Optimise. Invest. Grow.
Outcome-oriented investing requires a strategic approach to asset allocation. We optimise portfolio construction by combining historical correlation matrices with forward asset-class return expectations. Our goal is to limit the variability of returns, reduce the frequency and magnitude of drawdowns, and maximise the exposure of portfolio capital to positive market movements.
The planning is just the beginning. We place equal emphasis on the flawless execution of your strategy and the delivery of outstanding personal counsel in the process. As times change, markets shift and goals evolve, we carefully adjust your plan to preserve and grow your wealth.
We deliver investment management, custody and brokerage services with more than $1 billion in assets under management.
Our success is founded on three principles:
- Successful client outcomes flow from a robust and dynamic investment process.
- Access to key building blocks—many of which are exclusive or hard to replicate—is essential to portfolio construction and performance.
- Success demands discipline and foresight to make nimble tactical shifts as the investment landscape changes—all while remaining focused on long-term outcomes.
Clarien Banking & Wealth Management Services
Clarien also offers a full suite of integrated financial services, including:
- Chequing, savings and time deposit accounts
- Multi-currency accounts
- Foreign exchange
- Mortgages and loans
- Credit and debit cards
- Trust and estate planning
- Incorporation/formation and full corporate management and administration services
- Bermuda Stock Exchange listing services
- Insurance – Health, property, life and other protection through our affiliate companies