Company
Index
HNW Wealth Managers
Wealth Managers - Singapore
Location
Singapore
Advice type
Relationship management
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Nick Teo
Spear's Review
Nick Teo is business development director at Canaccord Genuity in Singapore, a firm guided by three principles: to be ‘accountable, aligned and approachable’.
Canaccord has been managing its wealth management funds, known as CGWM, for over a decade. ‘Unlike a traditional fund, in which a single fund manager controls all of the money, our multi-manager portfolios not only spread your money across different asset types, but also different funds and investment styles,’ says Teo.
With a multi-manager portfolio, he says, clients are able to track a range of investments through one portfolio: ‘By not putting all your eggs in one basket, we help you diversify your investments and reduce your exposure to risk.’
Rank: Recommended
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