The core activity of Clarity Partners is wealth management, particularly investment advice and asset management for private and institutional clients. The company offers tailored financial solutions that are aligned with the individual goals and values of its clients, with a focus on sustainable investments and adherence to ESG criteria (Environmental, Social and Governance).
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Industry:External Asset Management
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Management of client assets entrusted according to the risk profile, investments and client requirements, including asset allocation and ongoing monitoring.
advisory mandate
Tailored investment recommendations based on the client’s holdings and needs, with the client retaining the final decision and management of their assets.
wealth structuring
Analysis and structuring of assets with support from a network of professionals, under supervision, to meet personal and professional objectives.
institutional asset management
Management of assets for pension funds, foundations and associations, based on an institutional allocation model and dedicated products.
consolidated reporting and analyses
Consolidated reports at the frequency chosen, detailed analyses and explanations for management and finance committees as well.
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