| 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 the way how 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 Calibre for over 10 years. Our services have been extended to their second generation as well. |
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| Favourite investment themes for 2013: |
| At Calibre, we focus on asset allocation & long-term investment and hence we avoid short-term investment themes. There are a couple of structural long-term themes such as the benefits of global growth and free trade in emerging markets like Asia & China and secular growth of the technology sector. We then count on selected fund managers to identify near-term themes to generate return for clients. |
