What is Managed Account Services?

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

Reasons for Managed Account Services with Phillip

• Help customers who find it challenging and time consuming to manage their wealth
• Build your assets in three simple ways: Define, Select and Build
• Our Portfolio Managers could help you take control of your investments and grow your wealth over the medium- to long-term on a discretionary basis
• Benefit from a diversified portfolio of stocks, unit trusts, ETFs, bonds and more, in various sectors across the Asia Pacific Region and Global Markets
• Experience in Managed Account Services dating back to 2002
• We have researchers and analysts in Singapore and our regional network

Key Features

Global Presence

• Active management of your portfolio in changing market conditions to keep your ad investment objectives on track
• Researchers and Analysts in Singapore and our regional network in Japan, Malaysia, Hong Kong, Thailand and Indonesia

Choice

• Select from a suite of managed account services to suit your risk profile and investment objectives
• Minimum amount starting from SGD 25,000 (with cash, SRS* funds or existing investments in shares/Unit Trust)
  *SRS - Supplementary Retirement Scheme (Refer to the CPF website mycpf.cpf.gov.sg

Ownership

• Direct ownership of stocks in your name

Flexibility

• No withdrawal restrictions and no lock-in period

Transparency

• Full listing of your portfolio holdings through 24x7 online access and monthly statements

List of Managed Account Services

Fees & Charges

Please contact us for our full listing of Managed Account Services and details on fees & charges.

Learn More

Phillip Managed Accounts