Phillip Wealth

Personalized Financial Solutions


Affluent Markets

We take pride in assisting you to grow your wealth and meet your financial goals. We understand that every financial need is unique. As your chosen financial services provider, we offer professional and personalised services exclusively catered to your financial needs.

Wealth Solutions (multi-product/services)

Multi-asset trading

  • Multi-Asset Financing – For clients who wish to enhance their total returns using leverage, we provide credit facilities
  • Access more than 23 global stock exchanges with one accountv
  • Trading made easy through POEMS online multi-currency facility
  • Custodian services to take care of your trade settlements and corporate actions

Wealth Planning

Advisory – Portfolio Management

Through a consultative approach, our team of dedicated Relationship Managers will guide you on strategic asset allocations aligned with your time horizon, risk profile and financial goals.

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Discretionary – Portfolio Management

We offer a varied suite of discretionary managed account services, catering to investors with different risk profiles and needs. Start building your investment portfolio in 3 SIMPLE STEPS: Define, Select and Build.

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Exclusive for Accredited Investors (AI)

  • Gain access to products that are selected for AIs only for more diversified investment opportunities


EDB Global Investor Programme (GIP)

  • Singapore is considered as one of the best places in the world to live in due to its excellent infrastructure, plentiful greenery and low crime rates
  • Apply for permanent residency

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Phillip Money Market Fund (I Share)

  • Maximise investment opportunities as so excess funds are not left idling at any time

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Managed Accounts – Customised Portfolio Management

  • Invest in a customised portfolio with investable capital of S$250,000 or more; we can offer customisation for to your specific investment requirements, preferences, and objectives
  • Multi-asset options are available, ranging from Equities and Bonds to Unit Trusts, Exchange Traded Funds, REITs and Money Market Funds

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Multi-asset financing

  • For clients who wish to enhance their total returns using leverage, we provide credit facilities
  • Flexibility of making larger investments which can potentially lead to higher returns
  • We offer a variety of strategies providing exposure to the global leveraged finance markets

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Family Office Setup

  • Family Office (FO) enables you to manage your private assets, investments and other family affairs across generations.
  • A FO is generally owned and operated by the founding family for its own benefit only and is typically separate from other operating businesses of the family.

Here’s How You Take the Next Step Forward

Contact us to Open an Account

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