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About Us

eUnittrust.com.my (eUT) is the online unit trust distribution platform of Phillip Mutual Berhad (PMB).
Phillip Mutual Berhad is registered with the Federation of Investments Managers (FiMM) as an Institutional Unit Trust Adviser (IUTA), Institutional Private Retirement Scheme Adviser (IPRA), Capital Markets Service Licence (CMSL) holder and is licensed by the Securities Commission to conduct the following regulated financial activities:
  • To deal in unit trusts
  • To deal in Private Retirement Scheme

Phillip Mutual Berhad

Phillip Mutual Berhad (PMB) was incorporated in Malaysia on 31 January 2002 under the Companies Act 1965 with a paid up capital of RM 20,290,932. The shareholders are Phillip Capital Holdings Sdn Bhd (70%) and Ehsan Astaka Sdn Bhd (30%).

We have a staff strength of 65 executives as at December 2024 with extensive experience in the unit trust industry within their respective areas of specialization. They are responsible for the day-to-day management of the Funds, reporting to the Board of Directors, Investment Committee, Trustee and the SC.For a detailed overview of PMB’s financial standing, please visit our Financial Position page.


PhillipCapital Group

We are essentially part of the Phillip Capital Singapore Group of companies, a financial conglomerate with interests in stockbroking, futures broking and fund management and information technology. The group was established in 1975, providing a comprehensive range of financial services to retail and institutional customers. Today PhillipCapital Group is firmly established in the financial hubs of 15 countries, with offices in Singapore, Malaysia, Cambodia, Vietnam, Indonesia, Thailand, China (and Hong Kong SAR), Japan, India, UAE, UK, Turkey, Australia and United States of America.

The Group brings over 50 years of experience in equities, futures, and fund management, which will be harnessed to deliver results aligned with each fund’s investment objectives. With more than 5,000 employees and over 1.5 million clients worldwide, our assets under custody/management amount to more than USD 65 billion, with shareholders’ funds in excess of USD 2.5 billion.


The Management Team

Mohd Fadzli Bin Mohd Anas (Non-Independent Director)
Chief Executive Officer / Executive Director
BSc (Mathematics) from Clarkson University, USA
MBA (Finance) from University of Leeds, UK
Mohd Fadzli Mohd Anas was appointed Chief Executive Officer/ Executive Director of Phillip Mutual Bhd (PMB) on 15 July 2022. He started his career with PhillipCapital Group in Feb 2000 when he joined Phillip Capital Management Sdn Bhd (PCM) as Vice President, whereby his roles included, among others, marketing the investment management services as well as managing clients' investment portfolio. At the group level, he was also indirectly involved in the marketing of derivatives products for Phillip Futures Sdn Bhd.

Fadzli was subsequently appointed Chief Executive Officer (CEO) of Phillip Mutual Berhad (PMB) on 2 February 2005. In addition to building PMB's funds' asset under management (AUM), Fadzli's tenure at PMB between 2 February 2005 to 31 December 2015 saw the growth of PMB into one of the largest Institutional Unit Trust Adviser (IUTA) in the market with more than 300 Unit Trust Schemes (UTS) and Private Retirement Schemes (PRS) under its distribution from more than 30 Unit Trust Management Companies/ Fund Management Companies/ PRS providers. PMB had also become one of the first in the market to introduce online transaction via its platform namely www.eunittrust.com.my. The PMB business had also expanded nationwide with an increase of 6 branches located in Kota Damansara, Johore Bahru (2 branches), Georgetown, Kuching and Kota Kinabalu.

On 1 January 2016, Fadzli transferred to PCM as Executive Director. His move from PMB to PCM on 1 Jan 2016 strengthened the marketing activities for PCM particularly in the Corporate and Institutional business. He was one of the key persons responsible for the substantial growth of the PCM AUM in the past 6 years.

Fadzli graduated with a B.Sc. (Mathematics) from Clarkson University in New York, and holds an MBA (Finance) from the University of Leeds, United Kingdom.

