Jan Lim

Portfolio Manager

MAS Rep No: JGJ100062561

Languages: English, Mandarin

Industry Experience: 18 years

janlim@phillip.com.sg

ABOUT ME

Seasoned Equity Market Professional with over a decade of experience in the financial sector. Demonstrated success in managing both personal and client investment portfolios, leveraging expertise in strategic asset allocation and risk management to drive long-term capital preservation and sustainable value creation

MY PROFESSIONAL SERVICES

Managed Account Services

Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

GET IN TOUCH

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