You have built your wealth.

Now let us help you manage it.

Exclusive for individuals with investible assets of more than $250,000

Managed Account Services
  • These are discretionary fund management accounts built around your investment needs.
  • Our professional fund managers pick winners across asset classes and economies, to devise a portfolio that facilitates efficient allocation of capital.
  • The portfolio is actively managed, with our insights and dynamic skill, to react to changes in conditions and seize investment opportunities.
  • Through FAME and Phillip MyWealth App, you will have real-time access and detailed knowledge of your portfolios at all times.

Learn more
Enjoy the perks
  • Preferential brokerage
  • Preferential financing rates
3.08% p.a.* for SGD

3.99% p.a.* for USD & HK

*Financing rate will be determined based on the collateral classification, concentration of a security in your portfolio and PSPL’s internal grading of the securities in your account.



Find out more about Phillip Investment Account – Margin
Why trade with Phillip?
  • One account to trade multiple financial products
  • Award-winning suite of POEMS trading platform
  • Dedicated Trading Representatives to assist you
  • Investor Centres conveniently located in the heartlands to serve you better
  • Access to HK Pre-IPO
Access to more than 200,000 bonds globally
No Commission

No Platform fee

No Processing Fee

  • Access to equities and bond specialists
  • Access via Phillip Bond Mobile App
  • Dedicated Relationship Managers to service you

Go to Bonds website
Bonds financing from 2.68% p.a

Learn more
Phillip SMART Park
An excess funds facility that manages your idle cash into money market fund.
Let SMART help you maximise your investment opportunities.

SGD 1.0184% p.a.

USD 1.4541% p.a.

Rates updated as of 15 October 2018, based on 1-year rolling return, NAV/NAV prices.
Past performance is not necessarily indicative of future performance. View disclaimer.


Learn more
Alternatively, Phillip Money Market CI I SGD offers
SGD 1.23% p.a.,
with minimum subscription of SGD50,000

Learn more
Transfer and save
  • Receive up to SGD1,000* when you transfer-in your unit trust
  • Enjoy:
    0% Platform Fees
    0% Sales Charge
    0% Switching Fees
  • Wide selection of funds; choose from more than 1000 funds
  • Double up your investment portfolio without cash outlay. Financing rate as low as 2.68% p.a*
  • Investment tools powered by morning star and Thomson reuters
  • Invest regularly with Regular Saving Plans
Learn more
*T&Cs Apply
What can Universal Life insurance do for you?
  • Legacy Planning – To enhance your financial assets so that your future generations can benefit from the wealth you have accumulated through your hard work
  • Estate Liquidity – To distribute your estate according to your wishes without affecting your business
  • Business Continuity – To reduce the risk of business disruption in the event of a loss of a key employee
  • Portfolio Diversification – To preserve your wealth by diversifying the risk of your other assets which are subjected to market volatility

We work with various insurance providers and some of the Universal Life plans we carry are AIA Platinum Legacy, Manulife Heirloom and Swiss Life Alpha/Alpha Plus.

Our Privileged Events & Seminars

Why Invest with us?

Since 1975, the PhillipCapital network has grown into an integrated Asian financial 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.
Find out more about our awards & accolades >>

You can tap on our expertise to create a customised portfolio that aims to grow your wealth with a mix of asset classes. We can help you shop for the best package in the market to help protect your assets from uncertainty and manage your risk with a wide variety of choices from the insurance companies we represent..
Talk to our expertise now >>

> 40,000
Products

> 40 Years
Financial Heritage

> 16 Countries
Local Presence

> 11 Investor Centres
in Singapore

Meet our dedicated team

Cathy Zhang

Senior Relationship Manager

+65 68121491
cathyzhangxy@phillip.com.sg

Stella Gan

Senior Relationship Manager

+65 68121577
stellaganls@phillip.com.sg

Susan Lim

Senior Relationship Manager

+65 68121502
susanlimth@phillip.com.sg

Evelyn Soh

Bonds and Equity Specialist

+65 64304522
evelynsohyl@phillip.com.sg

Vince Koh

Investment Consultant

+65 68121552
kohjy@phillip.com.sg

Let’s begin your wealth journey

We invite you to leave your details, we will get in touch with you shortly


True


By submitting your contact information to us, you consent to us, or any other party authorised to act on our behalf, to contact you on the above even if you have registered or subsequently register your contact information with the Personal Data Protection Commission of Singapore’s Do Not Call Registry.

To find out more, you may call us at 6531 1555 or email us at talktophillip@phillip.com.sg

Stay connected digitally

POEMS 2.0:
Changes the way you trade

Trading and investing is easy and convenient through our suite of professional platforms that cater to different needs of clients.

Learn More

Phillip BONDS:
Bond trading made easy

The World First Bond Trading Mobile App. Unlimited Features, Unlimited Possibilities

Learn More

Phillip MyWealth:
Manage your wealth with ease

MyWealth walks you through your wealth journey empowering you with a holistic view of your portfolio and instant connection with your service representatives in one, simple, powerful interface.

Learn More

Frequently Asked Questions

PSPL is regulated and supervised by The Monetary Authority of Singapore. In compliance with section 104 of the Securities and Futures Act (“SFA”) and the provisions of the Securities and Futures Regulations (“SFR”), we protect your monies and assets by keeping them in client segregated accounts separated from our own with proper record keeping and controls put in place.

Section 104A of the SFA provides that monies and assets belonging to customers are not available for payment of PSPL’s debts and shall not be liable to be paid or taken in execution under an order or a process of any court.
To qualify as a premier client you will need to have Shares, Bonds and Unit Trust valued at S$250,000 and above custodies in your Phillip Investment Account – Margin.
It is a trading account that enables you to invest in Shares, Bonds and Unit Trust.
You may fund your investments using your own cash outlay; alternatively the Phillip Investment Account – Margin has a leverage facility which may potentially enable you to make an investment without any cash outlay when using your marginable Shares, Bonds or Unit Trusts as collateral to utilise our margin facility. Click here to find out more on our margin facility.