Wealth Management Overview

Grow your assets. Spend wisely. Exchange efficiently. Plan ahead. At Clarien, we aim to support our discerning clients in all those activities. Our personalised wealth management services are designed to help you achieve your particular financial objectives.

We would be pleased to assist you with:

Investments

Tap into Clarien’s diversified mutual fund, meticulously administered by distinguished global investment manager.

Trust & Estate Planning

Develop a blueprint for your financial legacy. Learn how to protect and grow your wealth for future generations.

Cash Management

Take control of your cash. Access call and term deposits, multi-currency accounts and other transactional services.

Credit & Debit Solutions

Find the right cards to suit your spending needs. Learn about the Clarien debit card, the Clarien VISA® Classic card, and the Clarien VISA® Prestige card.

Portfolio Construction Services

Build your ideal investment portfolio. Our careful, savvy portfolio experts stand ready to help you achieve your investment goals.