Wealth Management with Purpose

Wealth - True wealth has different meanings to different people. What counts is how money can enable us to live the life we want. A thorough understanding of your key motivations allows us to help you achieve your wealth.  

Sustainability - Is about having a positive impact, creating a legacy, and leaving those we meet, our communities and the planet in a better position.

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.

Our Services

Wealth Management

Build, protect and develop a personalised wealth management plan.

Investment Planning

Help improve your financial future with the right investment strategy.

Repatriation

We can navigate through the financial maze of expat tax and repatriation.

Sustainable Investing

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.

Latest Updates

What can investors learn from the past 18 months?

Market ups and downs over the course of the pandemic offer important lessons about how investors can psychologically prepare themselves for unexpected events.

Why it is essential to tackle climate change proactively

St. James’s Place is taking the lead on climate risk disclosure because the sustainable economy brings investment opportunities, clients care about it, and it is the right thing to do.

How investing responsibly supports long-term returns

Investors are increasingly focused on environmental, social and governance (ESG) factors when they weigh up which companies to invest in.

What can investors learn from the past 18 months?

Market ups and downs over the course of the pandemic offer important lessons about how investors can psychologically prepare themselves for unexpected events.

Why it is essential to tackle climate change proactively

St. James’s Place is taking the lead on climate risk disclosure because the sustainable economy brings investment opportunities, clients care about it, and it is the right thing to do.

What can investors learn from the past 18 months?

Market ups and downs over the course of the pandemic offer important lessons about how investors can psychologically prepare themselves for unexpected events.

Contact Us

CF Wealth

Tel: +852 3695 5286
[email protected]
St. James’s Place (Hong Kong) Limited
1/F Henley Building
5 Queen’s Road Central
Hong Kong

The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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