Portfolio Management

 

PhillipCapital helps you understand what financial objectives are realistic and will recommend a portfolio to help achieve financial success.

 

You may already have an existing portfolio or are looking to build one, or you could be an individual who simply has limited time or expertise to identify, evaluate, execute and maintain a balanced portfolio on an ongoing basis.

 

Advisory Accounts

A financial adviser will help guide the client with decisions on investing in shares.  This could also include other asset classes such as fixed interest or derivatives.  From buying and selling shares to advising on corporate actions, we take pride in our approach and the professional service we deliver on a daily basis. We provide a 'holistic' service to clients across Australia and overseas from our offices in Melbourne, Sydney, Perth, Adelaide and Gold Coast.  Read more

 

Separately Managed Accounts

Unlike traditional managed investment funds, our managed accounts allow you to see exactly where your money is invested on a daily basis.  Overseen by professional investment managers, who you can contact as required, PhillipCapital can invest your own Client Choice Portfolio alongside your managed portfolio, all fully administered and reported on your single account.   Read more

 

Managed Discretionary Accounts

The Managed Discretionary Account (MDA) is personalised to the highest level for the individual investor. It also gives the portfolio manager authority to make investment decisions, allowing the client to take advantage of dynamic market conditions in the most timely and efficient manner. 

 

The portfolio is constructed with a particular individual investor in mind, taking into full account the existing portfolio, appetite for risk, investment objectives, investment funds available and other factors that impact on investment decisions.  Read more

 

 

 

 

Find out more

Call  1800 214 264  to speak to an adviser or complete your details here and we will contact you.

 

Becoming a client is easy

Explore the advantages of trading with PhillipCapital. Click here to receive our application form pack.