ABOUT US | Introduction
Established in 1975, PhillipCapital is an alliance of independent companies which
offer a full range of quality and innovative financial services to retail, corporate
and institutional customers. Our comprehensive suite of financial services include
fund management, unit trusts, hedge funds, insurance planning, investor education
as well as investment research and broking in bond, securities, futures, foreign
exchange, precious metals and commodities. Institutions can also benefit from our
corporate finance and advisory services as well as information technology solutions.
Collectively, our members have extensive branch network with more than 3200 staff
in Asia and Europe and total shareholders’ funds in excess of USD 1 billion.
Today our member companies operate in the financial hubs of 16 countries, with offices
in Australia, Cambodia, China, France, Hong Kong, Indonesia, India, Japan, Singapore,
Sri Lanka, Thailand, Turkey, UAE, United Kingdom, USA and Malaysia. In Malaysia
we are represented by Phillip Capital Management Sdn Bhd, Phillip Mutual Berhad,
Phillip Futures Sdn Bhd, FAME Platform Sdn Bhd and Phillip Research Sdn Bhd.
Phillip Capital Management Sdn Bhd is the Malaysian asset management arm of the
PhillipCapital Group. The company is licensed by the Securities Commission under
the Capital Markets and Services Act 2007 to carry out fund management business.
The total assets under management is approximately MYR 1.5 billion.
Phillip Mutual Berhad is the Malaysian unit trust management company of the Phillip
Capital Group. It is approved by the Securities Commission to carry out unit trust
management business. Phillip Mutual is also one of the approved Institutional Unit
Trust Advisor (IUTA).
Phillip Futures Sdn Bhd is a licensed future broking company and the first broking
company in Malaysia to introduce online trading for local and international financials
and commodities futures products.
Phillip Research Sdn Bhd is a licensed investment research company of the PhillipCapital
Malaysia Group. Phillip Research Sdn Bhd obtained the approval from the Securities
Commission Malaysia as a holder of Capital Market Services License on 2 July 2013.
The company’s aim is to provide research and advisory services to individuals and
Fame Platform Sdn Bhd is a company providing IT outsourcing and business solutions
services for financial advisory industry. The company is incorporated on 29 September
2010 as a private limited company and obtained MSC Status on 29 December 2010. The
company’s aim is to provide an integrated, multi-product financial platform for
the financial industry especially unit trust, financial planning and insurance industry.
In Malaysia, we are among the first independent Wealth Advisory Platform catering
to the financial advisory industry. We are a member of Phillip Capital group, and
hence our main business partners are subsidiaries of Phillip Capital group and most
Independent Financial Advisors within the financial advisory industry in Malaysia.
The vision of the company is to inspire, empower and educate people to plan ahead
to achieve financial freedom. Our mission is to be the best platform provider in
the financial advisory industry and wealth management.
The main product of the company is wealth management platform called FAME (Financial
Access Made Easy).
The latest version of the platform, FAME 2.0 , which has been launched in 2010,
provides a user friendly wealth management website with modular and flexible architecture
to Financial Advisors as well as investors from all walks of life. With FAME, investors
gain 24 hours real time online access to investment portfolios, statements and transactions
details. Investors are empowered with information to better keep track the performance
of their investment portfolios as details like investment cost, charges, transaction
date, up to date investment valuation and unrealized profit or loss is available
This wealth management platform is developed to assist Financial Advisors in managing
their clients’ financial assets. It provides online access to information pertaining
to clients namely contact details, risk tolerance, investment preference like shariah
compliant products, capital injections, withdrawals, past monthly statements, investment
cost and holdings as well as performance of investments. In addition, Financial
Advisors are also provided access to information and charts pertaining to sales
performance, commissions, and business report summary. The availability of these
information online anywhere and anytime via the internet allows Financial Advisors
to manage his clients’ investment portfolio effectively and efficiently, and hence,
potentially higher return for investors. Financial Advisors can deliver better service
and increase proficiencies as it contributes to smoother administration, higher
efficiency and productivity.