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Welcome to CF Wealth

Discover who we are and what it means to be a CF Wealth client. 
 

Discover St. James's Place

A Webinar Series

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29 June 2021

Our history, culture and values with Iain Rayner 
 

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6 May 2021

Hear from our Fund managers with Hamish Douglas

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13 July 2021

Investment management approach with Neil Fisher

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July 2021 (TBC)

Wealth Management with purpose from Rob Gardener

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29 July 2021

Our discretionary management service with Rob Jukes
 

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28 July 2021

Hear from our fund manager Sunil Thakor

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 the amount invested.

The opinions expressed are those of the fund managers listed above and are subject to market or economic changes. This material is not a recommendation, or intended to be relied upon as a forecast, research or advice. The views are not necessarily shared by other investment managers or by St. James’s Place Wealth Management.

 

What it means to be a client of CF Wealth

Investing in what matters

CF Wealth is a Partner Practice of St. James's Place Wealth Management.

We practise wealth management with purpose.

At CF Wealth, we are committed to helping you to achieve the best possible financial outcome, while maintaining accountability for the social and environmental impact in everything that we do.

Our goals are closely aligned to the UN’s Global Goals for Sustainable Development because we believe that every company, every employee and every client has a role to play in creating a more peaceful and prosperous future for people and for the planet.

About St. James's Place 

St. James’s Place Wealth Management Group is a FTSE-100 wealth management business that puts long-term relationships and advice that clients trust at the heart of everything we do. Since we started trading in 1992, we’ve grown rapidly to be the largest company in our sector in the UK, with over £135bn of client funds under management.

Because every client has different needs and aspirations, we offer personalised advice that covers financial, investment and tax planning, designed specifically for their lifestyle goals and stage of life.

 

With offices in Hong Kong, Singapore and across Mainland China, we are one of Asia's leading wealth management companies. For more information, please visit our website.

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The St. James’s Place approach to investment management only applies to St. James’s Place products.

*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group.

 

Important Notes

The events hosted by St. James's Place Wealth Management is general communication provided for informational purpose only. It should not be relied upon as financial advice and it does not constitute a recommendation, an offer or solicitation. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.

 

Please note that 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.

 

St. James’s Place (Hong Kong) Limited is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).


The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are the marketing terms used to describe St. James’s Place representatives.