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

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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 <> 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