top of page

about cf&e investments group.

CF&E Investments Group ("CF&E") is a boutique investment management firm dedicated to serving accredited investors. Our mission is to deliver compelling investment results for our clients over the long term, a commitment that remains at the heart of our operations today. This commitment is driven by a culture of deep fundamental research, a relentless pursuit of investment insights, and continuous innovation, all facilitated by the free exchange of ideas within our organization.

 

As a private, independent, and employee-owned investment manager, CF&E aligns its structure with the long-term interests of our clients. We operate without public shareholders or competing business lines that could distract us from our core mission. Furthermore, our employees are invested alongside our clients, with 100% of deferred cash compensation directly linked to team and firm strategies, ensuring that we are genuinely in this together.

 

With offices throughout Asia, CF&E manages a diverse range of investment strategies, including Private Equity and Real Assets Strategies. Our firm has cultivated a diverse team of professionals who share a common commitment to achieving outstanding client outcomes and maintaining investment excellence. This collaborative spirit drives our success and reinforces our dedication to serving our clients’ best interests.

CF&E's motto is "Esse Quam Videri" is a
Latin phrase meaning "To be, rather than to seem."

4

Locations

29%

Continuous Growth
CAGR as of 2024

A+

Excellent Financial Stability

100%

Net Fund Returns

CF&E Investments Group is dedicated to providing tailored investment solutions across various asset classes and strategies to meet the unique needs of our clients. Our experienced investment advisors leverage their expertise to deliver market-leading performance and ensure client satisfaction excellence.

private equity and real assets strategies.

our value.

Commitment to Excellence

PEOPLE FIRST

We strive to build mutually beneficial relationships on foundations of solid trust and communication with our various stakeholders.

EXCELLENCE

In everything we do, we will maintain the highest standards – our standards. “Plus One” service will be commonplace from the routine and tactical to the strategic and long-term oriented. Every action will be pursued with excellence.

ACCOUNTABILITY

We believe that true accountability comes first from the individual (internal accountability) and then from the organization as represented by our superiors, peers, and direct reports (external accountability). We take ownership of our responsibilities while maintaining open communication, admitting fault and asking for help when needed whereby we create mutual accountability.

CLARITY

We have the awareness and ability to understand and accept the feelings of others and treat them with respect and compassion. This includes our responsibility to communicate candidly and constructively in a timely fashion while maintaining dignity.

ENGAGEMENT

Of our time, talents, and resources, we are generous and committed to improving the wellbeing of our neighbors, locally and globally. We encourage our team to take advantage of our culture that includes family and community focus, flexibility, and fun. We understand and respect the importance of healthy lives, seeking to promote them both internally and externally.

our commitment to fair dealing.

 

At CF&E, our CEO and senior management are fully committed to achieving fair dealing outcomes for all our customers. As an investment institution rooted in Asia, we are deeply dedicated to building strong relationships and consistently doing what is right for our customers.

 

In line with this commitment, we strive to:

 

  • Offer only products and services that are suitable for our customers’ needs; 

  • Ensure our sales staff are well-trained, knowledgeable, and equipped to provide accurate, high-quality information; 

  • Maintain transparency and keep our customers fully informed at every step; 

  • Be responsive and attentive to customer needs, addressing complaints promptly and effectively.

​

CF&E has taken proactive measures to embed fair dealing into our investment practices. These include:

 

  • Strengthening our sales process through enhanced fact-finding, clearer risk disclosures, and additional customer-product suitability checks; 

  • Increasing training efforts and regularly testing staff to ensure a high level of product knowledge and service capability; 

  • Maintaining a balanced scorecard approach in staff remuneration, factoring in the quality of advisory processes and customer satisfaction.

 

CF&E remains committed to implementing best practices that uphold the high standards expected of a leading investment institution in Asia.

bottom of page