Philo is like no other provider of managed account services. Our unique approach will allow your business to:
*Offer a managed account service that integrates with a major institutional platform.
*Nominate your preferred asset consultant and / or investment manager to run model portfolios for the benefit of your clients.
*Have significant input into the design of the service, including the model portfolios
*Brand the service to suit your preferences
*Tap into the experience of managed account professionals that have designed and managed some of Australia’s largest and most successful managed account services
Offer your clients an outstanding investment experience with material advantages over outdated methods of managing client portfolios.
Philo is also developing a single managed account service that can be offered over multiple platforms.
Philo works with you to tailor a managed account solution that supports your business strategy and goals. Our experience building next generation managed accounts can work for you and your clients!
Company Details
- Employees
- 7
- Founded
- -
- Address
- The Porter, 1 O'connell Street, Sydney,new South Wales 2000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- philocapital.com.au
- Keywords
- Managed Accounts, Managed Discretionary Accounts, Investments, Portfolio Management, Managed Funds, Equity.
- HQ
- Sydney, New South Wales
Philo Capital Advisers Pty Ltd Questions
Philo Capital Advisers Pty Ltd's website is philocapital.com.au
Philo Capital Advisers Pty Ltd's LinkedIn profile is https://au.linkedin.com/company/philo-capital-advisers-pty-ltd
Philo Capital Advisers Pty Ltd has
7 employees.
View email and phone details for 7
employees at Philo Capital Advisers Pty Ltd.
Philo Capital Advisers Pty Ltd's industry is
Financial Services
Philo Capital Advisers Pty Ltd's top competitors are
Daintree Wealth,
Fm Financial Solutions Pty.ltd,
Accordius,
Australia National Investment Group - Anig Wm,
Revolution Advisors,
Jordan St Wealth Advisory,
The Patron Companies,
Dash,
Coached,
Klok Capital Pty Ltd.
Philo Capital Advisers Pty Ltd's categories are Financial Services
Philo Capital Advisers Pty Ltd's founding year is 2012
