Raffles City Tower

250 North Bridge Road,
#06-00 Raffles City Tower,
Singapore 179 101

Tel: 68121551 (Wealth Advisory)
Tel: 65336001 (Reception)
Email: rc@phillip.com.sg

Mon - Fri: 9.00am to 6.00pm

Sign Up

Our Services

Our holistic approach ensures that you are guided through your financial journey at every stage of your life.

Securities

Securities

Insurance

Insurance

Unit Trust

Unit Trust

Managed Account

Managed Account

Securities

Person pointing at features Person pointing at features

POEMS Account Opening

Open a POEMS account and access a variety of account types to tailor to your trading and investment needs.

Share Builders Plan

Build a portfolio of shares with the Dollar Cost Averaging method to captilise on market volatility, starting from as low as $100/month.

Smart Park

Is your cash waiting for the next investment opportunity? Instead of leaving it idle, use SMART Park to park your cash in our Phillip Money Market Fund and earn better rates in SGD and USD.

Insurance

Person pointing at features Person pointing at features

Life Insurance

Managing the risks of unforeseen circumstances is an essential part of holistic financial planning. Together with over 10 life insurance partners, we provide a wide range of solutions to support your financial planning needs.

General Insurance

With over 24 partners to choose from, we provide coverage for all your general insurance needs such as home, motor, travel and commercial insurance.

Phillip @ Work

Leverage PhillipCapital’s platforms to access insurance and investment solutions for your business management needs. Whether you are an SME or an MNC, we provide a wide range of services through a holistic approach.

Unit Trust

Person pointing at features Person pointing at features

Advisory Wrap

Need professional advice to manage your Unit Trust portfolio? With over 3000 available funds for selection, our professional consultants can recommend a portfolio that aligns with your investment objective and risk tolerance and assist to place trades upon your confirmation.

Regular Saving Plan

Build a portfolio of Unit Trust using the Dollar Cost Averaging method, starting from as low as S$100/month to navigate market fluctuations.

Dividend Portfolio

Leave your Unit Trust portfolio in the hands of trained fund managers, with a selection of customised solutions with focused objectives.

Discretionary Portfolio Management

Person pointing at features Person pointing at features

Managed Account

Individually managed investment portfolios that are beneficially owned by the individual investor and managed by a designated portfolio manager on a discretionary basis.

Smart Portfolio

Offers professionally managed portfolio services, utilising our Cyborg Methodology. Choose a portolio based on your risk appetite and time horizon, with as little as S$300 per month.

Customised Portfolio

Need a bespoke service? Work with our experienced fund managers to create your own portfolio tailored to your investment objectives.

Meet Our Team

Join Us

Relationship Manager
Associate
Marketing Associate

FAQ

RCT Branch : Raffles City Office Tower, Raffles City Mall

RCT Branch :
Mon – Fri 9AM-6PM,
Sat & Sun: Closed

  • Monthly Seminars with varied topics
  • One-to-One Financial Advisory sessions

You may call or email us to arrange an appointment.

RCT Branch :
65336001, 68121551
rc@phillip.com.sg

Promotions

IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com