Who we are

CF Wealth is a team of industry leading specialists and advisers with exceptional experience across the globe, supported by committed and dedicated administrative individuals.  We differentiate ourselves from others in the industry with our professional team – our most significant asset – encouraging development, growth and progression with their careers at the same time as delivering effective, passionate and thoughtful first class service to our clients.  

Partners

Principal and Partner
Principal and Partner

Wealth Managers

Chartered Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager

Support Staff

Marketing Executive
Practice Manager
Business Support Manager
Partner Support Executive
Partner Support Executive

Looking for help with planning your wealth?

Why not get in touch with us and arrange a meeting?

Gareth Llewelyn-Williams
Principal and Partner

Role/title

Gareth is Founder and Advising Principle of CF Wealth.

Experience / Background

Gareth has more than 15 years’ experience in financial services, wealth management and insurance in both the UK and Asia.

It was in Hong Kong in 2008 that Gareth co-founded his first IFA company in recognition of the poor-quality perception and reputation of the industry at that time. He set out to provide client-focused and integrity-driven advice, successfully expanding the business into Kuala Lumpur and Shanghai before turning to his next venture back in Hong Kong, CF Wealth, and later expanding into the UK.

Reason for joining/ethos

Mindful of the need to go beyond expectation CF Wealth is a wealth management company with purpose; to educate and champion the importance of sustainable investment as a force for good. Guided by the same principles of individual and ethical advice, CF Wealth has expanded to having a positive impact on its clients, the communities it serves and the planet.

Being dual licensed in the UK and Hong Kong gives Gareth a unique perspective and the knowledge to help clients planning to move to the UK from Asia or vice versa.

Personal touch

Outside of work, Gareth enjoys trail running and participating in triathlons.

Jason O'Leary
Principal and Partner

Role/Title

Jason is one of the Principal Partners at CF Wealth having come together with Gareth Llewelyn-Williams to forge the multi-jurisdictional wealth management business in Hong Kong and the UK.

Experience / Background

Jason has almost 30 years’ experience in the financial services industry gained whilst working in the UK, United Arab Emirates, Qatar and in Hong Kong.

Reason for joining/ethos

Utilising his broad knowledge and experience, Jason focuses on developing and expanding CF Wealth, as well as looking after his own clients.

As a passionate and driven professional, he ensures that CF Wealth and all individuals within the business provide the best financial advice and services to clients. He also supports each member of the team in growing and achieving the most they possibly can, both for themselves and for clients. He believes that the success of CF Wealth lies in the success of each member of its team and the satisfaction of each client and he leaves no stone untouched in achieving both goals.

He has an equal focus on tailoring financial solutions for his own clients in order to assist them in reaching their financial targets. He believes in bespoke personal financial planning advice providing piece of mind, protecting existing assets and creating good succession planning, often involving repatriation to home countries. His deep understanding of clients’ needs combined with his compassionate approach enables him to provide his clients with purposeful financial advice at every stage of their life.

Jason is absolutely convinced, that by utilising the outstanding investment services and strategies of St James’s Place Wealth Management. CF Wealth provides the best opportunities for its clients to protect and grow their wealth in a world where Environmental Social and Corporate Governance is the essence of a sustainable business/client relationship.

Personal touch

In his spare time, Jason is an enthusiastic sailor, a member of the Royal Hong Kong Yacht Club and enjoys sailing around the islands of Hong Kong.

Annabel McCormick-Houston
Chartered Wealth Manager

Role/title 

Annabel is a Chartered Wealth Manager (MCSI). 

Experience / Background  

She completed her Masters in Wealth Management from the prestigious Chartered Institute of Securities and Investments in the UK. Having extensive experience as a Private Banker in London combined with having worked in Hong Kong since 2016, she brings extensive expertise and knowledge to her clients.  

