Overview

We are an investment management company that believes in offering something different, and better. We work exclusively with financial advisers and their clients. Our team of investment professionals demonstrates expert knowledge, not only in interpeting investment markets and researching funds and other investments but also in the profession of financial planning. We are thus able to build a bridge between the two disciplines to create investment solutions that perfectly dovetail with client objectives. This thought leadership is a hallmark of the business.

Clear CM is a global investment management company seeking to develop services throughout the UK, Europe and the Middle East.

Clear CM has access to large amounts of data on capital market trends and on investment managers and their funds, through a range of investment partnerships.

We take this market information and decide how best to construct portfolios in terms of the most suitable asset mix that meets the objectives of the portfolio.

For example, a cautious, balanced or adventurous fund will generally hold the same underlying assets with differing risk:return characteristics (such as bonds, equities, hedge funds and commodities) but in different proportions

So, a cautious portfolio will hold more low risk assets such as bonds, whilst an adventurous portfolio will hold more equity, commodity and growth funds.

Key Personnel