KEVIN LEE

Portfolio Manager (Dual Licence)

MAS Rep No: LCL200064410

Languages: English, Mandarin

Industry Experience: 18 years

ABOUT ME

Hi ! I am Kevin, Economics & Engineering educated Portfolio Manager (Dual Licence), specialising in Discretionary Equities Managed Account and Retirement Planning. One of my core expertise is in managing my clients’ equities portfolios. I spent my workdays mainly on equities research and keeping myself updated in the latest financial markets developments. I cordially invite you to scroll down to the bottom of the page and view my clients testimonials to get a better sense of my abilities and traits. Thank you.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • FLYING START QUALIFIER FOR SECURITIES ADVISORY
    (2020-2021, 2024)
  • TOP PERFORMING FATR FOR SECURITIES ADVISORY SERVICE
    (2020, 2024)
  • FLYING START QUALIFIER FOR UNIT TRUST ADVISORY
    (2013)
  • FLYING START QUALIFIER FOR MANAGED ACCOUNTS
    (2009)

GET IN TOUCH

TESTIMONIALS

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