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Investment management services

At ClearWise Investment we work with private investors and institutional clients as together we develop targeted strategies to assist with the efficient management of wealth. Our suite of wealth management solutions consolidate the components that are essential for financial success as investors seek to generate and preserve the value of wealth.

Our experienced team of financial specialists deliver custom solutions that help clients to provide for their lifestyle requirements whilst working towards the realisation of longer-term objectives.

Long-term solutions

Financial decisions made today have a profound impact on the value of wealth in the future. A comprehensive wealth management solution draws upon the effects of proactive investment management as client specific objectives are incorporated into a life-long financial plan.

Discretionary Portfolio Services

Discretionary Portfolio Services

Discretionary portfolio services suited for those who do not have the time or know-how to successfully manage their investments.

As client and adviser we work in partnership to determine realistic, achievable life-long objectives, before mapping out an investment strategy in pursuit of exceeding client-specific expectations.

Discretionary Portfolio Services

Investment Advisory Services

Investment Advisory

Leverage on our expertise and gain access to a wealth of contemporary financial and investment insight targeted towards your individual needs and preferences.

Discover how we can provide access to a range of fixed income, equity and alternative investment solutions as you seek to realize your financial potential.

Investment Advisory

Wealth Planning Services

Wealth Planning

Preserving the value of accumulated wealth as we structure your wealth through the stages of life to ensure that your daily requirements and life-long aspirations are met.

By consolidating your financial affairs into a single wealth solution, you develop a vision of what the future holds as you plan to maintain a lifestyle of comfort.

Wealth Planning

Estate Planning Services

Trust & Estate Planning

Providing specialist knowledge as we establish trust and estate planning strategies around the complexities often associated with the possession of significant wealth.

Prepare your estate with tax efficiencies in mind as you seek to ensure that your loved one become the greatest beneficiaries of your telling legacy.

Trust & Estate Planning

Hong Kong

+852 5801 6769

U.S.A

+1 347 752 4274

Become Our Client

Account Application Process

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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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