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.
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.
