Asset Allocation Policy

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Strategic asset allocation

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Utilizing a bespoke approach to the allocation of assets, ClearWise Investment portfolios are developed under the specific consideration of each client under our care.

Based on a number of factors making up a unique client investment profile, assets are allocated with expectation and performance at the heart of our decision making process.

Adjusting risk for optimized returns

In pursuit of sustaining a positive client experience, we work closely with each client as we seek to determine a number of important factors that ultimately forms a foundation by which allocations are made. Identifying client specific investment objectives, attitudes towards risk and performance expectations in line with time horizons, have a significant bearing on the shape of a portfolio and the allocation of assets. Whether objectives are for security through retirement, providing for educational costs, or for the purchase of a second home, strategic asset allocation works to realize objectives at different stages of the life cycle.

Hong Kong

+852 5801 6769


+1 347 752 4274

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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.

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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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