Using a Stock Managed Account Solution to Take Advantage of Current Market Situation

Date: 2021-08-26

Time: 20:00

Stock Managed Account (SMA), is traditionally only offered to private banking clients with a minimum investment of $1million. Now, you can have access to a global discretionary portfolio of stocks, offered by one of our business partners iFast, from just $100,000! For the majority of stocks investors who do not have the time, resources or experience to manage a stock portfolio, the iFAST SMA is a better way for investors to own stocks. With the SMA, you’ll have access to the following benefits:

The portfolio construction, stock selection and rebalancing process will be done by an experienced fund manager, who will look after your investments for you.
You will enjoy one of the lowest trading costs in the market.
The iFAST SMA will be managed in accordance to strict risk parameters which will ensure adequate global diversification across various sectors and regions.
You will have full transparency over the holdings in the portfolio.

The first iFast SMA solution leverages on the strength and experience of Nikko Asset Management, one of Asia’s largest Asset Managers, with multi-asset investment capabilities and has proven capability in managing global equities as well as other assets.

Join us in this webinar as we share how you can benefit from SMA.

Speakers:

Using a Stock Managed Account Solution to Take Advantage of Current Market Situation

Victor Wong

Director, Wealth Management @Financial Alliance Pte Ltd

• Victor has around 30 years of experience in the financial sector, covering o Central banking, o Corporate banking and o Fund management. • During his 8 years’ stint in the fund management industry, Victor has worked in o DBS Asset Management and o co-managed the award-winning Shenton Income Fund • Prior to joining Financial Alliance, he was managing monies for high net worth clients with ING Asia Private Bank.

Kenneth Tang

Senior Portfolio Manager @Nikko AM Asia Limited

Kenneth brings to Nikko AM more than 20 years of investment experience in equity long only and equity long short capacities as well as extensive commodity research experience. Prior to joining Nikko AM, Kenneth was the lead portfolio manager for PineBridge Investments in Singapore Equity and Balanced portfolios. Before PineBridge Investments, Kenneth was managing director and portfolio manager at Black River Asset Management focusing on Asian industrial and agricultural commodities.

Justin Teoh

Business Development Executive @iFAST Financial Pte Ltd

Justin joined iFAST Business Development Team in April and he is the primary account manager for Financial Alliance. He graduated with a Bachelor of Commerce from University of Queensland, Australia and was in insurance industry prior to joining iFAST.