A privately owned business founded in 1993, Crown Finance Holdings provides a personal, coordinated approach to wealth management.
Our knowledgeable team will weave your financial world together by creating a plan that will provide stability and security for many years to come.
Personalized service and attention to detail sets us apart from our competition and provides the confidence that your needs are put first. Clients put their trust in Crown Finance Holdings because they know our relationship is built for the long-term, not on individual transactions.
Crown Finance Holdings is an independent investment company, providing Investment Advisory and / or Investment Management Consulting services to institutional and private investors. We dedicate ourselves to providing our clients with integrated investment portfolio consulting services of the highest quality.
Our business is built upon solid and trusting relationships with our clients - relationships that are maintained through the highest ethical standards and the most sophisticated financial advice. We believe in providing sound financial guidance through thorough analysis, along with education on the risks and rewards of each investment.
Our fundamental goal is to always protect your investment principal while achieving a competitive rate of return.
Sound, intelligent investing requires knowledge, discipline and professional skills. Above all, we believe that adherence to investment disciplines is the key to successful investment results. We focus our skills and resources to provide our clients with the highest level of personalized services and custom solutions, while consistently applying proven financial disciplines.
Our team has the knowledge and experience to effectively manage every aspect of your finances. As fiduciaries, our goal is to be your long-term partner and provide advice based on your needs, not ours. We help coordinate various aspects of your finances and maintain ongoing relationships with attorneys, accountants and other professionals to ensure your investment decisions are made in conjunction with other financial decisions.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that we truly care about your financial goals and objectives. As your Financial Professionals, our goal is to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in your planning.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation, send us an email or give us a call at number +852 8179 9440.
Our unique approach allows our clients to determine their level of involvement, providing as much or as little consulting and updating as desired.
We help educate our clients so they have a general understanding of the financial markets and the economy. While not all of our clients choose to be active in making portfolio decisions, we believe it is important they maintain a broad understanding of their assets.
We help coordinate every aspect of our clients' finances and maintain ongoing relationships and communications with other team professionals. Investment decisions are made in conjunction with other financial decisions.
Our goal is to be our clients’ partner, someone who helps them achieve their goals now and in the future.
Every client’s objectives are different. We do not manage by "model" or one size fits all portfolios. We review existing assets for portfolio inclusion and ensure each recommendation is based on our clients' specific needs.
Since, we are not affiliated with any publicly held finance company, we provide advice based on your needs, not ours.