About this Event
Synopsis
This seminar provides an in-depth overview of managed accounts and how they can serve as an effective solution for investors seeking professional portfolio management and disciplined investment execution.
Participants will gain insights into the key features, benefits, and considerations of managed accounts, including transparency, flexibility, and risk management. The session will also explore how managed accounts can complement existing investment portfolios by enhancing diversification and improving overall portfolio efficiency.
Join us at this seminar at 3 Nov, Tue at 12pm, where Mr Tony Siow and Ms Jaslyn Siman, Portfolio Managers at Sirius Infinity Capital will share an overview of the portfolio construction and investment strategy adopted by the team and illustrate how managed accounts are managed within a structured and research-driven framework.
Key Discussion Points
- Overview and structure of managed accounts
- Key benefits and considerations for investors
- Integrating managed accounts within an existing portfolio
- Portfolio construction and investment strategy of Sirius Infinity Capital
Please feel free to contact us at 68121552 or email to [email protected] if you have any enquiries.
Speaker(s)
Mr Tony Siow, Portfolio Manager, Sirius Infinity Capital
Mr Tony has a distinguished career spanning over 15 years in the financial services sector. His journey started out with leading institutions such as Standard Chartered Bank, HSBC and Credit Suisse, equipping him with in-depth understanding of financial products and investment strategies. He holds a Bachelor of Accountancy from NTU, Specialist Diploma in fund management and Specialist Diploma in Business & Big Data Analytics.
Ms Jaslyn Sim, Portfolio Manager, Sirius Infinity Capital
Ms Jaslyn has over 20 years of experience in the financial services sector and held various roles in the Monetary Authority of Singapore, including supporting of the Authority’s monetary and reserves management operations. Jaslyn holds a Bachelor of Accountancy from NTU, is a Certified Financial Analyst (CFA) and a Chartered Accountant of Singapore.
Mr Vince Koh, Relationship Manager, Phillip Investor Centre - Raffles City (Host)
Mr Vince Koh joined Phillip Securities in 2017 and is currently managing Investment and Insurance Portfolios for clients of Phillip Investor Centre (Raffles City Branch). He attained his Certified Financial Planner Certification (CFP) in 2017 and Chartered Financial Consultant (ChFC) in 2019. In 2020, he completed his Chartered Life Underwriter (CLU) with the Singapore College of Insurance. He holds a Bachelor of Business degree from Nanyang Business School. He is also a MDRT Qualifying member. In addition, he is also a multiple qualifier of the Flying Start Incentive Trip from 2018 to 2025.
Event venue & nearby stays
Phillip Investor Centre - Raffles City Tower, 250 North Bridge Road Raffles City Tower, Singapore, Singapore
Concerts, fests, parties, meetups — all the happenings, one place.