 |
Sheila Dickinson The Fry Group (HK) Limited |
| PROFILE |
| Title: Senior Wealth Manager |
| Experience in the industry: 30+ years |
| Professional License: Advanced Financial Planning Certificates Tax & Trusts, and Pensions |
| Educational Background: UK College |
| What is your wealth management philosophy? |
| Understand that investing is only part of your overall financial planning. Take a truly holistic approach and focus on the achievement of your long-term goals and then underpin this with a sound investment strategy. As people’s risk appetites vary, building a portfolio that is right for you is pivotal. Portfolio diversification is key to risk management, and particularly useful in times of market volatility. |
| What is the greatest achievement/challenge in your wealth advisory career? |
| Moving halfway round the world at my age (!) and successfully establishing myself in a totally new (and indeed tough) environment. Going on to achieve Hong Kong’s Best Financial Planner of the Year award through the Institute of Financial Planners of HK (IFPHK) in 2008. |
| Favourite investment themes for 2013: |
| My best advice is:
- Understand your goals and clearly define your strategies to achieve them - Understand the power of asset allocation and implement a well-diversified portfolio - Remain disciplined and patient and focus on long-term goals – remember that a short-term focus is dangerous to your long-term wealth! |
  |
|
| © 2013. All Rights Reserved. | |
| This site is best viewed using Windows Internet Explorer v.9 in 1280 x 800 screen resolution. |