1. Please be advised that CFSG has revised its Terms and Conditions effective on 13 May 2024. The latest version is CFSG Terms & Conditions - Version 20.
2. Please be advised that CFSG has issued a notice on the adjustment of the U.S. Stock Trading Fee Rate and Settlement Cycle for US stocks on 20 May 2024. For more details, please click here.

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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

Establishment of Celestial Securities Limited

1998

First to develop online securities trading in HK

2000

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

2001

Establishment of Shanghai Office

2003

First HK broker to develop wealth management business

2004

Establishment of Shenzhen Office

2005

First to launch 3G trading platform

2008

First to launch 3D AI Broker, and listed on the Main Board of HKEx

2009

First to launch a financial SNS portal and set up the algorithmic trading business

2010

First HK broker to launch a one-stop iPhone app

2018

Obtained AMAC qualification to provide HK equity advisory services in China, and launched Alpha i mobile app

2019

Established Wealth Management Service Centre in Guangzhou

2021

Opening of HK Wealth Management Centre

2022

50th Anniversary and launch of public fund


Organisation Chart


Our Professional Teams

Daryl LAI

ED
MBA, BBA

Morton CHEUNG

CFO & ED
BBA, CPA

Bankee KWAN, BBS, JP

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

Jeffrey KWAN

Deputy CEO & ED
BA, MHKSI

Angela WONG

ED
EMBA, BA, CFA


Awards

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