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Discretionary Investment Management

Contact us to find out more

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.

Your diversified, discretionary portfolio may incorporate a mix of Harris Fraser's 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.

Our experts provide specialised and innovative financial advisory services to help clients achieve their lifetime goals and meet their ongoing needs.

Discretionary investment management is dynamic and engaging.

KEY FEATURES AND INVESTMENT THEMES INCLUDE

Harris Fraser In-house Discretionary Solutions

  • Global liquidity including multi-currency.

  • Domestic, global and emerging markets fixed income.

  • Domestic, global and emerging markets equities, Exchange Traded Funds (ETFs).

  • Multi-asset programmes.

  • Alternative investments – discretionary hedge fund portfolios and advisory hedge portfolios.

KEY PORTFOLIOS

What sets us apart?

We provide investors with a wide spectrum of asset classes and world-class resources. Our team of experts works with clients to develop their personalised and need-based investment strategies. Clients can choose to manage their portfolio through Harris Fraser's In-house Discretionary Solutions, their dedicated Relationship Managers, or by using an External Asset Management (EAM) model.

OUR PORTFOLIO MANAGEMENT TEAM

Your dedicated investment management partner

Get in Touch

Contact us for a more prosperous future.

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