STAY NIMBLE
STAY INVESTED
Licensed by Securities Commission Malaysia, CP Global Wealth Advisers Sdn Bhd (formerly
known as BH Global Advisers Sdn Bhd) has a strong presence in the local capital markets
since 2001.
As an investment advisory and research house, our aspiration is to share the
robust and proprietary insights with clients wherever they are in the investment process. We
offer a variety of solutions to meet clients’ needs, including acting as an outsourced
investment office. With high commitment to independence since the beginning, we are
motivated only by what is best for our clients. Our clients trust the experience, leadership
and integrity of our investment professionals.
About Us
CP Global Wealth Advisers Sdn Bhd is a Licensed Investment Advisory firm under Securities Commission Malaysia, offering a diverse range of strategies not limited to the local markets but also tailored to global perspective.
Brief History
Founded in 1994 as corporate vehicle mainly for business advisory services. In 2000, The Board decided to bring about the creation of a formal investment advisory company seeking to tap the growing opportunities available in both global and local capital markets.
The company was awarded the license of investment advice by Securities Commission of Malaysia in December 2001. In August 2023, the company name was officially changed to CP Global Wealth Advisers Sdn Bhd.
Meet the Team
With the licensed representatives and years of experience, we've got a well-seasoned team at the helm.
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Philosophy
Research
Investment research is of the
utmost importance to us.
We use both
fundamental and technical analysis in the process of screening for
investment or market opportunities. Our
research team combines disciplined, quantitative and qualitative
procedures to conduct risk-reward analysis
as well as to make investment recommendations
Alpha Generation
We strongly believe
investment alpha can be generated through asset selection and
actively managed strategies.
Having
fundamentally solid underlying investments as core assets and a dynamic
asset allocation approach enable us to extract additional returns with
lower risks as we fine-tune strategies according to changes in market
conditions.
Risk Management
Our objective is to
provide
value-added solutions for investors
seeking quality advice on their investment portfolios.
Identifying,
assessing, and managing potential
risk to our recommendation enables investors to enjoy hassle-free
services in the highly complex and
challenging new investment era.
Services
Investment Advisory
Our services cover investment planning, strategy formulation and portfolio designing for individuals, institutional investors and investment professionals. Custom made with both global and local needs, we employ a comprehensive list of investment tools ranging from equities, fixed income and commodity related assets. Our advisory services and research work are well received as the “outsourced solutions” for many fellow capital market practitioners running investment offices in the industry.
Non-Discretionary Portfolio Management
We offer non-discretionary portfolio management solutions for investors looking for more personalized services. Through this service, we assist clients to invest, review and rebalance the investment portfolios without having to take custody of their funds.
Contact Us
Thank you for showing interest in a career at CP Global Wealth Advisers Sdn. Bhd.
We currently do not have any vacancies, however, we are constantly expanding, and positions may become available in the future.
B-2-4 Megan Avenue 1, 189 Jalan Tun Razak, 50400 Kuala Lumpur, Malaysia
9am to 5.30pm Monday - Friday (By appointment only)
+603-2166 8896
+603-2166 8897