Sleep Easy Investing - Unlock Institutional-Grade Portfolio Management
📅 25 October (Saturday), 11:00 AM – 12:30 PM
📍 Phillip Investor Centre Lite @ Tai Seng
18 Tai Seng Street #01-15, Singapore 539775
🍽 Lunch will be provided
Do you want to grow your wealth but prefer the *flexibility* to adjust your investments anytime—without worrying about lock-ins or high surrender charges?
What if you could have the flexibility AND also enjoy the same level of *professional management* that 🏦 *big institutions* 🏢 rely on?
Join us for an exclusive seminar to explore the Havenport Managed Account service—PhillipCapital’s portfolio solution designed to deliver ✅ consistent performance, 🌎 strategic diversification, and 😌 peace of mind for every investor.
In this session, you’ll gain:
• Key statistics that show what you can realistically expect when investing through managed accounts
• A clear understanding of Havenport’s investment methodology and how it’s applied to different portfolios
• Insights into portfolio performance, including returns and volatility, and what that means for your financial goals
Discover how you can invest flexibly, confidently, and sleep easy—knowing your portfolio is in the safe hands of experts.
Presented by Lim Zeyu (AFP® Certified) and Jess Lee (CFP™ Certified) Wealth Managers at PhillipCapital.
Bring along your peers or loved ones who may also benefit. Limited slots are available, do register early.
If you have any query, do not hesitate to email us at limzeyu@phillip.com.sg or jesswlee@phillip.com.sg.
