| What is your wealth management philosophy? |
| I strive to understand the investment objective of every client and provide independent and professional wealth management advice to them. I would ensure that every client’s financial status is reviewed, investment experience is assessed and risk profile is evaluated so we can provide tailor-made wealth management advice to suit their individual needs. |
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| What is the greatest achievement/challenge in your wealth advisory career? |
| During the financial tsunami in 2008 when the markets underwent substantial fluctuation, we helped our clients to rebalance their portfolio with our risk management approach. The long-term professional relationship with our clients & business partners has earned their trust and respect over these years. Besides, the management & leadership experience I gained over the years helped me to manage a growing team in the company. |
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| Favourite investment themes for 2013: |
| It depends on the investment goal and risk profile of an individual client. Overall, my favourite investment themes are high yield bonds and emerging markets bonds. |
