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
Introducer
Consultant

Support Staff

Marketing Executive
Practice Manager
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.   

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
Introducer

Role/title 

Tony is an Introducer 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. 

Jemma Daley
Consultant

Role/title

Jemma Daley joined CF Wealth through St. James’s Place Academy in September 2020.

Experience / Background

Jemma is both SFC and IA licensed in Hong Kong.

Reason for joining/ethos

Jemma is part of the academy training and development programme, which is a well-supported coaching and assessment programme that will equip Jemma to provide a first-class, professional and expert financial planning and wealth management advice service to clients. 

She is committed at helping individuals achieve their financial goals by providing advice that is tailored and suited to her client’s needs. 

Personal touch

Jemma is currently learning how to sail, enjoys hiking and cycling her way around Hong Kong when she is not working. She also works with child development fund (CDF) and mentees 2 teenagers. She is part of the programme which aims to support longer-term development of children from a disadvantaged background, with a view to alleviating inter-generational poverty.

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.

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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