Managed Discretionary Accounts
Our Managed Discretionary Account Service is a simple,
cost-effective way to manage your investment decisions.
The service gives you all the benefits of
being a shareholder without the headache of managing and
administering your own portfolio. Allow our investment team
to fully manage your portfolio, saving you time and money as we
construct, monitor and report on your investments.
A team of financial advisers will make
investment decisions and execute transactions on your behalf and
report performance on a regular basis. Our portfolio
construction and market trading function is tailored to clients'
needs, and we take an “inclusive” approach to managing clients'
- A wide range of investment strategies
- Professional portfolio management and investment
- Beneficial ownership - holdings remain in a
CHESS sponsored account in your own name not a pool with other
- Investment individuality and flexibility
- “Value add” research,
market experience, access to issues and timely market
- Your investment portfolio is integrated with the
online, fully administrated and consolidated portfolio reporting
tool, Portfolio Administration
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