- Home
- Managed Account Services
Managed Account Services
Why Phillip Managed Account Services?
Don’t have the time to actively manage your portfolio? Unsure of how to achieve your investment goals? Let us help you navigate through the financial markets.
Our team of Portfolio Managers and Analysts behind our discretionary portfolio management services are focused on helping you to construct a portfolio of assets based on your risk profile and investment objectives.
Our discretionary portfolio service allows our portfolio managers to efficiently facilitate the allocation of your capital to the right products and execute the trade on your behalf.
Hence, investors without prior knowledge about investments or do not have the time to study the ever-changing market situation may find discretionary portfolio service to be the best option for them.
What is a Managed Account?
Managed Account (“MA”) Services curate individually managed investment portfolios that are beneficially owned by the individual investor and managed by a designated portfolio manager on a discretionary basis. In managing the client’s funds, the portfolio manager has the full discretion to buy and sell stocks, bonds, unit trusts, exchange-traded funds or other financial instruments according to the investment mandate of the MA service.
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 securities selection./p>
You may choose from a varied suite of discretionary managed account services which cater to investors with diverse risk profiles and investment objectives. You can also choose to invest in specific regions or sectors while having a diversified portfolio of stocks, Unit Trusts, ETFs and bonds.
For more information, click here.
The Team behind Managed Account
Chan Wai Chee
Chief Investment Officer (CIO)
Mr Chan Wai Chee was previously the CEO of Phillip Securities Research before joining the Investment Solutions Department in 2016. Mr Chan has over 30 years of professional experience in the finance industry. He was previously an external auditor/accountant with Ernst & Young; and Rheem (Far East) Pte Ltd. He was also a financial controller with Neethlingshof Estate in South Africa. He joined PhillipCapital as Head of Research with Phillip Securities Research in 2001. Mr. Chan graduated from the National University of Singapore with a Bachelor of Accountancy degree in 1980.
Ng Aik Hong
Deputy Head & Portfolio Manager
Mr Ng Aik Hong is the Deputy Head of the Investment Solutions department, a fund management arm of PhillipCapital. He joined Phillip Investor Centre in 2011 as a dual-license investment specialist and eventually became the deputy head cum securities dealing head where he co-led a strong network of more than ten branches in Singapore before joining Phillip Managed Accounts. Mr Ng is actively involved in portfolio investment solutions, platform development, development of financial products, risk profiling, negotiation of investment terms and portfolio management. He is currently sitting on the advisory board and holding directorship in some Variable Capital Companies (VCCs). Mr Ng has over 10 years of professional experience in the finance industry. He graduated from Nanyang Technological University (NTU) with a Bachelor Degree of Mechanical Engineering.
Wong Kwek Yong (CFA, CAIA, FRM, CFP, ChFC/S, CLU/S, CHNWA, ACLP)
Deputy Chief Investment Officer
Mr Wong Kwek Yong graduated from North Lexington University with Bachelor of Science, Business Administration, with over 16 years of experience in Financial Services. He is also a Chartered Financial Analyst, Financial Risk Manager and Chartered Alternative Investment Analyst Charter Holder. In his previous experiences, Mr Wong Kwek Yong was the Director of Wealth Management in Promiseland Independent Pte Ltd, the Head of Prestige and Corporate Banking in Co-Operative Bank PLC (Myanmar), Premier Relationship Manager in OCBC Bank, Treasure Relationship Manager in DBS Bank, Senior Personal Banker with UOB and Excel Relationship Manager in Standard Chartered Bank.
Enquiry
Have an enquiry? Get in touch with us at (+65) 6531 1555 or message us below!