Encik Azmir Razaleigh Arshad
Head of Unit Trust Marketing
MBA at UiTM
Encik Azmir Razaleigh Arshad joined Phillip Mutual Berhad in October 2023 and is tasked to develop and market the unit trust business across all sales channels. He was previously with then, CIMB-Principal Asset Management for 8 years with its UT/PRS Marketing & Distribution team. He is well versed in IUTA/client servicing and is a deft trainer having being singled out and requested to train up the UT sales force of CIMB Bank. Beyond his financial prowess, Encik Azmir's diverse background and entrepreneurial achievements, including the success of Rebungan Resort Langkawi, underscore his adaptability and innovation-driven mindset.

Encik Ramli Abd Hamid
Head, Legal, Compliance & Risk Management, Phillip Capital Holdings Sdn Bhd
Bachelor of Accounting (Hons), Universiti Kebangsaan Malaysia
Ramli Abd Hamid is currently the Head of Legal, Compliance and Risk Management of PhillipCapital Malaysia Group (excluding Phillip Capital Sdn Bhd). He has over 25 years of experience in the financial services industry including banking, unit trust and asset fund management. He began his career as an internal auditor at RHB Bank Berhad where he served the Bank for more than 7 years. He then moved to Eastspring Investment Berhad for another 7 years where his last position was Head of Compliance before advancing his career to Asian Islamic Investment Sdn Bhd as Head of Compliance and Risk Management. Prior to joining PhillipCapital Malaysia in 2015, he was the Vice President, Compliance for Asia Pacific region and Malaysia Office of Columbia Threadneedle Asset Management. En. Ramli is responsible in ensuring the Company conducts its business in compliance with regulatory requirement as well as internal policies and procedures including on matters related to Anti-Money Laundering. He is also the Compliance Officer registered with Securities Commission Malaysia for Phillip Mutual Berhad and Phillip Capital Management Sdn Bhd.

Board of Directors
Datuk Ir. Hamzah Bin Hasan (Independent Director)
BSc (Civil Engineering) from Glasgow University, United Kingdom,
MSc (Construction Management) from Loughborough University, United Kingdom
Datuk Ir. Hamzah Bin Hasan is a Professional Engineer of the board of Engineers Malaysia, Fellow of Chartered Institute of Building, Royal Institute of Chartered Surveyors, Institution of Engineers Malaysia, Institute of Value Engineering Malaysia, ASEAN Federation of Engineering Organizations and Honorary Fellow of the Project Management Institution of Malaysia. Prior to the KL International Airport project as Construction Director, Datuk Ir Hamzah held numerous key positions in the Public Work Department (PWD). Among the posts he held were as the PWD at the District, State and Federal level.

Datin Hajjah Nona Binti Salleh (Non-Independent Director)
B.Sc. Econ (Hons) Accounting & Finance, London School of Economics, University of London, United Kingdom.
Investment Management Certificate (IIMR), United Kingdom.
Datin Nona Binti Salleh, is the Group Chairperson of PhillipCapital Malaysia and Director of Phillip Capital Management Sdn Bhd, Phillip Mutual Berhad, Phillip Capital Sdn Bhd (formerly known as Phillip Futures Sdn Bhd), Phillip Wealth Planner Sdn Bhd, Phillip Research Sdn Bhd, as well as other Malaysian companies under the PhillipCapital Malaysia Group. She started her investment career with Aseambankers in 1992 where she gained exposure in the management of Shariah and semi-Shariah portfolios. Over the past 30 years, she has accumulated experience through her involvement in the investment management and strategy of her clients' investment portfolios, including the Employees Provident Fund (EPF), Lembaga Tabung Haji, Koperasi Jaya Diri, Double Growth Fund and Emerging Growth Fund (BHLB Unit Trusts) as well as Maybank Dana Yakin.

Prior to re-joining the Phillip Group in 2001 to head its Malaysian operation, she has held several key positions in investment management and research, including the positions of Associate Investment Director of BHLB Asset Management, a subsidiary of Ban Hin Lee Bank (now merged under CIMB group) and Chief Investment Officer at Maybank Investment Management Sdn Bhd, a subsidiary of Malayan Banking Berhad. Datin Nona is a graduate of the London School of Economics, University of London and she holds the Investment Management Certificate (IIMR), UK.

