Move confidently into the future!

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• Offer your clients an outstanding investment experience with material advantages over outdated methods of managing client portfolios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!

(* subject to regulation, due diligence and consent of third parties)