Investment Advisory Services

  • Home
  • Services & Solutions
  • Investment Advisory Services

Investment Advisory

The ClearWise Investment investment advisory services provide sophisticated investors with a portfolio services that is directly in tune with their unique investment preferences. Our investment advisory delivers all the benefits and expertise associated to the discretionary portfolio services, but leaves the decision to acquire or sell assets in the hands of the investor.

Investment Advisory

Upgrading to an expert

Working closely with each client, our dedicated investment advisers develop an understanding of the investment preferences, objectives and expectations that form the basis of an investment profile unique to each client. The investment profile will serve towards the development of a tailored strategy by which our decisions and recommendations are made.

Investment advisory process

Investment Advisory Model
  • Custom investment services - Investment recommendations based on each unique client profile that evolves as markets fluctuate and as investor demands change.
  • Proactive advisory - Market commentary combined with asset allocation providing options to optimize portfolio balance.
  • Monitoring & analysis - Portfolios are continuously stress tested again a number of potential market variables..
  • Proactive advisory - Market commentary combined with asset allocation providing options to optimize portfolio balance.

Hong Kong

+852 5801 6769


+1 347 752 4274

Become Our Client

Account Application Process

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.

Learn more

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.

Copyright © 2021 ClearWise Investment Limited. All rights reserved. | Privacy Policy | Disclaimer |   Contact Us |   Account Login