Annabel’s focus is to work with individuals to assist them in developing a long term, flexible financial plan. Her approach begins with a ‘financial health check’ and understanding the client’s goals, motivations and any existing financial plans. Whether you have old pensions or ISA’s and you don’t know what to do with or you want to protect existing investments, Annabel can help you navigate these difficult issues with ease. 

Personal touch 

Annabel lives in Stanley, Hong Kong with her husband and their beautiful son. In her spare time, she loves being active outdoors and eating out at all the incredible restaurants Hong Kong has to offer.   

Guy Buckby
Wealth Manager

Role/title

Guy is a Senior Advisor in CF Wealth.  

Experience / Background  

He has enjoyed a 20+ year career in financial services across the UK, France and Hong Kong. Originally hailing from his beloved Northamptonshire, Guy was educated academically and professionally in the UK before relocating overseas. His professional accreditations were all achieved whilst working for a UK High street bank, and Guy has also passed regulatory examinations in all three countries he has practiced in. 

Reason for joining/ethos 

Guy has a passion for protecting people and their families with regards to their Plan Asavings and investmentstheir Plan B: employee benefits and self-insurance; and not forgetting Plan C: their retirement. A huge advocate of storing as many nuts away for winter as possible (AKA a wonderful retirement), he spends a lot of time investigating his clients’ retirement plans and pensions to ensure any plan is comprehensive and that shortfalls are addressed.   

Very simply, Guys goals for his clients are the same as they are for him and his wife and family: to be comfortable financially now and in the future, and getting the money you’ve worked hard for also work hard for you. His consultative advice process is very relaxed and friendly, and he believes in removing all pretence and technical jargon so that clients understand their financial habits and situation, and with this new knowledge are able to make common sense short- and long-term financial decisions. 

 Personal touch 

In his spare time, Guy plays numerous sports while doing his best to keep sporting retirement at bay. In his own words though, you’ll more likely find him hiking one of Hong Kong’s Trails with his wife and dogs these days. He is also a lover of all things French (mainly food and wine) having lived there for numerous years. 

Reuben Cramer
Wealth Manager

Role/title

Reuben has been a financial advisor for over 5 years and has been with CF Wealth for over a year.

Experience / Background

With a background in financial economics, a first class honours degree in economics and regulated by both the CIB and SFC in Hong Kong.

Reason for joining/ethos

Reuben joined CF Wealth as he believes that as a group we can provide the highest levels of service for all needs that a client might have which means he is able to grow long and prosperous relationships with his clients,

He has a passion for family protection: making sure his clients have a solid Plan B, as well as a robust Plan A which incorporates the needs of his clients and their loved ones. To provide the highest level of both service and knowledge, he meticulously researches the financial landscape so that he has the information that his clients need to help all of his clients with any new challenges that may arise.

Personal touch

In his spare time, he is a keen sportsmen and currently plays for two football teams. Judaism is also a big part of his life, with him contributing significant time and effort to helping improve the community. He spends lots of time to organizing events for local children to both educate them in finance as well as keep them healthy with sporting events.

Jasmine Jalif
Wealth Manager

Role/title

Jasmine joined CF Wealth team in August 2017 as Business Development Executive and in September 2018 she became an Advisor. 

Experience / Background

Jasmine has a Mathematics and Philosophy degree from Kings College London and is both SFC and IA licensed in Hong Kong.

Reason for joining/ethos

She helps individuals to achieve their financial goals by providing advice that is tailored and suited to her client’s needs. Jasmine is committed to giving the best to her clients in terms of advice and service, including Investment Planning, Portfolio Management and more, which gives her clients peace of mind that they are being well looked after.

Jasmine is also passionate about financial education as well as responsible investing and planning.

Personal touch

When she is not working, Jasmine enjoys trail and distance running, swimming and yoga.

Kishan Karia
Senior Wealth Manager

Role/title

Kishan joined CF Wealth team in 2017 as a Senior Wealth Manager.

