Edmond Mak
Harris Fraser (International) Limited


Profile:
Title: Principal Consultant
Experience in the industry: Almost 20 years
Professional License SFC and PIBA
Educational Background: University


What is your wealth management philosophy?
It is all about trustworthiness. My philosophy is to provide impartial advice to clients, while upholding a high level of integrity, and to have sufficient financial knowledge so that my client’s portfolios are created and monitored in a professional manner. A thorough understanding of a client’s needs is extremely important in portfolio management.


What is the greatest achievement challenge in your wealth advisory career?
The greatest achievement is definitely earning the trust from my clients, and being able to offer personalized investment services to them throughout the good and bad times over the past years.


Investment strategy used for own investments:
Diversification. As markets tend to be very volatile these days, a well diversified portfolio can achieve higher stability as compared to a long-term investment in a single asset.

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