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Contact Us: +6010 209 3299     Email: enquiry@harveston.com.my

2009
  • Established at Klang under GVFA
  • Fully Financial Adviser and Capital Markets Services Licensed Practices
  • With 4 Advisers
2010
  • CUTA Licensed
  • Offer Full Fledged Wealth Management Services
  • Office at Megan Avenue KL
  • With 10 Advisers
2011
  • CPRA Licensed
  • Office Expansion to Surian Damansara
  • With 20 Advisers
2012
  • Providing Offshore Solutions
  • Practice Discretionary Mandate Investment Portfolio
  • Top PRS Distributor Award under Hwang DBS
  • With 35 Advisers
2013
  • Harveston Era via Management Buy Out
  • New Office Setup at Oasis Square
  • Rockwills Rising Star Award
  • 6 International Dragon Awardees
  • AUM Exceeded RM 100 million
  • With 50 Advisers
2014
  • Platinum Award Winner with 12 International Dragon Awardees
  • Handard International Asia Pacific 2nd Runner Up
  • AUM Exceeded RM 150 million
  • With 65 Advisers
2015
  • Implement TWP-Total Wealth Planning Process
  • New Risk Management Division Set Up
  • Platinum Award Winner of Internationa Dragon Award
  • Hansard International ASEAN 1st Runner Up Distributors Award
  • AUM Exceeded RM 210 million
2016
  • SinChew SME Business Excellence Award Winner
  • Collaboration with YYC & Co. by forming YYC Harveston to offer Corporate Wealth Management Services
  • Platinum Award Winner of International Dragon Award
  • Hansard International ASEAN 1st Runner Up Distribution Award
  • AUM Exceeded RM 300 million
2017
  • SinChew SME Business Excellence Award Winner
  • CIA 500 Award 第一届世界华人保险500强团队
  • Platinum Award Winner of International Dragon Award
  • AUM Exceeded RM 300 million
2018
  • Family Wealth Management Expert of the Year Malaysia 2018
  • CIA 500 Award 第二届世界华人保险500强团队
  • Organised the Malaysia First Integrated Holistic Wealth Management Conference by an Independent Financial Advisory Firm