Phillip Global Wrap Account (PGWA)


Investing Made Simpler
With the Phillip Global WRAP Account, you gain access to international stocks and over 400 funds from all over the world. Our professional qualified advisors will help you navigate through the confusing array of investment instruments on the market and select the ones best suited for you and your investment needs. With this account, you achieve multiple asset class diversification, simply and efficiently.

Let Our Professionals Do the Job
Rather than picking your own funds and spending time managing them, let our qualified and experienced professionals do the job for you. Through the monitoring and analyzing of market conditions, screening and assessing of fund managers, they will actively manage the selected individual finds as a portfolio, rebalancing your portfolio as and when required. You will also be able to monitor your portfolio online via our free online wealth management platform, known as Financial Access Made Easy (FAME).
To protect your interests, we only select funds that are managed by respective and leading managers in their specialized fields.
The best part? It comes without any sales charge or switching fee. If you value freedom of choice, low costs and investment flexibility, then the Phillip Global WRAP Account is for you.

Put Your Eggs in More Than One Basket
In turbulent times, it is important that you do not put your eggs in one basket and expose yourself to unnecessary downside risks. Our professionals managing your investments understand the need for diversification and focus on building portfolios based on asset allocation.

Meeting Your Unique Needs
Every individual is different, therefore your investment portfolio will be tailor made from a variety of international stocks and more than 400 unit trusts, alternative investments, and Exchange Traded Funds, based on your unique personal needs and financial goal.
And as you move through different life stages or as circumstances change, your portfolio can be easily restructured to meet new needs. The Phillip Global WRAP Account is designed to meet your investment goals, targeting a positive return over the medium to long-term time horizon.

Where You Benefit From Our Advantages
•0% sales charge & no switching fee.
•Hassle-free funds selection and management.
•Multiple asset classes, sectoral diversification and global exposure.
•Dedicated client servicing for portfolio reviews and administration.
•Access of consolidated holdings through our online wealth management platform, FAME. You will also receive a hard copy quarterly report for easier financial management & monitoring of investment activities and portfolio holdings.