We maintain a Clear and Transparent mission
To increase capital over time, while monitoring market risk and minimising execution costs for the benefit of clients.
Alignment
We believe that we should back our judgement by investing our own personal money in our strategies, and we have a track record of success.
INVESTING FOR PASSION, INVESTING FOR LIFE
ABOUT US
We believe that the most compelling wealth management ideas never exist in only one person, company or country, but in many, and they change over time.
Clear Wealth was founded with the aim of developing a dynamic structure capable of best serving our local and international clients, providing quick and sustainable solutions fully responsive both to clients' needs and to the evolving nature of markets and regulation.
We integrate new ideas into our solutions, creating lasting value and allowing you to see your capital grow.
VALUES
At Clear Wealth, we combine a passion for doing our job, with fundamental values that you will encounter from day one: Integrity, Discretion, Creativity, and Attention to Your Needs. We believe these are the building blocks of a long-lasting relationship.
Beyond our professional experience and passion for the financial markets, we believe that thanks to our strong work ethic, transparency and integrity we could build together a long-lasting relationship.
SERVICES
Our services range from investment advice to full-fledged portfolio construction and introduction to competitive brokers for the best execution of your orders. We cater solutions to specifically meet client expectations and financial needs. We invest for passion, we invest for life. Your satisfaction is pivotal to our success, as we are only profitable if you grow financially. Accordingly, we minimise execution costs and monitor market risk on a daily basis.
