Tap on Our Expertise

Portfolio Management

For busy individuals who require professional assistance to create a customised portfolio that aims to grow your wealth with a mix of asset classes.

Managing Your Risk

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.

Leave It to Us

Managed Account Services

A professional investment team could actively manage your portfolio on a discretionary basis. Access a wide variety of funds for global exposure across all sectors managed through regular portfolio reviews and assets allocation strategies.

At Your Fingertips

One-Stop Trading Platform

Access international capital markets through POEMS – the pioneer in stocks and shares online trading in Singapore.

24/7 Online Portfolio Management

Gain 24/7 online access to one of the widest selection of funds in Singapore including our very own top-ranking Phillip Capital Management Funds and over 400 funds managed by our professional fund managers.

Suite of Services

Unit Trust Advisory

Customized portfolios from various fund houses that aim to meet your profile, goals and risk appetite.

Insurance Planning

Comprehensive insurance plans from several insurance partners to meet your needs at different stages of life.

Bonds Advisory

With our comprehensive network that gives us access to more than 80 counterparties worldwide, diversify your investment portfolio and receive a steady income stream through bonds and fixed income securities.

Managed Account Services

Personal Securities Portfolio actively managed by our Fund Managers.

Stocks & Shares Trading

Execution-related advice by our in-house dealers conveniently located within your neighbourhood.

Regular Savings Plan

Consistent and disciplinary means of investment that is useful in hedging against market volatility and bringing your long-term goals closer to you.

Financial Education

Enjoy priority invitation to our regular investment seminars conducted at our Phillip Investor Centres in your neighbourhood. At Phillip Investor Centre, we aim to guide and educate the Community by facilitating seminars and coaching sessions that will help you make informed financial decisions.

Let us help to add value to your Company or Interest Groups by offering a range of Seminar topics on Financial Literacy. If you are keen to enquire more, please email to picct@phillip.com.sg.