Investment/ Financial Services

PhillipCapital can help you build and accelerate your wealth with a comprehensive range of tailored solutions and strategic advisory options.

Wealth Management

PhillipCapital has a long standing tradition of offering personalized and high quality advice to investors in Australia and overseas. Our advisers work in partnership with you to understand your unique requirements and determine an investment strategy or modelled portfolio that best conforms to your financial situation, investment goals and appetite for risk. The underlying assets of our investment portfolio include global equities, bonds, Forex, CFDs, options etc.

Funds Management

PhillipCapital provides fund trustee and/or investment manager services to wholesale funds. We assist in the establishment of the Fund and the trust deed, enter into investment management agreements and agreements with service providers, approve the information memorandum, monitoring of management of the Fund in accordance with the constitution, fulfillment of regulatory and legislative requirements. PhillipCapital offers fixed income fund, property fund, equity fund and VC/PE fund etc.

PhillipCapital has formed an alliance with BioScience Managers, a leading life sciences investment firm, headquartered in Melbourne.

The BioScience Managers team has over 30+ year’s international funds management experience, delivering annual historical IRRs greater than 20%. With investor returns as their primary consideration, their investment model is designed to offer investors access to the life sciences and healthcare arena in a way which manages risk and return for the investors’ benefit.

For more information on our Funds Management services, please contact fm@phillipcapital.com.au or request a Callback from the website.

SPEAK TO OUR ADVISORS

Request a Call Back:

Service Hotline:

+65 6531 15518.45am to 5.30pm Monday to Friday

Request a Call Back:

Service Hotline:

1800 214 264(Toll Free Call within Australia)

+61 3 8633 9800(International)
Operating hours: 9:00am – 5:00pm Monday to Friday (Australian Eastern Standard Time)