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.

Direct ownership of stocks In your name

No lock-in periods or withdrawal restrictions

Transparency through online access and monthly statements

Choice of Managed Account solutions to suit your strategy

Diversified portfolio with access to all global asset classes

Capitalise on our global networks

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.

Eric Yip

Deputy Chief Investment Officer

Mr Eric Yip is the Deputy Chief Investment Officer of the Phillip Investment Solutions Department. Prior to joining PhillipCapital, he was director of China Industrial Securities International Asset Management Limited. Mr Yip holds a Masters in Applied Finance from Singapore Management University, Bachelor of Business Administration from the Hong Kong University of Science & Technology and a Masters of Arts from the Chinese University of Hong Kong.

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.

Wilfred Lim

Head of Strategy

Mr Wilfred Lim is the Head of Strategy of the Investment Solutions Department at PhillipCapital. With over ten years of experience, he previously worked at Maybank Securities and United Overseas Bank. Wilfred’s experience in wealth management includes managing a dealing desk, high-net-worth client portfolios and setting up licensed financial entities. He graduated from NUS with a Bachelor of Business Administration, and is a Chartered Financial Analyst. He has been widely featured on Singapore’s Business and Personal Finance radio station, Money FM 89.3.

Enquiry

Have an enquiry? Get in touch with us at (+65) 6531 1555 or message us below!

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