Phillip Wealth

Personalized Financial Solutions


At Phillip Wealth, we take pride in assisting you to grow your wealth and meet your financial goals. We understand that every financial need is unique. With us as your chosen financial services provider, you will enjoy professional and personalized service that is exclusively catered to your financial needs.

Financial Services

Global Equity Markets

  • Access more than 23 global stock exchanges with one account.
  • Global Markets round the clock trading assistance
  • Trading made easy through POEMS online multi-currency facility
  • Custodian services to take care of your trade settlements and corporate actions
  • Headline news, multi-market watch lists, advanced charting tools
  • Leverage using Margin Financing

Unit Trust Funds

  • Gain access to a wide selection of more than 1000 funds.
  • Invest in local, regional, or global funds covering various sectors and industries of your choice
  • Our dedicated Senior Relationship Manager will assist you to build a personalized unit trust portfolio that invests in a mix of underlying asset classes, e.g. equity, balanced, bond and/or money market funds that aim to deliver returns that best meet your investment profile, goals and appetite for risk.

Managed Account Services

  • Active management of your portfolio in changing market conditions
  • Direct ownership of securities in your name
  • Full transparency of portfolio holdings through 24/7 online access
  • More than 14 years of market expertise
  • Experienced research analysts in Singapore and within the PhillipCapital network of 15 countries and regions
  • Multi-asset options available ranging from Equities and Bonds to Unit Trusts, Exchange Traded Funds, REITs and Money Market Funds*
  • Wide selection of services investing in specific region, country and/or sector
  • No lock-in period

*Include Money Market Funds managed by related companies

Corporate Bonds

  • Access to more than 250,000 bonds globally
  • More than 80 counterparties available worldwide
  • Access to bonds denominated in 9 different global currencies (SGD, USD, AUD, RMB, EUR, GBP, MYR, HKD and JPY)
  • Participation in both Primary and Secondary bond markets globally

Legacy/ Estate Planning

  • Enhance and protect your current assets while enabling wealth transfer in accordance to your wishes
  • Portfolio diversification – complements your assets such as equities, properties and businesses that are easily affected by volatile market conditions. Helps to reduce overall portfolio risks
  • Harmonious wealth transfer – equitable distribution of assets
  • Flexible payment modes – lump sum, regular payment or premium financing

Multi-Asset Financing

  • For clients who wish to enhance their total returns using leverage, we provide credit facilities
  • Our Senior Relationship Manager will work with you to understand your financial situation, plans and aspirations. We will connect you to financing that best supports your long-term goals
  • We offer a variety of strategies providing exposure to the global leveraged finance markets