Experience / Background

Prior to joining CF Wealth, Kishan worked as a Relationship Manager for Barclays Wealth Offshore and Private Bank services. He brings over 10 years of experience within the financial services industry sector.  

Reason for joining/ethos

Kishan is primarily focused on helping expatriates and their families maximise the financial benefits of working and living in Hong Kong and he prides himself on keeping a simple and focused approach when it comes to financial planning. Whether it’s growing, protecting or making plans to pass on your wealth, Kishan’s priority is making sure that as his clients’ needs change over time, he is on hand to provide the best possible advice to them in a timely manner.

Kishan’s ability to build strong and long-lasting relationships has meant that in a very short time he has become one of the top advisors at CF Wealth and is a very familiar face in Hong Kong. He has always been a very sociable person and feels very lucky to do the work he does because he gets to meet remarkable people every day.

Personal touch

When he isn’t spending time helping clients, he is spending time with his wife and their daughter. Kishan is a keen runner, having completed both the London and New York marathons. Kishan also enjoys reading and getting involved in different volunteering opportunities.

Tony Leigh
Wealth Manager

Role/title 

Tony is a Wealth Manager in CF Wealth.  

Experience / Background 

With a career spent predominantly in Asia and Europe and being devoted to banking and financial advisory across all major asset classes, Tony is perfectly positioned to attend to the needs of both local clients as well as expatriates as they seek advice on safeguarding and structuring their wealth. 

Reason for joining/ethos 

Tony’s mission is to help people and companies with their short and long-term financial planning so that they achieve their lifestyle goals and corporate targets. He aims is to help his clients identify their needs and quantify their priorities and formulate together a bespoke plan of action backed by the advice guarantee of St. James’s Place Wealth Management. His expertise is in building wealth through multi-asset investments, upgrading existing portfolios and pensions, arranging mortgages, planning for retirement and structuring clients’ estate. By optimizing tax efficiency and ensuring that they are protected by wills and suitable insurance in case they encounter adversity along the way.  

Personal touch 

Apart from contributing to various societies, Tony particularly enjoys learning languages and playing golf, and is dedicated to furthering the cause of green energy and to protecting the environment to help our ocean friends. 

Duncan Macfarlane
Wealth Manager

Role/title

Duncan is a hands-on, passionate Wealth Manager who focuses on Asset Optimisation and Financial Strategy.

Experience / Background

He attended Eton College before graduating with a 1st class (Hons) degree in Economics and Finance from The University of Durham and continued his professional development by completing his Professional Exams with the Chartered Institute of Securities and Investments (CISI), Securities & Futures Commission (SFC) and The Insurance Authority (IA).

Duncan started his career with one of the world’s largest independent financial advisories as a member of their Global Graduate Programme. He worked as a Private Wealth Manager covering UK, Europe and the Middle East for over half a decade before finally settling in Hong Kong over a year ago.

Reason for joining/ethos

Duncan’s priority is helping his clients plan for their future, achieving their goals and enjoying life along the way.

Personal touch

In his spare time Duncan is equally passionate about sport, representing Hong Kong Scottish Rugby Club and Los Chiles Dragon Boating.”

Stina Lill-Roberts
Marketing Executive

Role/title

Stina Lill-Roberts joined CF Wealth as a Marketing Executive in June 2020.

Experience / Background

She has extensive knowledge in B2B and B2C digital marketing and background in branding and content creation. Having born in Estonia, which is know as a digital country, Stina started her career in the hospitality industry and continued her studies in marketing. Being brought up in a digital environment, she’s always had interest in technology and that has elevated her career in digital marketing and analytics.

Reason for joining/ethos

After moving to Hong Kong in 2016, she worked for a luxury retail company as social media marketer and later continued to work for a fintech company, where she really could apply her expertise. She believes that learning and developing new skills is crucial for digital marketers as this industry constantly changes. She can easily switch between creative work, tactical thinking, and rolling up her sleeves to getting things done. She has a customer-centric and data driven approach to marketing and she is dedicated to delivering a superior brand experience.

