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.
Managing complex investments can be made simple. 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. Key Features of Managed Account Services. Researchers and Analysts in Singapore and our regional. Direct ownership of stocks in your name. No withdrawal restrictions and no lock-in period. Full listing of your portfolio holdings through 24x7 online access.
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?