Swee Qi 王瑞琪

ABOUT ME

Swee Qi is a Wealth Manager representing PhillipCapital. She is a member of The Wealth Stewards , a Team managing over $70 million of assets for more than 400 families. She specialises in: • Helping clients to grow their investments efficiently and safely through a cost-effective, risk-adjusted, and diversified approach using The Wealth Stewards – 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.