Preserving Wealth

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Protecting the value of wealth

For the majority of people, financial issues are dealt with as and when they arise, but effective wealth preservation requires continual focus and long-term commitment.

Here at ClearWise Investment we address our client's current priorities and then make plans for future needs and considerations.

Our advice. Your decisions

Preserving Wealth

Mindful investment planning balances risk with reward. In order to achieve financial goals one must have a stable wealth management strategy in place which focuses on long term objectives. As a company we assist clients with planning for retirement, funding their child's education, minimizing taxes, leaving behind a legacy and charitable giving.

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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