About CFS

We Are Crown Financial Services…

A boutique investment bank that specializes in bespoke financial solutions for high-net-worth individuals,family offices and closely held businesses globally.

THE CROWN STORY

We started Crown Financial Services in 2000 with the specific intent to be an Asia Pacific wide bank providing both traditional and innovative banking solutions for the mid-market.

As we grew our network of clients throughout the region, we recognized that CFS would not be limited to Asia Pacific.

Our team of bankers and fund managers bring expertise from throughout the world and deep understanding of the fast changing modern business playing field.

We began in New Zealand and have since established offices in Australia, Singapore, Malaysia and the United States. We are also deeply rooted in Europe and throughout Asia.

CFS has partners and affiliates in multiple countries including developed, emerging and frontier markets.

TRUST

Crown Financial Services Limited is a Registered Financial Service Provider in New Zealand

(Under the Financial Service Providers (Registration & Dispute Resolution) Act 2008. FSP number FSP359786CFS)

Crown Subsidiaries

We have built a portfolio of companies that appropriately serve specific markets

CFS Bridge Finance

World Class Events by Obris

The Global Investor

Obris by Crown Private

A LEADER AMONGST BRIDGING LOAN COMPANIES

INTERESTING PEOPLE, INCOMPARABLE LOCATIONS & BESPOKE DEALS

THE WORLD’S MOST DISRUPTIVE & INNOVATIVE OPPORTUNITIES

FREEDOM, WEALTH, ADVENTURE & CONNECTION

For short-term commercial lending, bridge finance and debt financing in New Zealand

Gathering accomplished investors for exceptional events around the world.

Newsletters, podcasts & sector deep dives to educate, inform and inspire.

A membership syndicate for high-net-worth investors & family offices.

The CFS Leadership Team

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