CIMB-Principal Asset Management Berhad (CIMB-Principal) is a premier asset management company with regional investment capabilities. Established in 1995, it is one of the largest asset management companies in Malaysia with regional footprint covering Singapore, Indonesia and Thailand.
CIMB-Principal is jointly owned by CIMB Group, one of Southeast Asia’s leading universal banking groups; and The Principal Financial Group, U.S.A., a NYSE-listed global financial service company and a leading Fortune 500 company.
CWA (formerly CIMB Wealth Advisors Bhd) is a wealth management and product distribution arm of CIMB-Principal Asset Management Bhd. CWA helps to ‘Create, Protect, and Preserve’ wealth via a multi-product platform that integrates the distribution of unit trust funds together with protection plans, trust nomination and estate planning solutions, both conventional and shariah-compliant. Through this holistic approach and its strategic alliances with reputable partners, CWA’s range of products and services are tailored to suite everyone’s needs.
CIMB-Principal holds a CMSL to carry on the business of Financial Planning. Equipped with financial advisors who are cream of the top in the industry, we strive to give you peace of mind through the practice of holistic, multi-disciplinary approach that caters to your unique financial needs and priorities.
Our Competitive Edge
Strength in Resources
You can count on us to support you with dependable administrative services such as easy to read statements, timely and consistent update on market sentiments, accurate report generation and confidential record keeping. We strive to provide our clients with the best service and you will be invited to seminars and workshops of different interesting topics that we organized from time to time.
Strength in Solutions
The use of an award-winning financial planning methodology couple with strategic alliances with partners of different discipline, we are able to serve you with a holistic, highly customized and integrated financial plan that comes with exemplary personal service.
Strength in Technology
We have invested in a proprietary and sophisticated financial planning tool to help financial advisors strategize financial initiatives that best benefit the client’s needs. The use of this tool in addition to a comprehensive backend support, we are able to deliver holistic wealth advisory services to our clients.
Strength of the CIMB Group
As Part of CIMB Group
We aspire to be South East Asia’s Most Valued Universal Bank, to create value for our customers through forward thinking. This means continuously anticipating the future needs of all customers and identifying emerging opportunities that address those needs, all with the aim of creating real value for our customers.