Mohd Fadzli Mohd Anas (Non-Independent Director)
BSc (Mathematics) from Clarkson University, USA
MBA (Finance) from University of Leeds, UK
Mohd Fadzli Mohd Anas was appointed Chief Executive Officer / Executive Director of Phillip Mutual Bhd (PMB) on 15 July 2022. He started his career with PhillipCapital Group in Feb 2000 when he joined Phillip Capital Management Sdn Bhd (PCM) as Vice President, whereby his roles included, among others, marketing the investment management services as well as managing clients' investment portfolio. At the group level, he was also indirectly involved in the marketing of derivatives products for Phillip Futures Sdn Bhd.

Fadzli was subsequently appointed Chief Executive Officer (CEO) of Phillip Mutual Berhad (PMB) on 2 February 2005. In addition to building PMB's funds' asset under management (AUM), Fadzli's tenure at PMB between 2 February 2005 to 31 December 2015 saw the growth of PMB into one of the largest Institutional Unit Trust Adviser (IUTA) in the market with more than 300 Unit Trust Schemes (UTS) and Private Retirement Schemes (PRS) under its distribution from more than 30 Unit Trust Management Companies/ Fund Management Companies/ PRS providers. PMB had also become one of the first in the market to introduce online transaction via its platform namely www.eunittrust.com.my. The PMB business had also expanded nationwide with an increase of 6 branches located in Kota Damansara, Johore Bahru (2 branches), Georgetown, Kuching and Kota Kinabalu.

On 1 January 2016, Fadzli transferred to PCM as Executive Director. His move from PMB to PCM on 1 Jan 2016 strengthened the marketing activities for PCM particularly in the Corporate and Institutional business. He was one of the key persons responsible for the substantial growth of the PCM AUM in the past 6 years.

Fadzli graduated with a B.Sc. (Mathematics) from Clarkson University in New York, and holds an MBA (Finance) from the University of Leeds, United Kingdom.

Ms. Ma Jie (Non-Independent Non-Executive Director)
BSc (Accounting & Finance) from University of Bradford, United Kingdom
MBA from University of Wales, United Kingdom
Chartered Accountant (CA), Singapore
Fellow Member of Association of Chartered Certified Accountants (FCCA), United Kingdom
Ms. Ma Jie was appointed as the director of the Company on 1 July 2022. She has over 18 years of professional experience in financial & commercial industries, overseeing the finance, risk, compliance and operations functions. Prior to Phillip Capital Management (S) Ltd, she worked in an audit firm and has extensive experience in assurance audits, providing services to a range of diverse clients including financial, commercial and non-profit organizations. Ms. Ma Jie is a graduate from University of Bradford and holds an MBA from University of Wales. She also holds the Chartered Accountant (CA), Singapore and Fellow Member of Association of Chartered Certified Accountants (FCCA), United Kingdom designations.

Mr. Lim Wen Sheong Linus (Non-Independent Non-Executive Director)
BSc in Economics and Government, the London School of Economics
MBA, UCLA Anderson
Mr. Lim Wen Sheong Linus focuses on product development as well as investment strategy. Prior to PhillipCapital, he was at the Investment business of Citibank Asia Pacific. Mr. Lim Wen Sheong Linus has been with PhillipCapital since 2001 where he has been involved in equity research as well as corporate finance both in Singapore and the United Kingdom (UK). Mr. Lim Wen Sheong Linus is a graduate from the London School of Economic and also holds an MBA from the Anderson School of Management at University of California, Los Angeles (“UCLA”). PCM’s total shareholders’ funds are in excess of RM 25.2 million and PCM manages RM 7.5 billion in client assets.

