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Private investors & institutions

ClearWise Investment's global client base is comprised of a dynamic group of private investors, families and institutions. Our bespoke approach to the responsible management of wealth has helped us to successfully navigate a series of market cycles. We continue to proactively adapt as market conditions change, ensuring that client investment outcomes remain in line with their expectations of us.

Who We Serve

Individuals – We work on a one-to-one level with private investors to establish long-term financial goals. After setting objectives, we create a series of strategic plans to optimize resources and work to create a life-long legacy.

Working in partnership with each client we seek to preserve the value of accumulated wealth, whilst providing exposure to wealth generation strategies in accordance with a client specific risk profile.

Small businesses – Our team works with small business owners to create personalized wealth management plans to factor in all personal and financial obligations, including maintaining the business and helping company employees to prepare for retirement.

Executives – Assisting high-net worth individual and executives in building a desired lifestyle fir their loved ones. Here at ClearWise Investment we understand the sophisticated needs of our high-profile clients as we seek to deliver a best-in-class wealth management service. Our professionals simplify the complexities often associated to the responsibilities that come with significant wealth as emphasis is placed on the consideration of tax efficiencies.

Families – We know the importance of growing and preserving wealth to pass on from one generation to the next. That is why at ClearWise Investment we provide multi-generational families with guidance when it comes to financial behaviours and long-term wealth preservation. What's more, our team can assist with the planning of wealth distribution between family members.

Alternative Investments

Gain access to institutional level investments alternative to those typically considered 'traditional'.

ClearWise Investment presents a number of alternative investment solutions for investors with a specific appetite for private equity and pre-ipo positions.

ClearWise Investment's alternative investment solutions deliver risk-adjusted exposure to asset-based, private equity, pre-market placements and real estate investment trusts.


Learn more

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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