CFS Management was established in 1994 and is a brand under CFS Management Ltd, headquartered in London, UK, and regulated by the Financial Conduct Authority (FCA) of the UK.
CFS Management's business segments include investment management, wealth management, and alternative asset class advice. Its clients are individual, professional, intermediary, and corporate investors.
In terms of investment management, CFS Management offers a variety of services, including advisory, execution-only, discretionary management, as well as wealth management services. CFS Management provides investment account services to individuals and companies, and trading account services to asset management companies, investment funds, and single and multi-family offices.
Wealth management is a key area for CFS Management. It provides confidential, professional, independent, and tailored advice to clients through relationships built on long-term trust. It preserves and accumulates international capital assets through customized solutions based on diversification, asset allocation, and financial planning.
CFS Management also offers investment and tax advice, assisting with investment management using top-down and bottom-up investment strategies, while considering client preferences. It ensures that all clients' capital and assets are within a financial plan to achieve both long-term and short-term goals. Personalized strategies are developed according to clients' goals, market expectations, and risk tolerance, with assets allocated through active and passive or single-line holding methods.
Additionally, CFS Management provides advice on alternative asset classes. The service range includes, but is not limited to, private equity, venture capital, trade finance assets, distressed asset investments, fine wine, art, and precious metals.
The team at CFS Management consists of internal and external experts in wealth building and planning, corporate and private financing, private equity and alternative investments, investment consulting, fund management, and legal assistance.