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.
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
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
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
