Financial planners suggest equity investors build a core and satellite portfolio, combining active and passive strategies. The core should be long-term oriented with large-cap focus, while the satellite portion can take tactical bets on sectors or themes. This mix aims to optimize returns and manage risks effectively.
StanC keen to break with local banks, play wealth manager
As the global head of wealth and retail banking, Hsu oversees assets of $367 billion which grew 35% year-on-year in 2024, according to a presentation