| What is your wealth management philosophy? |
| It is trustworthiness. My philosophy is to provide impartial advice to clients with a high level of integrity, and to have sufficient financial knowledge so that clients’ portfolios are created and monitored in a professional manner. A thorough understanding of a client’s needs is extremely important in portfolio management. |
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| What is the greatest achievement/challenge in your wealth advisory career? |
| The greatest achievement is definitely having earned the trust from clients, and being able to offer personalized investment services to them throughout the good and bad times over the past years. |
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| Favourite investment themes for 2013: |
| Equities: China, ASEAN and Asia; Bonds: global bonds (investment grade and high yield) with a balanced exposure to developed and emerging markets. |