Mr. Jeffrey Lee Chay Khiong CFA (Alternate Director)
B.Eng (Hons) in Chemical Engineering, National University of Singapore
Mr. Jeffrey Lee Chay Khiong is the Managing Director and Chief Investment Officer of Phillip Capital Management (S) Ltd. Prior to his current role, Mr. Jeffrey Lee was a Director of Investment at AIB Govett (Asia) Ltd and held senior investment manager positions at DBS Bank and Mitsubishi Corporation Group. Additionally, he has served on the Board of Directors of a number of companies within the DBS Bank and PhillipCapital, as well as several venture capital investment companies. Mr. Jeffrey Lee Chay Khiong's fund management experience spans several investment cycles. His track record includes a number of highly rated unit trusts in the Asia Pacific and Global Funds category.

A Chartered Financial Analyst (CFA) since 1990, he obtained his Bachelor's (Honours) degree in Chemical Engineering from the National University of Singapore in 1985 on a Public Service Commission Merit Scholarship. He was appointed as the Non-Independent Director on 8 March 2004.

Datuk Ir. Elias Ismail (Independent Director)
B.SC (Hons) Civil Engineering from University of Manchester, UK
M.Sc (Engineering) from University of Birmingham, UK
Datuk Ir Elias is a Professional Engineer with Practicing Certificate (PEPC) registered with the Board of Engineers Malaysia, a Corporate Member of the Institution of Engineers Malaysia and a Registered Construction Project Manager with CIDB.

Datuk Ir Elias Ismail brings over 40 years of executive experience in the building, civil engineering, and construction industries. He has held key leadership roles, including Deputy CEO of CIDB and Chairman of two construction-related companies. Prior to that he has held various key positions at PWD Malaysia.

He is a construction industry expert with extensive experience in strategic advisory, governance, and stakeholder engagement. He brings valuable insights to the board, supporting sustainable growth, operational excellence, and alignment with shareholder interests.

Investment Committee
ROLES AND RESPONSIBILITIES OF THE INVESTMENT OVERSIGHT COMMITTEE

The Investment Oversight Committee is responsible for ensuring that funds comply with the provisions outlined in the deed, prospectus, internal restrictions, policies, and regulatory requirements. The Committee meetings are held on a quarterly basis and more frequently when required to approve and decide the following:

  • Ensure that the fund is managed in accordance with–
    • its deed;
    • its prospectus;
    • the internal investment restrictions and policies; and
    • the requirements prescribed under the UT Guidelines.
  • Ensure that the investment strategies selected are properly and efficiently implemented by the fund manager.
  • Actively monitor, measure and evaluate the fund management performance of the fund manager.
  • Approve the appointment of a broker or dealer.
  • Approve the policies and procedures governing cross trades.


INVESTMENT OVERSIGHT COMMITTEE MEMBERS

Yg. Berbahagia Datuk Ir. Hamzah bin Hasan (Independent)
B.SC (Civil Engineering) from Glasgow University, United Kingdom
MSc (Construction Management) from Loughborough University, United Kingdom
Datuk Ir. Hamzah bin Hasan is a Professional Engineer of the board of Engineers Malaysia, Fellow of Chartered Institute of Building, Royal Institute of Chartered Surveyors, Institution of Engineers Malaysia, Institute of Value Engineering Malaysia, ASEAN Federation of Engineering Organizations and Honorary Fellow of the Project Management Institution of Malaysia.

Prior to the KL International Airport project as Construction Director, Datuk Ir. Hamzah Bin Hasan held numerous key positions in the Public Work Department (PWD). Among the posts he held were as the PWD at the District, State and Federal level.

Mr. Mohd Fadzli Bin Mohd Anas (Non-Independent)
BSc (Mathematics) from Clarkson University, USA
MBA (Finance) from University of Leeds, UK
Mohd Fadzli Mohd Anas was appointed Chief Executive Officer / Executive Director of Phillip Mutual Bhd (PMB) on 15 July 2022. He started his career with PhillipCapital Group in Feb 2000 when he joined Phillip Capital Management Sdn Bhd (PCM) as Vice President, whereby his roles included, among others, marketing the investment management services as well as managing clients' investment portfolio. At the group level, he was also indirectly involved in the marketing of derivatives products for Phillip Futures Sdn Bhd.

