In view of the spread of the novel coronavirus in Hong Kong community, the counter services at Headquarter will be temporarily suspended. For any enquiries please kindly contact us at (852)2663-8888 or hotline@cfsg.com.hk or WhatsApp 852-98891968 for assistance; Online services (including account opening service) will remain as usual. The arrangement will be continue until 11 August 2020. We are sorry for the inconvenience and will provide updates accordingly.
Following the special work arrangement announced by the Government on 19 July 2020, there is a special arrangement for postal services from 20 to 26 July 2020 and receiving the paper statement by post may have some delays. To avoid any delay, please apply our e-statement service. We are sorry for the inconvenience and will provide updates accordingly.

icon

Our Services

CASH Portfolio Management Services

CASH Portfolio Management Services (CPMS) is a sophisticated portfolio management service. Our portfolio management team has completed discretion to manage customers’ portfolios. Based on individual financial goals and risk-tolerances levels, we select investment products from multiple asset classes. Discretionary management allows us to effectively and quickly react to market opportunities and risks. Our goal is to achieve long-term capital growth while maintaining a balance between risk and reward.




Why Choose Us


Professional Team

Our professional team members include Chartered Financial Analysts (CFA), Certified Financial Planners (CFPcm), etc., who have extensive experiences in market research, economic analysis and portfolio management.

Comprehensive Market Research

Our portfolio management team conducts a quantitative and qualitative analysis of each market and asset class regularly to make the most appropriate investment decisions for customers.

Outstanding Active Management

To bring the highest potential returns for customers, a diversified and consistent investment strategy is adopted by the dynamic allocation of emerging markets and mature markets, long-term and short-term funds, and international and district bonds.

Rapid Reaction to Changing Market

When facing volatile market conditions, the portfolio management team can make prompt investment decisions to avoid risk and capture investment opportunity, thus keeping the profit.

Excellent Risk Management

To diversify risk, the portfolio management team develops diversified portfolios across various asset classes, and controls the portfolio volatility properly with continuous monitoring.

24-Hour Online Monitoring

Clients can monitor their portfolios and investment performance anytime and anywhere, via our online portfolio platform.


Customer Service



 Hong Kong:(852) 2663 8888
       China:(86) 400 6088 498

 hotline@cfsg.com.hk
 WhatsApp:(852) 9889 1968

More Contact Info >
FAQ >

Send Us a Message

Please leave your contact information, our financial consultant will get back to you as soon as possible.


You May Also Be Interested In