 |
Steve Chan Channel 8 Wealth Management Ltd |
| PROFILE |
| Title: Portfolio Strategist |
| Experience in the industry: 23 years |
| Professional License: CFA, CFP |
| Educational Background: MBA |
| What is your wealth management philosophy? |
| I believe that "what is good for my clients will be good for me too". Ultimately, I want to answer "YES" every time I ask the question "Will I take the same advice and make the same decision myself if I were the client?” |
| What is the greatest achievement/challenge in your wealth advisory career? |
| Having worked as a commission-based adviser all along, I decided to switch to the fee-only business model nine years ago even though it meant a drop in my income at that time. It turned out to be a right move as the relationship with my clients grows over time. And, with grace, so is my income. |
| Favourite investment themes for 2013: |
| Equity: Greater China (attractive valuation), Emerging Markets (benefitting from global economic recovery)
Bond: Emerging Markets - Local Currency (credit upgrade and currency appreciation) Commodity: Gold and Precious Metals (rising inflationary pressure) |
  |
|
| © 2013. All Rights Reserved. | |
| This site is best viewed using Windows Internet Explorer v.9 in 1280 x 800 screen resolution. |