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Harris Fraser Elite

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Harris Fraser Elite Service Hotline: 2827 2278
Introduction

Catering to both high-net-worth individuals and corporate clients, Harris Fraser Elite specialises in private banking advisory, wealth and portfolio management services, estate and succession planning.

Hand-picked for their impeccable investment knowledge, Harris Fraser Elite’s Relationship Managers provide world-class client services.


We understand that every client has unique needs, we have the experience and expertise to meet the full range of private wealth service requirements with the benefit of global knowledge and local insights.

Our Values
  • Credibility

    Credibility

    Harris Fraser has the ability and willingness to deliver continuously on our promises

  • Integrity

    Integrity

    Our integrity is demonstrated to clients through every interaction.

  • Knowledge

    Knowledge

    We believe in investing in knowledge and sharing it with our clients

  • Understanding

    Understanding

    We develop a strong understanding of business and people so we can work better together

  • Pioneering

    Pioneering

    We are pioneers in financial and wealth management solutions.

More on our values
Related Services

  • Discretionary Investment Management

    Discretionary Investment Management

    Harris Fraser Elite’s Discretionary Investment Management caters to high net worth individuals and family offices. We understand that the increasing pace and complexity of global financial markets present a host of challenges for investors trying to manage their portfolios. As such, we invest and manage assets on our clients’ behalf with the help of our unique network of experts and business partners in order to maintain and grow their wealth. Clients' diversified, discretionary portfolio may incorporate a mix of Harris Fraser solutions or third-party products across the spectrum of asset classes and include developed or emerging market fixed income and equities, as well as alternative investments such as discretionary hedge fund portfolios and advisory hedge portfolios or real estate. Clients can choose their portfolios to be managed by Harris Fraser In-house Discretionary Solutions, or a dedicated Relationship Manager, or by using an External Asset Management (EAM) model with one of our preferred private banks.

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  • Private Banking Advisory (EAM)

    Private Banking Advisory (EAM)

    Harris Fraser Group partners with reputable private banks to provide global private banking and External Asset Management (EAM) services for our clients. EAMs are increasingly being used to work as external advisors on lasting settlements such as successions, trusts and foundations. EAMs offer flexibility and highly personalised client service. Relationship Managers can suggest a wider range of diversification options than traditional banks. EAMs can also provide high-quality strategic advice on choosing between products and solutions that benefits the client.

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  • Immigration Consultation

    Immigration Consultation

    Harris Fraser maintains good relationships with professional immigration consultants. We can provide immigration advice based on our clients’ needs. Given immigration regulations change rapidly, high quality immigration services are essential.

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  • Life and Health

    Life and Health

    Universal Life is a flexible, premium life insurance policy that can help high net worth individuals grow, preserve and transfer their wealth to the next generation. The amount of premium can be varied by applying a portion of the accumulated savings to cover the cost. Clients can also modify the death benefit amount while the policy is in force. Typically, there is a guaranteed rate of return of the savings portion for the first year, and a minimum for the life of the policy.

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The Elite Team

Our asset management team has years of extensive experience.

Our Investment Research Team embraces a top-down analytical approach, one that begins with an intensive fundamental research on the macro aspects of individual country, region, sector; and then further down to technical analysis such as cross-market money-flow and trends to identify investment opportunities. Investing across diverse asset classes with strategic asset allocation, our mission is to deliver a satisfied risk-adjusted return to meet the objectives of our clients, reaching a win-win situation.

whats next

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Get in touch

Contact us for a more prosperous future.

Hong Kong

info@harris-fraser.com

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