• ClearWise Investment

    ClearWise Investment

    An independent provider of alternative investment management services dedicated to providing best-in-class financial solutions to a global client based comprised of individuals, families and institutions.

  • Targeted Investment Management

    Targeted Investment Management

    Investment management services targeted around client specific objectives in pursuit of delivering favorable outcomes irrespective of market conditions.

  • Discretionary investment services

    Discretionary investment services

    Leverage upon our expertise through discretionary investment management arrangements providing you with comfort in the knowledge that your assets are working towards achieving your financial aspirations.

ClearWise Investment Alternative Investment Management

ClearWise Investment is a leading provider of wealth management services and alternative investment solutions. Through our office locations in New York and Hong Kong, we serve a global client base comprised of private investors, their families, businesses and institutions.

We provide access to institutional and third party fund solutions as we deliver custom services to meet the specific objectives of each client under our care. Our robust, highly diversified suite of financial management services is designed to maximize the performance of wealth as we seek to preserve value in line with economic conditions and individual investor preferences.

  • Discretionary Portfolio Mandates
  • Investment Advisory Services
  • Comprehensive Wealth Planning
  • Discretionary portfolio mandates

    By entrusting ClearWise Investment with the responsibility of managing your wealth, you can relieve yourself from the day-to-day burden of proactive asset management.

    Our discretionary mandate offering enables you to utilize your time for more meaningful personal and professional purposes.

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  • Investment advisory services

    Helping sophisticated investors to navigate the investment landscape as we balance asset allocation strategies with recommendations in line with client-specific investment preferences.

    Discover how we can provide access to a range of fixed income, equity and alternative investment solutions as you seek to realize your financial potential.

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  • Comprehensive wealth planning

    Preserving the value of accumulated wealth as we structure your wealth through the stages of life to ensure that your daily requirements and life-long aspirations are met.

    By consolidating your financial affairs into a single wealth solution, you develop a vision of what the future holds as you plan to maintain a lifestyle of comfort.

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Adapting to your needs as economic conditions evolve

Making the most of your wealth

Services & Solutions

Investment management services helping you to overcome the challenges faced under the current economic climate.
Our Services & Solutions

Investment excellence

Investment Excellence

Discover a modern approach to investment management as experience meets research to deliver contemporary solutions.
Our Investment Excellence

Putting your needs first

Putting Client Needs First

Committed to client satisfaction by delivering an experience based on performance and best-in-class service standards.
The Client Experience

Alternative Investments

Gain access to institutional level investments alternative to those typically considered 'traditional'.

ClearWise Investment presents a number of alternative investment solutions for investors with a specific appetite for private equity and pre-ipo positions.

ClearWise Investment's alternative investment solutions deliver risk-adjusted exposure to asset-based, private equity, pre-market placements and real estate investment trusts.

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Hong Kong
1504-1507, 15/F
East Exchange Tower
38-40 Leighton Road
Causeway Bay, Hong Kong
+852 5801 6769
+852 5801 6770

United States of America
445 Park Ave.
Suite 1800-1804
New York, NY 10022
United States of America
+1 347 752 4274
+1 347 752 4275

This Website and the published content is presented by ClearWise Investment. ClearWise Investment is authorised and regulated by The Commerce and Economic Development Bureau of the Hong Kong Special Administrative Region. ClearWise Investment is registered under company number 'Cr. 0301906'.

This Website and all information published on it is intended to provide information on the services available at ClearWise Investment. The content should not be interpreted as an offer to buy or sell or does not solicit an invitation to buy or sell investment securities and does not constitute investment advice or deliver bias on the merits and suitability of investment performance. Please note that the value of investments and the income derived from their performance may fluctuate. Investments may not hold their principle value and may return with less value than originally invested. Past performance is no guarantee of future performance. Currency movements may also have an effect on the value of overseas investments.

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