Will you tell us about your company’s philosophy – how did you accumulate assets in light of the volatile market conditions in 2012? |
By building up a solid relationship with our clients and earning their trust, they have relied on us to manage their investments, in both up and down markets over the years. Clients come to realise we are placing their interest as our first priority and our colleagues have the professional competence to do the job for them. |
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How do wealth advisers add value to clients in building a winning portfolio? |
Alpha is definitely important to clients no matter how the market performs. However, at the same time, we are taking care of the risk elements of clients’ portfolio. |
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What’s your vision 1-2 years down the road? What are the major challenges and opportunities? |
China will definitely continue to be a great opportunity. One of the major challenges is that competitors are also placing lots of resources to compete for the market share. |