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Independent investment management

ClearWise Investment is an independent financial management firm focused on providing its global client base with a best-in-class investment management experience in line with their individual requirements and specific financial objectives. The company was developed on the understanding that investor preferences continue to transition away from larger institutional offerings towards the provision of a more customized investment management service.

Developing and maintaining strong, personal relationships with our clients is one of the many reasons why ClearWise Investment has become the provider of choice for its dynamic clientele. We work in partnership with each client under our care as together we seek to determine and realize a series of objectives that ultimately act as our measure of performance.

Understanding that investor preferences continue to evolve helps us to deliver personalized investment solutions that overcome the everyday challenges investors face under the current economic climate.

Custom financial solutions

As a company we are committed to achieving the best possible outcome for our clients. That is why we have become the wealth manager of choice for global private investors and institutions alike.

We continue to strengthen and develop our relationships with clients for heightened success and sustainable reward.

Experience and expertise

If not for decades of professional experience, we would not be the independent provider of choice that we are today. Through many years of building relationships and working closely with a diversified group of distinguished investors, we have been able to sustain a business philosophy that places emphasis on the long-term financial wellbeing of our clients.

Sustaining financial performance

What we have learnt after many years of managing personal and institutional wealth is that the key to a successful financial future is being able to adapt to the ever changing economic landscape. Our sharpened sense of perspective allows us to navigate the turns and rises of the market to better serve our clients. It is thanks to our proud history and untarnished reputation that clients and their families continue to place their faith in the capabilities of ClearWise Investment.

Our philosophy

Our Philosophy

Committed to your success

Leverage upon direct access to our highly skilled team of experienced investment managers who work tirelessly to go above and beyond the expectations of each client under our care.
Our Philosophy

Who we serve

Who We Serve

Global client base

Serving a distinguished group of private investors, their families and their businesses, as we work in partnership to deliver financial solutions targeted to their specific needs.
Who We Serve

Become our client

At ClearWise Investment we know there's no such thing as a "normal life". That is why our expert investment management services are tailored to fit the unique needs of our clients.

Whatever a client may be looking for, be that an investment opportunity as an individual, a trustee or as a global charity, we provide a bespoke experience that is suited to the client's individual preferences.

Become our client
Become a ClearWise Investment Client

Hong Kong

+852 5801 6769


+1 347 752 4274

Become Our Client

Account Application Process


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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