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Wealth. Creating Value Today.
For A Sustainable Tomorrow.
Growing, preserving and passing wealth on from one generation to the next is both a delicate art and science.
At CGS-CIMB Private Wealth, our mission is to help you enhance, manage and preserve your wealth – and leave a lasting legacy for generations to come. As your trusted partner in Wealth Management, we are always here to meet your financial needs for a sustainable tomorrow. Leveraging a holistic suite of investment products, backed by award-winning research, refine the goals you wish to achieve for your loved ones, knowing that we have your best interests at heart.
Wealth.
Founded On Trust.
Behind the sleek walls of our office is a dedicated team of Investment Specialists and Research Analysts who are always looking at your needs as a whole. Get up-to-date advice and tailored wealth solutions that are backed by insightful research analysis to help you make wiser investment decisions to future-proof your visions of a better tomorrow, starting today. Plus, enjoy lifestyle privileges like never before.
According to research firm Refinitiv, a whooping 80% of consumers are more likely to do business with an organisation that offers a personalised experience.
Wealth.
Tomorrow Starts Today.
Wealth alone means many things to different people. The ability to meet your financial obligations, to sustain your lifestyle, to care for your loved ones or to help others live out meaningful lives. At CGS-CIMB Private Wealth, we define wealth as a trusted long-term partnership with us to help you achieve your goals to future-proof your vision of a sustainable future.
Find out more about our products and services:
Equities are one of the most widely traded investments and have historically outperformed most other investments over the long run. Investors can benefit from potential capital gains and dividend pay-outs.
Trade stocks and shares listed in 33 exchanges on our online platform – CGS-CIMB iTrade provides clients direct access to 8 exchanges - namely SGX, Bursa, HKEX, Nasdaq, NYSE, AMEX, SET and IDX.
We take pride in providing one of the most comprehensive research coverage in Asia. With more than 70 analysts based in eight countries in Asia, we cover over 800 stocks in the region, ranging from small-to-mid-cap companies to your familiar blue-chip stocks.
Mutual funds provide an avenue for clients to pool investors’ money in a registered fund. This fund is then managed by a professional fund manager to meet its portfolio objectives.
Clients, who wish to grow their wealth or gain some external source of income but have limited resources to do so, may invest in mutual funds for an ease of mind. This investment vehicle gives retail investors access to a variety of investment instruments such as equities, bonds and other local and foreign assets.
Invest in sustainability with our ESG-focused research. Our ESG ratings encourage well-rounded portfolio decisions that offer stellar potential profits, while advancing sustainability for all.
A Sustainable Tomorrow Starts Today.
Our team will only use your information to contact you regarding the products and services. Your information will not be shared with any third parties.
Connect with us here
For enquiries please contact: 1800 538 9889 or +65 6538 9889
