At CF Wealth Management, we run a client-focused business setting new standards across the Asian Financial Services industry. We are a multi-jurisdiction company with offices and clients in Hong Kong and Shenzhen.
We place our clients at the heart of everything we do. This allows us to provide the best possible solutions to your financial objectives, and we promise to deliver a highly effective service in an increasingly complex marketplace. Setting the standard for client commitment and performance means that all CF Wealth Management clients can enjoy:
- Regular face-to-face meetings with your dedicated financial adviser.
- A dedicated client servicing team working alongside your adviser to ensure all your queries and requests are dealt with in a timely manner.
- Effectively managing your investments with our distinctive approach*.
- Access to the St. James’s Place Investment Management Approach*.
- Ensuring all your needs are dealt with in a personal and sensitive manner.
This is our commitment to you.
Now with the backing of St. James’s Place Wealth Management, a well-respected FTSE 100 company,
CF Wealth Management can offer a distinctive experience on a personal level and a distinctive investment management approach*. We at CF Wealth Management understand that planning for the long-term can be a daunting process but by being our client, you will receive a personalised face-to-face advisory service from our business, whilst having access to the investment management approach and reassurance of an award-winning company.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get less than you invested.
*St. James's Place approach to investment management only applies to St. James's Place Products.