Synopsis
With so many investment options available, choosing the right one can be overwhelming, especially when it comes to Exchange-Traded Funds (ETFs) and Unit Trusts. These two popular products offer unique benefits and risks, and understanding how they work is key to building a well-rounded portfolio. Whether you're a beginner or a seasoned investor looking to fine-tune your strategy, this seminar will help you make more informed decisions.
Join us in this seminar on 25 Jul, Friday at 3.00pm where Mr Wee Ming Jie, Relationship Manager at Phillip Securities will share insights on:
· How ETFs and Unit Trusts actually work
· Fees, performance, and risk: what you need to know
· Which options may better suit your financial goals
· Real-world case studies to illustrate different strategies
For enquiries, please call us at 6812 1544 email us at hollanddrive@phillip.com.sg
Speaker Profile
Mr. Wee Ming Jie, Relationship Manager, Phillip Securities Pte Ltd
Mr Wee Ming Jie, Relationship Manager at Phillip Investor Centre @Holland Drive, specialises in providing investment advisory services to retail clients, with a focus on building and managing unit trust portfolios to help them achieve their investment objectives. He joined Phillip Securities in 2017 and graduated from the University of London with an external honour’s degree in Economics and Finance.