Fadzli was subsequently appointed Chief Executive Officer (CEO) of Phillip Mutual Berhad (PMB) on 2 February 2005. In addition to building PMB's funds' asset under management (AUM), Fadzli's tenure at PMB between 2 February 2005 to 31 December 2015 saw the growth of PMB into one of the largest Institutional Unit Trust Adviser (IUTA) in the market with more than 300 Unit Trust Schemes (UTS) and Private Retirement Schemes (PRS) under its distribution from more than 30 Unit Trust Management Companies/ Fund Management Companies/ PRS providers. PMB had also become one of the first in the market to introduce online transaction via its platform namely www.eunittrust.com.my. The PMB business had also expanded nationwide with an increase of 6 branches located in Kota Damansara, Johore Bahru (2 branches), Georgetown, Kuching and Kota Kinabalu.

On 1 January 2016, Fadzli transferred to PCM as Executive Director. His move from PMB to PCM on 1 Jan 2016 strengthened the marketing activities for PCM particularly in the Corporate and Institutional business. He was one of the key persons responsible for the substantial growth of the PCM AUM in the past 6 years.

Fadzli graduated with a B.Sc. (Mathematics) from Clarkson University in New York, and holds an MBA (Finance) from the University of Leeds, United Kingdom.

Mr. Lim Wen Sheong (Non-Independent)
B. SC. in Economics and Government, the London School of Economics
Master Business Administration, UCLA Anderson
Mr. Lim Wen Sheong Linus focuses on product development as well as investment strategy. Prior to PhillipCapital, he was at the Investment business of Citibank Asia Pacific. Mr. Lim has been with PhillipCapital since 2001 where he has been involved in equity research as well as corporate finance both in Singapore and the United Kingdom (UK). Mr. Lim is a graduate from the London School of Economic and also holds an MBA from the Anderson School of Management at University of California, Los Angeles (“UCLA”). Mr. Lim Wen Sheong Linus was officially appointed as an Investment Committee member on 6 January 2014.

Mr. Jeffrey Lee Chay Khiong (Alternate Director)
B.Eng (Hons) in Chemical Engineering, National University of Singapore
Mr. Jeffrey Lee Chay Khiong is the Managing Director and Chief Investment Officer of Phillip Capital Management (S) Ltd. Prior to his current role, Mr. Jeffrey Lee was a Director of Investment at AIB Govett (Asia) Ltd and held senior investment manager positions at DBS Bank and Mitsubishi Corporation Group. Additionally, he has served on the Board of Directors of a number of companies within the DBS Bank and PhillipCapital, as well as several venture capital investment companies. Mr. Jeffrey Lee Chay Khiong's fund management experience spans several investment cycles. His track record includes a number of highly rated unit trusts in the Asia Pacific and Global Funds category.

A Chartered Financial Analyst (CFA) since 1990, he obtained his Bachelor's (Honours) degree in Chemical Engineering from the National University of Singapore in 1985 on a Public Service Commission Merit Scholarship. He was appointed as the Non-Independent Director on 8 March 2004.

Datuk Ir. Elias Ismail (Independent Director)
B.SC (Hons) Civil Engineering from University of Manchester, UK
M.Sc (Engineering) from University of Birmingham, UK
Datuk Ir Elias is a Professional Engineer with Practicing Certificate (PEPC) registered with the Board of Engineers Malaysia, a Corporate Member of the Institution of Engineers Malaysia and a Registered Construction Project Manager with CIDB.

Datuk Ir Elias Ismail brings over 40 years of executive experience in the building, civil engineering, and construction industries. He has held key leadership roles, including Deputy CEO of CIDB and Chairman of two construction-related companies. Prior to that he has held various key positions at PWD Malaysia.

He is a construction industry expert with extensive experience in strategic advisory, governance, and stakeholder engagement. He brings valuable insights to the board, supporting sustainable growth, operational excellence, and alignment with shareholder interests.

