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

Recommended 2024, HNW Wealth Managers

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