The service offers wealth managers access to active asset allocation strategies based on an absolute return mandate which they can then mirror for their client’s portfolios. Liew will also offer advisers a monthly strategy paper sharing current market and economic trends to keep them updated on market developments.
In addition, managers can opt to have regular meetings with Liew to discuss market issues and to formulate investment strategies for client portfolios.
“In My Opinion takes a big picture view of the global economy and markets, incorporates both fundamental and technical analyses, and using its own set of propriety indicators, determines the risk reward of participating in various markets,” said Liew.
“Wealth managers can then incorporate these views into their own strategies and advice for their clients’ portfolios.”
Liew, who is an International Adviser panellist, has worked in the investment industry in Singapore for over ten years. Prior to setting up In My Opinion, he worked at Frontier Wealth Management where he directed the firm’s investment strategy and portfolio construction from 2003 to early 2010.