Investment Manager
ROLES AND DUTIES OF THE INVESTMENT MANAGER
Effective 10 November 2004, the investment function has been delegated to Phillip Capital Management Sdn Bhd (“PCM”). We strongly believe that by delegating the investment function, the Funds would be best managed to achieve its objective. PCM was appointed as the Investment Manager to implement the investment strategies and manager the Funds, as required by the relevant guidelines, the appointment of PCM has been approved by the SC and the Trustee.
The Investment Manager is a licensed fund management company and responsible for managing the investment and dealing of the Funds so as to meet the investment objectives of the Funds. The Investment Manager shall have discretionary authority over the investment of the Funds under their management subject to the Guidelines on Unit Trust Funds and other relevant applicable regulations. The Investment Manager will meet and report to the Investment Committee of the Funds on a regular basis pertaining to the status of the Funds, proposed investment strategy and discuss matters relating to the Funds. Apart from the regular meetings, the Investment Committee will meet with the Investment Manager more frequently should the circumstances require. The remuneration of the Investment Manager is borne by PMB.

PHILLIP CAPITAL MANAGEMENT SDN BHD (PCM)
PCM was incorporated in Malaysia in 1995 to offer investment management services to institutions, corporations and high net-worth individuals. Effective 10 November 2004, the investment function has been delegated to PCM since it has experience for more than 10 years in the fund management industry. We strongly believe that by delegating the investment function, the Funds would be best managed to achieve their objective. PCM was appointed as the investment manager to implement the investment strategies and manage the Funds, as required by the relevant guidelines, and the appointment of PCM has been approved by the SC and the Trustee.

PCM is a licensed fund manager and responsible for managing the investment and dealing of the Funds so as to meet the investment objectives of the Funds. As the investment manager, PCM shall have discretionary authority over the investment of the Funds under their management subject to the Guidelines on Unit Trust Funds and other relevant applicable regulations. PCM will meet and report to the Investment Committee of the Funds on a regular basis pertaining to the status of the Funds, proposed investment strategy and discuss matters relating to the Funds. Apart from the regular meetings, the Investment Committee will meet with PCM more frequently should the circumstances require. The remuneration of the PCM is borne by us.

PCM offers investment management expertise to institutions, corporations and high net-worth individuals and EPF contributors under the EPF Investment of Members Savings Scheme. PCM's total shareholders funds are in excess of RM 13.25 million and PCM manages RM 3.4 billion client's assets.


KEY MANAGEMENT PERSONNEL OF THE INVESTMENT MANAGER

Datin Hajjah Nona Binti Salleh (Non-Independent Director)
B.Sc. Econ (Hons) Accounting & Finance, London School of Economics, University of London, United Kingdom.
Investment Management Certificate (IIMR), United Kingdom.
Datin Nona Binti Salleh, is the Group Chairperson of PhillipCapital Malaysia and Director of Phillip Capital Management Sdn Bhd, Phillip Mutual Berhad, Phillip Capital Sdn Bhd (formerly known as Phillip Futures Sdn Bhd), Phillip Wealth Planner Sdn Bhd, Phillip Research Sdn Bhd, as well as other Malaysian companies under the PhillipCapital Malaysia Group. She started her investment career with Aseambankers in 1992 where she gained exposure in the management of Shariah and semi-Shariah portfolios. Over the past 30 years, she has accumulated experience through her involvement in the investment management and strategy of her clients' investment portfolios, including the Employees Provident Fund (EPF), Lembaga Tabung Haji, Koperasi Jaya Diri, Double Growth Fund and Emerging Growth Fund (BHLB Unit Trusts) as well as Maybank Dana Yakin.

Prior to re-joining the Phillip Group in 2001 to head its Malaysian operation, she has held several key positions in investment management and research, including the positions of Associate Investment Director of BHLB Asset Management, a subsidiary of Ban Hin Lee Bank (now merged under CIMB group) and Chief Investment Officer at Maybank Investment Management Sdn Bhd, a subsidiary of Malayan Banking Berhad. Datin Nona is a graduate of the London School of Economics, University of London and she holds the Investment Management Certificate (IIMR), UK.

