Significant wealth brings complexity. A CFA® charterholder is trained to manage that complexity with precision, discretion, and a global view - underpinned by a code of ethics recognized across the investment profession.
Hiring a CFA charterholder to manage your wealth means you are choosing someone who has completed over 1,000 hours of rigorous study, passed a multi-level exam, and accumulated years of professional experience. Fewer than one in five candidates earn the charter – a signal of their discipline, intellect, and resilience. This selectivity ensures you’re working with someone who brings proven skill, sound judgment, and a commitment to your financial success.
CFA charterholders are trained in portfolio management, risk analysis, financial modeling, and valuation. Whether your needs include managing concentrated stock positions, alternative investments, private equity, or trust structures, or multi-generational planning, they apply their deep understanding of how markets work and a disciplined, research-driven approach to optimize performance and manage risk.
Charterholders adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct. Their decisions are guided by transparency, accountability, and fiduciary duty - ensuring your interests come first. This ethical foundation fosters lasting trust, essential for long-term wealth stewardship.
With a deep understanding of international markets and regulatory environments, CFA charterholders are equipped to manage globally diversified portfolios.
Their connection to a global network of practitioners ensures access to timely insights and best practices for managing cross-border portfolios, offshore structures, and regional exposure through the worldwide CFA Society® network.
Explore how AI and machine learning are transforming asset management with insights from leading practitioners and CFA Institute experts.
Hong Kong SAR has reasserted itself as the offshore gateway for Chinese Mainland firms, but with that dominance comes heavy exposure to its economy.
This report explores how continuation funds provide liquidity in sluggish private markets, examining their growth, benefits, and the conflicts of interest they present.
