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Phone: +64 9 973 5888

Wealth Management Growing wealth through a dynamic portfolio of bespoke investment products. Corporate Finance Financial Services for mid-market companies Commercial Lending Quality financing for businesses Crown Money Multi-Currency Institutional Accounts & Custodial Services for Financial Services Companies

We Are Crown Financial Services…

Innovative Financial Solutions – Rooted in Deep Tradition

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WEALTH
MANAGEMENT

Boutique investment & private banking for wealthy investors & family offices.

CORPORATE SERVICES

Corporate advisory, exchange & compliance listings, and business sales.

COMMERCIAL LENDING

Customized business financing products and advisory services.

CROWN MONEY

Multi-Currency institutional accounts and custodial services for financial institutions.

CROWN GOLD

Purchasing, managing, storing, and leveraging gold and other precious metals.

Our Clients

From our base in New Zealand, our clients stretch around the globe.

Wealthy Investors & Family Offices

Our investors hail from more than 18 countries.

Local & International Companies

Mid-Market companies across the globe.

Financial Service Companies

Banks, Hedge Funds, Money Service Bureaus and Exchanges.

The CFS Leadership Team

Dedicated to growing wealth for our clients.
Marvin Yee
Marvin Yee
Managing Partner
James Evenson
James Evenson
Partner at Crown Private Limited
Kyle Gonzales
Kyle Gonzales
Director of Business Development

Portfolio

A sampling of some of the more than 60 companies in which we have invested.
Syndex
FinMkt
MarsBio
Sanguine BioScience
Minicircle
manukarx
APIMatic
Cooks Global Foods
Sheertex
Real Vision
CyberCom
Coinbase

Crown Financial Services Limited is a registered Financial Services Provider in New Zealand under the Financial Service Providers (Registration & Dispute Resolution) Act 2008. FSP number FSP359786CFS. CFS deals exclusively with wholesale investors. © 2020 All Rights Reserved

 

Disclaimer: The information contained in this website should be used as general information only. It does not take into account the objectives, financial situation or needs of any borrower or investor, or purport to be comprehensive or constitute lending or investment advice and should not be relied upon as such. You should consult a financial adviser to help you form your own opinion of the information, and on whether the information is suitable for your individual objectives and needs as a borrower or an investor. You should consult appropriate professional advisers on any legal, stamp duty, taxation and accounting implications of borrowing or making an investment. Crown Financial Services Limited and its subsidiaries and affiliates work exclusively with accredited and wholesale investors.