Crown Financial Services



Crown Financial Services is a mid-market focused Investment Fund.

We specialize in Private Equity Investing, Corporate Finance Advisory, Fund Management, Fund Advisement, and Listing on Australia and New Zealand exchanges. To learn more about the services we provide, please turn to our Financial Services pages, or contact us.
With offices in New Zealand, Australia, Singapore, Malaysia and the United States, we are active throughout the Asia Pacific region.
Our investment banking and corporate finance advisement extent well beyond the region to most developed and emerging markets of the world.




Managing Partner

Marvin Yee is an Auckland based business man with numerous interests in private and public companies. His areas of expertise include leveraged buyouts, management buyouts and private equity. His investment experience includes technology, fintech, medtech and the crafting of financial instruments.

Marvin is also a partner in Crown Private, a global investment syndicate with investments in over 40 companies and investor members from 18 countries.

Marvin is the Founder and Director of CyberCom Global Limited, a consolidated technology group which includes payment gateways and ISP services. CyberCom is presently in New Zealand, Malaysia and Singapore.

Marvin sits on a number of boards in New Zealand, Australia, the United States, Malaysia and Singapore.

A graduate of Auckland and Massey University, he has an MBA specializing in accounting and finance and a BA in politics.

He was the past Chairman of the New Zealand Young Professionals and past President of the Rotary Club of Birkenhead. He is also a member of the New Zealand Institute of Directors.



Partner of Crown Private Limited

James is a director at Crown Private. His expertise includes M&A, restructuring, strategic management and orchestrating leveraged growth. His successes range from start-ups to billion dollar companies. His sector expertise includes mining, energy, global supply chain and automotive. His greatest strengths are in emerging and frontier markets.

After restructuring and acquiring companies for the AES Corporation in several countries, James went on to develop multiple privately held companies as principal, partner, investor and advisor. He has also donated his expertise to turnaround a variety of not for profit enterprises.

James earned a Master of Arts at the University of British Columbia’s Regent College, and a Bachelor of Science from Portland State University. He holds an Honorary Doctorate from the Kazakh American Free University (KAFU), which he helped create during the early 1990s. He currently serves as Executive Vice President and Adjunct Professor of Strategic Management at KAFU.

Working around the world for the past 29 years has given James great insight and competence in many settings. In grad school, he was known as the guy who could parachute out of a plane above any country and find his way to success. While he has yet to jump out of a plane, he has been fortunate to call multiple countries home, and he thrives in many others.

When things go wrong, James is the person you want on speed dial. He turns chaos into beauty, solves deep and complex problems, and makes things work when no one else can. He relies on deep intuition, thorough investigation, analysis and synthesis, and not giving up. He is equally driven by the values of integrity, trust, risk taking and fun.



Olga has graduated in 2016 with Diploma in Business (with stands in Management) Level 7 and has 3 years experience in providing support to legal, compliance and accounting teams as well as to senior management. In 2018 she joined CFS assisting with various administrative and Membership service tasks such as communicating with investors, answering inbound phone calls and inquiries and organising domestic and overseas meeting of investors and shareholders.



Crown Financial Services was formed in 2000 with a specific intent to be an Asia Pacific wide bank providing both traditional and innovative solutions for the mid-market. In a fast changing world we help business and investors achieve higher value outcomes by staying ahead of the curve on our thinking patterns.
Our team of bankers bring expertise from throughout the world and deep understanding of the fast changing modern business playing field. 
Our clients include listed and private corporate entities, private equity funds, high growth entrepreneurial companies and public sector organizations.
We began in New Zealand and have since established offices in Australia, Singapore and Malaysia. We are currently establishing our United States office. CFS has partners and affiliates in multiple other countries including developed, emerging and frontier markets.

Our Affiliates 

Obris Global Investment Syndicate
Obris is an exclusive and private network of individual investors and family offices dedicated to growing their wealth exponentially by investing in a diversified portfolio of investment opportunities.
Founded in 2012 by partners from the opposite ends of the globe Obris empowers its members to co-invest with the principals, self-directing their portfolio as they see fit, while utilizing Obris’ formidable global network and resources.
Thanks to Obris’ unique structure and bespoken nature, it has proven to be unparalleled vehicle for advanced global networking and relationship building.


Crown Private Limited
In 2016, we introduced Crown Private Limited, a private fund which provides banking, investment and other financial services to individuals and family trust with sizable assets.
Through CPL, we also offer the Obris Global Investment Syndicate, a private global network of investors.



New Zealand – Australia – Malaysia – Singapore – United States


Crown Financial Services
Level 5, 17 Albert Street
Auckland Central 1010

T: +64 9 973 5888
F: +64 9 309 8298

Obris by Crown Private


Level 39, 2 Park Street
Sydney CBD
New South Wales 2000

Suite 33-01, 33rd Floor
Menara Keck Seng, 203 Jalan Bukit Bintang
Kuala Lumpur, 57000

20 Maxwell Road #09-17
Maxwell House, 069113