Portfolio Management

Harris Fraser offers a range of portfolio management services to Family Office clients including traditional asset management, investment advisory services and private banking advisory. 

In line with our investment philosophy, we avoid asset overpricing and ‘herd’ mentality investments in our allocations to protect your capital.

Discretionary Investment Management

Private Banking Advisory (EAM)

Investment Consultancy

Our consulting team focuses on providing in-depth investment insights to generate profitable portfolio allocations. We assist our valued clients to discover specific market dislocations and emerging themes, which have yet to be exploited by the broader market. Clients are able to make profit from them before other investors ‘crowd’ the same ideal.

Harris Fraser Elite Service

Family and Business Advisory

Family wealth is not just financial assets. It involves challenges like taxation, philanthropy and multi-generational cooperation, which require specialist advice. Clients can benefit from Harris Fraser's specialist family advisory services and our long experience in working with professional intermediaries and unique valued clients.

Family Business Planning

Well-considered advice for family business planning can make the difference by considering the business's governance system, rules of engagement and leadership succession planning to ensure continued family ownership, liquidity and flexibility.

Family Governance

We help families develop and implement a customised framework to improve profitable decision-making whilst reducing the risk of family conflicts. This may include actions like guidance in establishing a family mission statement or a family constitution.