CF Wealth can provide advice to clients in both United Kingdom and Hong Kong. With offices and advisers regulated in both jurisdictions, we are ideally placed to advise clients with links to both countries. The advisers in Hong Kong are licensed by the Securities & Futures Commission and the Insurance Authority, and in the UK by the Financial Conduct Authority.
Our commitment to sustainability means that we are constantly striving to have an accountable social and environmental impact in everything we do.
Build, protect and develop a personalised wealth management plan.
Help improve your financial future with the right investment strategy.
We can navigate through the financial maze of expat tax and repatriation.
Conscientious investors may look at ways to grow their wealth and hold true to their values. Sustainable investing is about creating a portfolio of socially responsible investment choices that deliver a long-lasting, positive impact on the planet while offering financial returns. As a Partner Practice of St. James’s Place, we have access to a wide range of portfolios.
Environmental, social and governance (ESG) factors are at the cornerstone of sustainable investing. Talk to our experts about how we can help you achieve your goals for sustainable investing.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.