investors Association (Singapore).

 

Since 1975, the PhillipCapital network has grown into an integrated Asian house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers. With more than 3,500 employees and over 1 million clients worldwide, our assets under custody/ management totals to more than USD 30 Billion with shareholders' funds in excess of USD 1 Billion. 

 

 

List of Managed Account Services*

MA services table-dec 16

 

MA-investment fees

 

*Please contact us for our full listing of Managed Account Services and details on fees & charges. 

 

Please read the Disclaimer for Managed Account Services.

 

For enquiries, call 6531 1555 or email This email address is being protected from spambots. You need JavaScript enabled to view it.  

header client login

bullet login red POEMS    bullet login red FAME

 

header partner login

bullet login red FAME

 

header apply

header global

but phonemail

but hrs

but closed1


 Corporate Video banner

   

UT-Performing-Funds

  

FA Banner HOME

  

TR Banner HOME

   

Futures BYOB HOME

  

 

 

 

 

Copyright ©2017. Brought to you by Phillip Securities Pte Ltd. Co. Reg. No. 197501035Z (A member of PhillipCapital). All Rights Reserved.