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Why we’ve changed our name

Articles 16 May 2022 5 minute read

If you know us and you’ve made it this far, you will be well aware that we have a new website.  This is actually just the tip of the iceberg.  We also have a new name, a new look and a new feel.  Which, on the basis that CF Wealth was working, may come as a bit of a surprise!

First a bit of history. For those of you not aware the CF in CF Wealth comes from a company I started in 2008 called Capstone Financial. In 2017 I left Capstone Financial to set up CF Wealth and together with Jason we grew CF Wealth and expanded into the UK before completing the acquisition of Capstone Financial last year.

Capstone Financial stood for client-focused integrity-driven advice, CF Wealth went further to include sustainability but we didn’t want to stop there. So after the acquisition of Capstone Financial, we wanted a fresh start with a new name and a brand that represented what we stand for today and the positive impact we hope to have in the future, on our clients and the planet.

Horizon Private Wealth

Through this rebrand, we hope to take the conversation even further and talk about what we believe really matters to our clients. It’s not enough to just offer client-focused integrity-driven advice, in fact, we believe that is the minimum standard and should really be a given. Sustainable investing shouldn’t be a marketing tool or a choice, it should be business as normal.

The world has never been more connected nor more disconnected from what really matters. We believe that is not how we really want to live.  We all have a desire to reconnect with the world and those around us in a more meaningful way to live with more joy and happiness. And we don’t believe investing should be any different.

Investing shouldn’t be a zero-sum game. It should be a positive experience and if done right there should be no losers.

For us, Horizon Private Wealth is about looking towards the horizon and imagining a world we want to live in. The hot air balloon in our logo and the brand imagery is based on getting up above the noise to get a better perspective, a better view, and to reconnect with the world and realise that it is less about what is happening today and more about where you want to go. And thinking about what changes we can make today, to help get us there.

It represents that we are all on a journey, an endless journey towards the horizon, and the future is not a destination but what we do along the way and as we improve and do better there will always be more that we can do. A constant journey of self-reflection and improvement. An understanding that we can never reach the horizon but we can do good along the way.

And when we look back, it won’t be about how much money we made but the lives we have impacted that we will be most proud of. But at Horizon we don’t believe you have to sacrifice one for the other. You can create wealth, achieve your ambitious goals and also have a positive impact.

Horizon Private Wealth is about leading with our values. Thinking about the real cost of an investment as the cost to the world (People and Planet). And thinking about how we can rise, where no one has to fall.

An horizon of endless possibilities.

For our existing clients, this is business as usual but we hope we can inspire you to think more about your investments and reconnect with how they contribute to issues playing out around the world.  If you are new to Horizon, I hope that what you see is what you’ll get.  A wealth manager that cares.

Get in touch to find out more

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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