Wealth Planning

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Planning for your future

In addressing the many facets that comprises a modern wealth solution, ClearWise Investment provides a comprehensive wealth planning solution targeted towards meeting the dynamic demands of private investors and institutional clients.

Ultimately, as custodians of wealth, our objective is to ensure that the long-term wellbeing of our clientele is adjusted for risk in line with their investment preferences. We seek to deliver risk-adjusted, absolute returns on investment whilst providing exposure to a diversified range of investment opportunity.

Wealth Planning

Simplifying complexity

Managing the many complexities involved with cross-border transactions demands the expert knowledge of specialists proficient across a number of financial disciplines. To compliment our investment management capabilities, Pacifc Accord provides practical advice and implementation services in consideration of tax efficiencies and legacy planning.

Optimized wealth planning

Our legal and tax specialists are able to partner with other professional providers that may be part of a client's existing wealth structure to ensure that tax planning, estate management, inheritance and trust structures remain aligned to the specific requirements of each client.

Hong Kong

+852 5801 6769


+1 347 752 4274

Become Our Client

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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

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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