She decided to join CF Wealth to elevate the brand and bring new ideas to traditional financial services company. At CF Wealth, she initiated rebranding of the company and has redesigned the website and works on social media content creation and hosting webinars & events and other day to day marketing activities. 

Personal touch

In her spare time she enjoys swing dancing and spinning classes and loves baking.

Mary Viado
Practice Manager

Role/title

As the Practice Manager, Mary works closely with the CF Wealth management team to add value to the client experience whilst also managing the overall administrative tasks of the practice.

Experience / Background

Mary joined the CF Wealth team in August 2018, bringing a wealth of experience in client engagement and relationship management. She has had the opportunity to work in various industries including financial services, retail as well as lifestyle and fitness providing her the ability to maintain professional relationships with client contacts to ensure top-notch customer service was delivered. Her experience with operations management would also benefit in making sure everything behind the scenes is running smoothly and providing advisers ease to focus on making the client experience worthwhile. 

Reason for joining/ethos

In the initial meeting with CF, Mary knew instantly this was where she would be able to develop her skills and grow, career-wise and personally. CF is not a workplace, but a close family looking out and helping clients in different areas.

Personal touch

Outside of work, Mary would always be found with her nose in a book, articles on historical events, astronomy or learning new phrases in various languages.

Fernando Dimithra
Business Support Manager

Role/title

Fernando is the Business Support Executive and works closely with the CF Wealth team to ensure smooth day-to-day operations and handling of special projects within the Practice.

 

Experience / Background

Fernando joined the CF Wealth team in December 2018. Prior to that, he worked in multiple areas within the financial services industry, including accounting, auditing, and corporate banking while at Wells Fargo Bank. He has a BA (Hons) in Business Management from the University of Bedfordshire.

 

Reason for joining/ethos

Fernando wanted to join the CF Wealth team as the values of CF Wealth very much aligns with what he believes in and the culture within CF Wealth makes the working environment all the more enjoyable.

 

Personal touch

Fernando is an avid console gamer having owned all previous versions of Microsoft Xbox and Sony PlayStation. His favourite titles are from Rockstar Games, namely the Grand Theft Auto series and the Red Dead Redemption series.

Freda Cheng
Partner Support Executive

Role/title

As a Partner Support Executive she works closely with the CF Wealth management team in addition to supporting advisors with delivering exceptional service to the clients.

Experience / Background

Freda is the newest member of the team having only joined the CF Wealth team in August 2020. Experienced in client servicing and administration, Freda previously worked in the diamond industry in retail and wholesale which enabled her to develop her client servicing skills.

Reason for joining/ethos

Before joining CF Wealth, Freda was part of another St James’s Place Wealth Management practice for over two years and her excellent client relationship knowledge is her key strength.

Personal touch

Freda has Gem-A qualified diploma and she enjoys listening to music and is interested in coffee tasting and brewing. 

Niki Hung
Partner Support Executive

Role/title

Niki is a Partner Support Executive.

Experience / Background

She joined St. James’s Place Wealth Management in January 2018 and has over 10 years of financial planning experience. She holds a bachelor’s degree in economics from the University of Sydney, and a Master’s degree in Commerce from the University of New South Wales, Australia. Nikki has also completed the Diploma of Financial Planning with Financial Planning Association of Australia – Deakin University.

Reason for joining/ethos

Her career started as an Assistant to two Private Client Advisers with UBS in its Sydney office. Then she became a Senior Paraplanner with both the Commonwealth Bank of Australia and ANZ before being a full-time mother for a few years to look after her two daughters. She is passionate about helping CF clients to build their wealth and be the partner for their financial affairs. She enjoys developing strategies by comparing different financial modelling for clients.

Personal touch

Outside of work, she enjoys spending time with her 2 beautiful girls, cooking, reading and meeting friends with great food.

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