MR. PITTA SHAM BIN AHMAD MORSHDI
CHIEF INVESTMENT OFFICER, PHILLIP CAPITAL MANAGEMENT SDN BHD
BBA Finance with Multimedia, Multimedia University
Graduate Diploma, Applied Finance and Investment, PNB Institute of Australasia
Mr. Pitta Sham joined PhillipCapital Group in May 2025. He holds a Bachelor of Finance (Multimedia) from Multimedia University, Cyberjaya (2001), and a Graduate Diploma in Applied Finance and Investment from the PNB Institute of Australasia (2003).

He began his career as an Investment Analyst at a government-linked investment company, followed by six years as a Portfolio Manager at a bank-backed Islamic asset management firm. He then spent 13 years at a leading unit trust company, managing a range of domestic and regional unit trust funds.

Mr. Pitta Sham is a licensed Capital Markets Services Representative (eCMSRL/C4790/2025).

Ms. Tan Sze Nee
Head of Fixed Income
Bachelor of Business Administration, University of Malaya
Ms. Tan Sze Nee was appointed as Fixed Income Manager of PhillipCapital Management Sdn Bhd in January 2015. She began her career with the Phillip Mutual Berhad in August 2008 and was transferred to PhillipCapital Management in 2011 to grow the corporate and institutional business. Ms. Tan Sze Nee has total more than 6 years of experience in the financial industry. She holds a Capital Markets Services Representative License (CMSRL/B3906/2013).



INVESTMENT TEAM MEMBERS

MR. PITTA SHAM BIN AHMAD MORSHDI
Chief Investment Officer
BBA Finance with Multimedia, Multimedia University
Graduate Diploma, Applied Finance and Investment, PNB Institute of Australasia
Mr. Pitta Sham joined PhillipCapital Group in May 2025. He holds a Bachelor of Finance (Multimedia) from Multimedia University, Cyberjaya (2001), and a Graduate Diploma in Applied Finance and Investment from the PNB Institute of Australasia (2003).

He began his career as an Investment Analyst at a government-linked investment company, followed by six years as a Portfolio Manager at a bank-backed Islamic asset management firm. He then spent 13 years at a leading unit trust company, managing a range of domestic and regional unit trust funds.

Mr. Pitta Sham is a licensed Capital Markets Services Representative (eCMSRL/C4790/2025).

Ms. Tan Sze Nee
Head of Fixed Income
Bachelor of Business Administration, University of Malaya
Ms. Tan Sze Nee was appointed as Fixed Income Manager of PhillipCapital Management Sdn Bhd in January 2015. She began her career with the Phillip Mutual Berhad in August 2008 and was transferred to PhillipCapital Management in 2011 to grow the corporate and institutional business. Ms. Tan Sze Nee has total more than 6 years of experience in the financial industry. She holds a Capital Markets Services Representative License (CMSRL/B3906/2013).

Mr. Foong Wai Mun
Manager, Equity
Bachelor of Commerce (Hons) Accounting, Universiti Tunku Abdul Rahman
Mr. Foong Wai Mun joined Phillip Capital Management (PCM) in November 2017 as Fund Manager. He has been working in the capital market industry since 2007 including as an Equity Analyst with CIMB Investment Bank, ECM Libra Investment Bank and Public Mutual Berhad. As an Equity Analyst, he has covered various sectors, such as consumer, property, REIT, technology, telecommunications and utilities sector both on the sell as well as buy-side. Prior to joining PCM, Mr. Foong Wai Mun was an Investment Manager at BRDB Capital, a family office under BRDB Development managing the private wealth of the Group office. Graduated from Universiti Tunku Abdul Rahman with a Bachelor of Commerce (Hons) Accounting, Mr. Foong Wai Mun brought with him over 10 years of experience in the capital market industry and currently holds a Capital Markets Services Representative License (eCMSRL/B8207/2018).

Mr. Foong Wai Mun is the designated Fund Manager for Phillip Pearl Fund, Phillip Recovery Fund and the equity portion of the Phillip Dividend Fund and Phillip Income Fund.