Wealth Management

Our experienced financial advisors and wealth managers focus on long-term value creation tailored to the individual needs and plans of our clients.

Long-term value creation through wealth management

Our long-standing client relationships are proof of our financial advisors’ and wealth managers’ dedication as well as the trust we have established with clients. We offer advisory and discretionary wealth management, which allows for flexibility to customize solutions to meet individual client needs.
Through our extensive experience, we manage and outline personalized financial plans aimed to generate high returns with limited risk-taking, that encompasses both the present and extends through generations ahead.

Asset management

Our wealth managers possess extensive knowledge and experience of building investment portfolios suitable for various investment horizons, exposures and asset classes with foundation in individual client needs and decision making. The aim is to diversify risks and create the opportunity for strong returns over time.
Clema Capital invests and provides exposure to the Real Estate market in both listed Real Estate funds and direct investments in unlisted Real Estate companies

Unique investment opportunities

Clema Capital offers investments in unlisted assets, with the aim of diversifying the portfolios with higher return potential and better risk diversification than more traditional alternatives. Clema Capital invest alongside clients in the investment opportunities presented, ensuring that we are fully allied with our clients and investors.

Generational planning, taxes and family law

Our lawyers assist our clients in all matters related to family law. We review our clients’ family circumstances to ensure updated necessary legal documents are in place should unforeseen events arise, tax returns, relocations, changes of ownership in companies and all other types of taxation that affect businesses such as sole trader, limited liability company, or other.
Clema Capital invests and provides exposure to the Real Estate market in both listed Real Estate funds and direct investments in unlisted Real Estate companies

Pensions & insurance

Our specialists assist our clients in ensuring that the right insurances are in place for any unforeseen circumstances as well as making sure the pension is effectively managed to secure future economic wealth and comfort, whether it’s the occupational pension, direct pension or necessary insurance when moving abroad.