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managed account servicesOffer your clients an outstanding investment experience with material advantages over outdated methods of managing client portfolios.Philo is also developing a single managed account service that can be offered over multiple platforms.Philo works with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!

Website: philocapital.com.au

Employees: 10 - 19

HQ: N/A

Location: Sydney, NSW, AU

Revenue: 1 - 2.5 Million

Philo Capital Advisers Pty Ltd is a financial services company located in Sydney, Australia. They offer a unique approach to managed account services, allowing businesses to integrate with a major institutional platform and nominate their preferred asset consultant and/or investment manager to run model portfolios for their clients. Philo's service allows for significant input into the design of the service, including model portfolios, and the option to brand the service to suit individual preferences. With a focus on providing an outstanding investment experience, Philo's managed account solution offers material advantages over traditional methods of managing client portfolios. The company is also developing a single managed account service that can be offered over multiple platforms, further expanding their offerings. Philo's experienced team works closely with clients to tailor a managed account solution that supports their business strategy and goals. As a leading provider of managed account services, Philo Capital Advisers Pty Ltd is a valuable resource for businesses looking to elevate their investment offerings.

Philo offers a unique way to manage investments for your business. We let you choose who manages your clients' money and how it's done. You can pick the investment experts you trust and work with us to create a service that fits your business goals. Our approach is different from others because we let you have a say in how the service is designed and how it's branded. We also have experts who can help you create a top-notch investment experience for your clients. We're working on a new service that can be used on multiple platforms, too. Our goal is to help your business succeed with managed accounts.