Our Philosophy

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  • Our Philosophy
  • Bespoke Investment Services

    Bespoke investment services

  • Absolute Investment Returns

    Absolute returns on investment

  • Committed to Your Success

    Committed to your success

Custom investment services

As an independent provider of custom investment services, responsible only to the wellbeing of our clients, ClearWise Investment's impartial approach is driven by a philosophy that is focused on the realization of client specific goals. We leverage upon contemporary global market research in order to seek out the best investment options for our clients; be that for growth or for the preservation of wealth.

We present clients with a series of relevant investment mandates, creating a vision of the future as investments mature and life events are fulfilled. We believe that this approach provides clients with comfort in the knowledge that their assets are working towards a more prosperous, sustainable future.

By maintaining flexibility as a key component of our philosophy we are better positioned to capitalize on attractive opportunities as they emerge, and we are suitably protected to defend against threats before their effects materlalize.

Flexible investment process

As a ClearWise Investment client we provide unrestricted and direct access to a dedicated team of investment management professionals who work tirelessly to go above and beyond for each client under their care.

Our dedicated research personnel conduct in-depth analysis to create an investment process that remains flexible to the movements of the ever-changing economic landscape.

Unbiased and independent

Our independent status is our advantage. As a independently owned company we are not tied to a larger institution, nor are our services restricted by the constrains often associated with corporate level strategies.

Leveraging upon this advantage, we are able to offer clients with a targeted investment service that is absolutely applicable to their unique set of circumstances.

Through the development of close relationships, ClearWise Investment's wealth advisers deliver flexible investment and financial planning solutions that seek to meet the day-to-day financial requirements and longer-term aspirations of each client under our care. Our research efforts explore markets, asset classes and individual companies to give clients as many unique options as possible.

We believe that this bespoke approach to managing the wealth of our dynamic investors creates a higher level of client satisfaction that is seemingly unattainable with the larger financial investment houses and institutions.

Investment Excellence

The investment strategy adopted by our accomplished team is both responsible and dynamic in that it enhances the investment returns of our clients whilst preserving principle value. This is achieved by ensuring that we stay ahead of the game in terms of economic and political change.

Investment Approach

Our Investment Approach

Tailor-made investment strategies geared towards sustaining investment performance to meet client demands.
Our Investment Approach

Asset Allocation Policy

Asset Allocation Policy

Allocating assets as part of a diversified portfolio to optimize balance and maximize returns in line with risk assumed.
Asset Allocation Policy

Global Perspective

Global Perspective

Providing clients with cross-border access to financial solutions that are simply unattainable in the majority of the Western world.
Global Perspective

Hong Kong

+852 5801 6769


+1 347 752 4274

Become Our Client

Account Application Process


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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