CIMB Wealth Advisors

CIMB Wealth Advisors was incorporated in 1990 and has since then grown into one of the largest retail distribution arms in the financial services industry with a dynamic sales force of about 4600 FiMM (formerly known as FMUTM) registered consultants and financial planners. CIMB Wealth Advisors offers investment and financial planning advisory services through the distribution of best of breed mutual funds and other innovative products across asset classes from reputable fund houses. We create value for customers through our work value of “forward thinking”. We do this by being able to anticipate customer investment needs with the best selection of innovative products and professional advice. Our philosophy is to create value for our customers; to enable our people to be true professional advisors; and to have integrity to speak and act honestly and sincerely to allow our customers to entrust their business to us. CIMB Wealth Advisors is a subsidiary of CIMB Group, housed under Group Asset Management. The synergy from the integration of the companies under the Group Asset Management brings together a powerful range of strengths that enable the development of innovative products distributed through multiple channels.

Laman web

http://www.cwealthadvisors.com.my

Pautan luaran untuk CIMB Wealth Advisors

Industri

Perkhidmatan Kewangan

Saiz syarikat

1 pekerja

Ibu pejabat

Petaling Jaya, Selangor

Jenis

Milik Persendirian

Ditubuhkan

1990

Pengkhususan

Unit Trust, Insurance, Estate Planning, Trust Nomination Service, Fund Management