Phillip Asset Management Limited

Overview

Phillip Asset Management Limited is a fund management firm based in Melbourne, Australia, offering a range of investment products and services. The firm specializes in managing funds across various asset classes, including private equity, venture capital, fixed income, real estate, commodities, and hedge funds. It provides comprehensive services for wholesale clients, including structuring, establishment, promotion, and administration of investment funds. The firm offers trustee and investment manager services, assisting in the establishment of funds, trust deeds, and information memorandums, as well as entering into investment management agreements and service provider agreements. Duties include management of the fund in accordance with the constitution, fulfillment of regulatory and legislative requirements, and liaising with government bodies. Additionally, the firm provides trustee services to BioScience Managers Limited, a subsidiary of the Australian PhillipCapital Group, which is a leading global life sciences investment firm based in Melbourne, Australia, with over A$200 million under management. The firm's fund administrators offer unit registry services, including the processing of applications, redemptions, and distributions, as well as the maintenance of unit holder records and online access. Phillip Asset Management Limited is part of the PhillipCapital group, an integrated Asian financial house with a global presence, operating in 15 countries and serving over 1 million clients with assets under management totaling more than USD 35 billion. The group offers a wide range of financial services, including asset management, stockbroking, online trading, corporate finance, investment research, and funds management services. The firm's investment philosophy focuses on delivering value to clients through comprehensive and innovative financial solutions, leveraging its global reach and expertise to provide access to a diverse range of investment opportunities across various markets and asset classes. The firm's commitment to regulatory compliance and adherence to industry standards ensures the integrity and security of its investment offerings, fostering trust and confidence among its clients. Phillip Asset Management Limited's strategic approach to fund management emphasizes a thorough understanding of market dynamics, rigorous due diligence processes, and a proactive investment strategy aimed at achieving optimal returns for its clients. The firm's dedication to excellence and client-centric approach positions it as a reputable and reliable partner in the investment management industry, committed to delivering sustainable and long-term value to its stakeholders.

Investment Focus

• Accredited investor status required
• Compliance with Australian financial regulations

Portfolio Companies