| What is your wealth management philosophy? |
| We believe the best investment return is not about taking the highest risk but about striking the balance between risk and return. A balanced approach is our philosophy and guides the way we manage the business and serve our clients. |
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| What is the greatest achievement challenge in your wealth advisory career? |
| The greatest achievement is the rewarding relationships with clients. Most of my clients have been with us for over ten years. Our services have been extended to their second generation as well. |
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| Favourite investment themes for 2014 |
| Positive & Selective – we are optimistic about the market outlook in 2014; however, 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 on bottom-up stock-picking experts to deliver outstanding alpha return (excessive gain above index) to our investors. Typically, this type of alpha managers would be small- and mid-cap focused or have an all-cap mandate to allow them to pick whatever stock or bond without constraint of market cap. |
