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Phillip Capital 5th Investment Conference 2014
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 corporate clients.

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 via FAME.

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.

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