January 06,2009

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Crosby Asset Management > Our Businesses > Crosby Wealth Management
Crosby Wealth Management
Celene P. Loo
Crosby Fund Management
Crosby Forsyth
Crosby Pakistan

Crosby Wealth Management

Crosby Wealth Management ("CWM") is a joint venture between Crosby Asset Management and the CWM management team, CWM was launched in May 2005. Johnny chan is the CEO of CWM. Ms. Celene Loo serves as both Vice Chairman and Group Managing Director. Unlike most other private client services operations within bulge bracket investment banks or commercial banks, CWM offers independent investment advice and products, while leveraging the infrastructure and client contacts of Crosby Asset Management. CWM operates in conjunction with Credit Suisse Financial Services, which provides safe custody for its clients' assets.

 

By providing a high quality service and independent investment advice, combined with the security of a major Swiss bank, Crosby Wealth Management represents a unique proposition for its clients.

 

Crosby Wealth Management provides an overview on the Asian markets with an in-depth focus and immediacy which is not otherwise readily available to the retail investor. In addition to the products, research and trading facilities of Credit Suisse, it maintains its own market information desk in Hong Kong. This sustains active connections with the major brokerage houses and investment banks. Because it is essentially free from conflicts with corporate banking operations, Crosby Wealth Management is able to provide truly impartial advice to its clients.

 

For Crosby Wealth Management, service is a primary focus in all respects. The group only employs experienced private bankers with well-established and proven track records, who represent the Company to the highest standards. Additionally, Crosby Wealth Management's clients are always kept fully involved with their investment decisions. This close and personal interaction builds a strong relationship and understanding of their investment objectives and risk appetite. This ensures that their time is not wasted looking at inappropriate investments.

 

 

Profile of Ms Celene P. Loo

 



 
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