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About CFSG

CASH Financial Services Group (“CFSG”; SEHK: 510), the holding company of CASH Wealth Management Limited and Celestial Securities Limited, has been providing wealth management, securities and futures brokerage services since 1972. CFSG is one of few full-licensed Hong Kong financial services institutions currently holding SFC Type 1, 2, 4 and 9 licenses. Providing comprehensive financial and wealth management services, CFSG is also a licensed money lender in Hong Kong, a licensed insurance broker registered by the Hong Kong Insurance Authority, a licensed trust or company service provider, and a principal intermediary registered by the Hong Kong Mandatory Provident Fund Authority.

A comprehensive range of financial products

We offer a comprehensive range of financial products and services catering to the investment and wealth management needs of clients.

Offering mid to long-term investment products

The Wealth Management division offers mid to long-term investment products to serve the various investment and financial planning needs of our clients.

One-stop asset management services

Our Asset Management division provides one-stop asset management services for corporate and individual clients to achieve the highest returns in a fast-changing investment environment.

Leading the FinTech market

We have been leading the FinTech market by reinforcing our tech-driven trading services and platform.

Premier brokerages

We operate one of Hong Kong's premier securities and commodities brokerages.

Technology.Innovating for the Future

As a leading technology-focused financial services provider, coupled with the professional human talents, CFSG is committed to operating the state-of-the-art trading platform with the highest level of security for clients to trade anytime, anywhere, and borderless.

1972

Securities business established

1998

First to develop online securities trading in HK

2000

● First financial company in HK to collaborate with Microsoft
● Successfully listed on the GEM board of HKEx

2003

First HK broker to develop wealth management business

2004

ARTAR, one of Saudi Arabia’s top 10 investment groups, becomes our second largest shareholder

2005

First to launch 3G trading platform

2008

● First to launch 3D AI Broker
● Successfully listed on the Main Board of HKEx

2009

First HK broker to build an Algorithmic Trading team

2018

● Obtained a place in the first batch of Hong Kong-owned financial institutions approved by AMAC for HK stock advisory services
● Launched Alpha i mobile trading app

2019

Established Wealth Management Service Centre in Guangzhou


Organisation Chart


Our Professional Teams

Angela WONG

ED & Head of Business
EMBA, CFA

Alpha CHAN

COO & ED
BA, CFA

Bankee KWAN, JP

Chairman & CEO
DBA (Hon), MBA, BBA, FFA, FHKSI, CPM(HK), FHKIM

Jeffrey KWAN

Deputy CEO & ED
BA, MHKSI

Trevor LAW

Deputy CFO & ED
MSc, BSc, CPA (Aus)


Awards

Well-known for our innovation and quality services, CFSG receives awards across the industries that recognize the Group’s achievements.