IMPORTANT NOTES: With effective from 1 Dec 2022, the interest rate of HKD outstanding balance of securities accounts will be adjusted. Click Here to view the updated fee schedule

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Our Services

Discretionary Account Management Services

Based on individual risk-tolerance levels and return objectives of clients, CASH Asset Management has completed discretion to manage their portfolios and make investment decisions on behalf of them. Extensive investment experience and in-depth market research enable us to achieve the highest returns in the fast-changing investment environment, allowing clients for a carefree investment.


Why Choose Us


Specialisation

Accumulated expertise of capitalising on the high-growth potential of the China and Global markets

Personalisation

Develop tailor-made portfolios according to needs and objectives of individual clients

Flexibility

Review and rebalance client's portfolios regularly in response to market swings and client's needs. Clients can also enjoy withdrawal flexibility

Transparency

Clients can monitor their portfolios via online platform and monthly statements


Investment Plan

Prime Value Choice Plan

Minimum Initial Amount: HK$5,000,000 or stock of equivalent value1
Management Fee: 2% per annum2
Performance Fee: 20% on net profit per annum
Securities Brokerage Commission: 0.25%3
Redemption Period: No time restriction


1. Upon valuation at CASH Asset Management's sole discretion
2. 2% per annum of the Net Asset Value
3. Securities trading service is provided by Celestial Securities Limited

Customer Service



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

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

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