Building on a rich history
Stability. Integrity. Experience. Client Service. These are essential qualities in an asset management team – qualities that characterize the Clarien Bank ethos. We pride ourselves on our agile, progressive and responsive approach to providing offshore financial solutions that are tailored to the unique needs of global individuals, families, family offices, and institutions.
Clarien is distinguished by an executive team that is committed to providing client service excellence on a day-to-day basis, with senior management retaining oversight of client portfolios.
Bermuda is widely regarded as one of the world’s pre-eminent financial, investment and insurance service centres. The island is renowned as a principled international business centre and luxury tourist destination with a long history of political, economic and social stability. Some of the world’s wealthiest people call Bermuda home. They appreciate the discretion that characterizes island life here.
Bermuda’s geographic setting is key to its prosperity. Conveniently located between the United States and Europe – Bermuda affords strategic access to and from major cities on both sides of the Atlantic.
In addition, Bermuda’s mature legal and regulatory systems have earned it a reputation as a jurisdiction that operates with a high degree of transparency. The island also features one of the world’s most tax neutral destinations, free from income, profit, corporate, capital gains and withholding taxes.
Proudly local. Undeniably global.
At Clarien, principle drives performance
Sound investment support, and impressive portfolio performance, starts with a principled approach. At Clarien, our philosophy is founded on three firm tenets:
Ethics – We have a duty to demonstrate peerless
integrity and exercise diligence, independence and thoroughness in the service of each client.
Experience – We hold that deep insight of the
global finance industry is essential to inform every investment decision.
Qualifications – We demand that our team
At Clarien, principle drives performance
Personal service for individualized solutions
We begin to craft your investment solution based on a full understanding of your unique circumstances and overall wealth objectives. Working closely with you, your personal investment manager will analyze and evaluate your current circumstances, time horizon, risk tolerance. Our understanding will be captured
Invest. Diversify. Grow
Striving to maximize value, we construct a diversified portfolio, managing assets to optimize reliability and efficiency. We draw on our Global Voyager Funds, third party funds, exchange traded funds and individual securities, carefully assessing the suitability of each investment based on your IPS and your total portfolio. Determined to help you grow your portfolio, our funds include an array of customized, multi-asset classes and investment solutions:
Equities – Tailored market strategies, including
enhanced, actively managed portfolios featuring carefully selected stocks, sectors and regions
Fixed Income – On-and offshore investment solutions
that deliver regular returns at regular intervals for a stable income
Alternative Assets – Flexible access to a range of
markets for the sophisticated investor
Communication that is always open and clear.
Detailed monthly reporting is central to our monitoring and rebalancing activities. Adaptability is key, as the global financial environment is in constant flux.
These formal reports are complemented by regular meetings or conference calls. This ongoing communication ensures you benefit from direct access to the investment management team to review performance, update your personal
circumstances, review the portfolio strategy and set out course corrections when required.
One of a select few licensed banks in Bermuda, Clarien is proud to serve international clients who face increasingly complex wealth management challenges.
Ours is a culture rooted in excellent service. Harmonised in words and actions, we strive to deliver sophisticated strategic support, preserving and enhancing all your collective wealth.
We assess opportunities realistically and propose solutions wisely, with your individual needs in mind. We embrace a spirit of disciplined creativity, innovation and entrepreneurship. We know that even the most traditional enterprise benefits from thinking outside the box – but our solutions come from listening and responding prudently to your exact needs.
Whatever your asset management goals, we invite you to learn more about the benefits of our world-class financial institution. Let us put a tradition of trust and performance to work for you.
