SERVICES

We offer investment consulting and portfolio construction, forex strategies, bonds, stocks and fund selection, investment research and other services.    

Our aim is to provide tailored advice on all aspects of portfolio construction and investment selection across all asset classes.

Our range of services span all dimensions of the portfolio management process, from the planning stage to revision, monitoring and performance valuation.

 
INVESTMENT CONSULTING & PORTFOLIO CONSTRUCTION

Starting from day one, we sit down with you and review your current financial circumstances, including any existing investments and pensions, and help you to identify your goals and how to reach them. We support you in a proactive and professional manner in your investment decisions, from the construction of a tailored portfolio which satisfies your financial needs in accordance with your appetite for risk, to the efficient executions of your transactions, as well as risk and performance monitoring.

FOREX STRATEGIES 

We are proud to offer a proactive advisory on foreign exchange currencies strategies helping you to monitor each transaction and ensure the risk is controlled. The aim of this service is to improve the returns of your portfolio, exploiting daily opportunities.  

With more than 10 years of experience in the currency markets- and a proven track record, we help you to identify profitable transactions within short time horizons, from few hours to a couple of months.  

 
 
BONDS, STOCKS & FUND SELECTION 

We offer our financial markets experience and continuing education to provide sophisticated investment strategies across asset classes, designated to meet your particular needs.

Our team has the range of experience and knowledge to efficiently and professionally attend to your unique business and objectives.

We select for you the best stocks, bonds and funds, based on a comprehensive analysis of macroeconomic conditions, fundamental factors and market expectations. 

 
INVESTMENT RESEARCH

We provide customised investment research for professional and institutional clients, supported by academics from one of the world's most prestigious universities.

Upon request, we can also develop advanced financial models for endowments, charities and professional clients.

OTHER SERVICES

Our core business is investment consulting, but if your business needs elsewhere, we are able to introduce you to corresponding professionals in our network, ranging from brokerage service, bank custody, to marketing or corporate consulting.  

 

© 2019 by Clear Wealth Ltd 

 

 

 

 

 

Clear Wealth Ltd is an Appointed Representative of Phanar Asset Management (UK) Limited, a firm authorised and regulated by the Financial Conduct Authority. PRIVACY NOTICE - LEGAL NOTICE DISCLAIMER

Short Risk Warning/Disclaimer: The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance is not a reliable indicator of future performance.