Ivy Quek 郭怡伶

Wealth Manager

MAS Rep No: QIX200115890

Languages: English, Mandarin

Industry Experience: 25 years

ABOUT ME

Ivy Quek is a Wealth Manager representing PhillipCapital. She is a member of Steward Wealth, a team managing over $60 million of assets for more than 400 families. Prior to joining PhillipCapital, she worked in a local bank in Singapore for more than 15 years protecting and growing the wealth of her clients. She specialises in: • Helping clients to grow their investments efficiently and safely through a cost-effective, risk-adjusted, and diversified approach using Steward Wealth's in-house model portfolios; • Helping to minimise overall cost of clients' portfolios while maximising protection and potential returns. The team's mission is to help clients achieve their financial goals and the life that they envision by providing ethical, mathematical and holistic portfolio advice.

MY PROFESSIONAL SERVICES

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