Investment Approach

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Multi-asset approach to investing

Consideration for the growth of wealth is essential for ensure financial stability in later life as well as ensuing the financial security of future generations. At ClearWise Investment we create portfolios for clients balancing investment potential with an appropriate degree of risk for maximum reward.

We blend a range of global investments in order to sustainably grow portfolios, to keep ahead of inflation and to manage the increasing fluctuations of a volatile financial economy. As investor preferences continue to evolve through a period of change, ClearWise Investment's approach to investment has adapted to help its client base to overcome the challenges most frequently faced under the current investment landscape.

As such, on top of providing traditional investment solutions through equity, bonds and cash-held assets, the ClearWise Investment alternative investment solution provides exposure to opportunities suited for investors with a particular appetite for risk.

Investment and tax efficiency

Managing the effects of tax on investment returns remains an integral part of our approach to investment. A thorough analysis of each client's current tax position helps our specialists to direct their investable assets under consideration of tax-efficiency.

With a dedicated team of in-house tax specialists, capable to deliver relevant advice in accordance with a range of geographic regulation, clients are provided with comfort in the knowledge that their investment returns are maxmimized in relation to their allowances and available incentives.

Hong Kong

+852 5801 6769

U.S.A

+1 347 752 4274

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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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