About CIMB Wealth Advisors

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 more than 5000 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 wholly owned-subsidiary of the 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.

Building on CIMB Group’s solid foundation, CIMB Wealth Advisors has scaled new heights with its mutual funds and investment services. Embraced in a bigger entity, we have gained greater economies of scale and market concentration besides having increased our competitive advantage in the financial services industry.

Wecome Note....

Assalamualaikum and Hi to everybody!!!

It is great to see you surfing my wealth blog and I love to share all the information or anything about CIMB Wealth Advisors with YOU!!!My name is Mohd Syafali Izwan,one of the Agency Supervisor from Inspired Vision Agency.

I am grateful that I am in this industry with a fantastic Group Agency Manager,Puan Neng Hayati,or her nick in this virtual world is Neng Ali.I've linked her blog and my agency blog under the link site.Just click there and give her some goose bumps!!!Yeeeehhaaaarrr!!!

Since this is a Welcome Note from me,I hope all of you if you have any fantastic ideas to share with me regarding this blog,just drop your comments ya.I will reply to you as soon as possibe.

Last but not least,thank you for your support.