Discretionary Portfolio Services

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Portfolio management services

The ClearWise Investment discretionary portfolio service provides clients with the facility to hand over the responsibilities involved in the day-to-day management of their investments. Essentially we become a custodian of wealth in pursuit of client specific objectives and their expectations of us.

Irrespective of market conditions, in pursuit of absolute returns on investment, we provide clients with comfort in the knowledge that their assets remain positioned to capitalize on inefficiencies created by market movements.

Absolute returns on investment

In line with client investment profiles we implement a comprehensive and proactive portfolio management strategy under the strict consideration of client investment preferences.

We take time to identify the personal demands unique to each client under our care as we seek to deliver risk-adjusted returns on an absolute basis.

This approach to our discretionary service projects a level of expectation that serves as a benchmark towards sustaining client satisfaction.

Identifying objectives

Working closely with each client under our care we seek to identify a series of investment objectives in line an appropriate tolerance towards risk. Individual investment preferences and lifestyle goals form the basis by which our portfolio strategies are developed and how our investment decisions are made.

Whilst the ClearWise Investment discretionary portfolio services are intended to relieve client of the burdens associated to effective asset management, we conduct periodic reviews of client circumstances and make strategic alternations to the balance of assets where proven necessary.

Discretionary Portfolio Services

Direct access to our expertise

As a ClearWise Investment client, unrestricted and direct access to a dedicated team of investment specialists provides clients with the ability to discuss investment performance, to gain an understanding of market conditions and to clarify and thoughts or questions that may be relative to their investments.

With direct and unrestricted access to to our dedicated team, clients have the ability to communicate on a personal level for complete transparency and peace of mind. We pride ourselves on developing and maintaining strong, personal relationships with clients and we believe that a drop-in anytime time policy works perfectly for both our clients and our investment team.

Hong Kong

+852 5801 6769

U.S.A

+1 347 752 4274

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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
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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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