Our Services | Investment Portfolio Review | Protection Portfolio Review | Discretionary Mandate | Insurance Planning | Legacy Planning | Keyman Insurance
Don't have time to actively monitor your portfolio? Would like your portfolio to fulfill your investment goals? Let us help you navigate through the financial markets.
Key Benefits:
Ownership
Direct ownership of stocks in your name
Flexibility
No withdrawal restrictions, no lock-in periods and no hidden or exit fees
Transparency
Full view of your portfolio holdings through 24/7 online access and monthly statements
Diversified Portfolio
Catered to individual clients with access to all global asset classes
Global Presence
Capitalize on our insights of researchers across local and regional networks
Dickson Pek
+65 8422 3226
dicksonpek@phillip.com.sg
Phillip Wealth Advisory
2 Stamford Rd, #06-01
Singapore 178882
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