| What is your wealth management philosophy? |
| I believe in maintaining balance with positive attitude, awareness and diligence. |
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| What is the greatest achievement challenge in your wealth advisory career? |
| Standing by and being there for my clients at times such as the Asian Financial Crisis, Tech Bubble burst, SARS and Great Financial Crisis. It was rewarding when clients appreciated how our strategies and risk management worked in both good and bad times. |
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| Favourite investment theme for 2014 |
| Positive & Selective – we are optimistic about the market outlook in2014; however, the index (beta) returns should be limited and may be lower than the last two years. In addition, correlations among securities will fall further in a gradual upward market, we hence focus more than ever on bottom-up stock-picking experts to deliver outstanding alpha return (excessive over benchmark index) to our investors. Typically, this type of alpha managers would be small- and midcap focused or have an all-cap mandate to allow them to pick whatever stock or bond without constraint of market cap. |
