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CIMB Wealth Advisors

Financial Services

Overview

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.

EMPLOYEES

1 employee

FOUNDED

1990

HQ

Petaling Jaya, Selangor

TYPE

Privately Held

Location

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Social media

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FAQ

What is the company name?

cwealthadvisors.com.my is the website of CIMB Wealth Advisors.

What is the industry of the company?

CIMB Wealth Advisors (cwealthadvisors.com.my) is in the Financial Services industry.

What products and services does the company offer?

CIMB Wealth Advisors (cwealthadvisors.com.my) lists these specialties: Unit Trust, Insurance, Estate Planning, Trust Nomination Service, and Fund Management.

When was the company founded?

CIMB Wealth Advisors (cwealthadvisors.com.my) was founded in 1990.

How many employees does the company have?

CIMB Wealth Advisors (cwealthadvisors.com.my) has 1 employee.

What is the company type?

The company type of CIMB Wealth Advisors (cwealthadvisors.com.my) is Privately Held.

Where is the company headquartered?

CIMB Wealth Advisors (cwealthadvisors.com.my) is headquartered in Petaling Jaya, Selangor.

What are the social media accounts of the company?

The social media account of CIMB Wealth Advisors (cwealthadvisors.com.my) is LinkedIn.

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