With so many new and exciting investment products on the market now, how do you assess which are suitable to be included in your portfolio?
In this episode, our Head of Investment, Cheng Chye Hsern, dives deeper to talk about the careful selection of the fund managers we partner with and the intensive brainwork done behind the scenes to construct our core investment portfolios to effectively capture the returns for our clients in the long run.
Stay tune for the next episode where we are joined by a very special guest!
View the full list of podcast episodes published here.
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Learn more about Isaac here.
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1. Should We Invest in Cryptocurrency?
2. Positive Returns Do Not Mean Enough Returns
3. The Relentless Pursuit of Better Investment Options
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.