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What’s your goal?
Please select your goal.
How we can help
We can help you achieve your goals.
Get in touch with the experts
We can tailor a strategic solution for your financial needs.
01

What’s your goal?

Harris Fraser understands the complexity of your financial goals. Whether is for personal or business we can provide a tailored solution for you.

You may also contact us directly here.

I want to grow my wealth.
find out more
I want to secure my family’s future.
find out more
I want to grow my business.
find out more
I want to diversify my investments.
find out more
I want to plan for a carefree retirement.
find out more
Change my goal
02

"I want to grow my wealth.

Good investment is about deploying wealth at the right time and place. There also other means. First, gain access to platforms that provide you investment opportunities. Second, find the right investment product for you. This product not only provides the return on investment you need but also the risk you can afford. Third, build and manage your investment to achieve your long-term and short-term goals. Fourth, minimise taxes.

Please select 1

goal breakdown

I want to get access to tailored investment advice, platforms, products and related investment services.

Harris Fraser Group provides comprehensive financial planning services to take care of your financial needs and ensure your wealth has long-term, sustainable growth.

related services

Lump Sum Investment

Harris Fraser allows our clients to create and access a diversified investment portfolio managed by world-class fund managers to gain reasonable risk-adjusted returns and help them meet their various long-term financial goals.

Managed Investment Services

With Managed Investment Solutions, the portfolio manager carefully selects a broad range of investments for diversification and combines them into one customised, convenient investment product.

Discretionary Investment Management

We invest and manage assets on our clients’ behalf to grow and retain 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, equities and alternative investments.

goal breakdown

I want to know how can I improve my financial status.

By understanding the objectives and working as a partner throughout the advisory process, Harris Fraser and their professional partners provide advices for a broad range of strategic and financial matters.

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Tax Planning

We work with tax experts to offer an efficient tax strategy planning for our clients.

Medical Protection Schemes

We can help our clients to formulate well-thought-out medical protection schemes to reduce their financial burden.

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Change my goal
02

"I want to secure my family’s future.

It is important to protect your financial well-being against anything that can jeopardises it, such as illness, injury, or even premature death. Insurance is necessary. Take some time to look at your current financial situation and compare it with what you expect for your family’s future.

Please select 1

goal breakdown

I want to make sure my family's life and health are protected.

Every family is different. Harris Fraser strives to offer tailored, the best possible medicare, health and life insurance that fit each family’s needs and budget.

related services

Term Life Insurance

Term Life insurance is a common, costeffective policy due to its comparatively low premium, depending on the age of the insured person. Clients are covered as long as they pay the premium. Clients’ beneficiaries receive benefits upon the death of the insured.

Whole Life or Endowment Plan

An Endowment Plan is a life insurance policy that combines savings and a death benefit. Part of the premium a client has paid forms a cash reserve. If a client surrenders the policy, they can get the cash reserve back. If the insured person dies, the beneficiaries receive the death benefit.

Universal Life Policy

Universal Life is a flexible, premium life insurance policy to help high net worth individuals grow, preserve and transfer their wealth to the next generation. Clients can also modify the death benefit amount while the policy is in force, and the amount of premium can be varied.

Critical Illness

A Critical Illness Plan allows the insured person to receive the benefit while they are still alive. It covers a wide range of critical illnesses suffered by the insured person. The benefit amount is paid for covered illness after medical proof is given, and if the insured person passes away, a death benefit is paid to the beneficiaries.

Medical Plan

There is a wide range of Medical Plans, from affordable to high end. The latter can offer a protection limit of more than USD6 million over a lifetime.

goal breakdown

I want to know how can I continuously build wealth to financially support my family.

A successful family wealth planning is about knowing and understanding the ways on how best to build, protect, and preserve wealth over a lifetime.

related services

Saving Plans

At Harris Fraser we offer a number of Regular Savings that will provide our clients and their loved ones with financial security in the future.

Investments

Harris Fraser provides both direct and indirect investment in various asset classes such as stock equities, mutual funds, fixed income, exchange-traded funds (ETF), and alternative investments.

Estate Planning

Harris Fraser’s team of professionals help clients fulfill the needs of their families and structure their worldwide assets to protect their wealth and interests for future generations.

goal breakdown

I want to know about family and personal healthcare solutions.

Harris Fraser provides healthcare management solutions for children and adults, including healthcare planning, critical illness solutions and services that take control of genetic inheritance.

related services

360 Parenting and Childcare Solutions

 

Knowing your child's personality and guiding them to the right path can ensure your child’s success and prevent behavioural problems in later years. Harris Fraser can provide a range of screenings and services to help parents recognise what is best for their children now and in the future.

DNA Cancer and Inherited Disease Assessment

 

Understanding and assessing your level of cancer risk and that of your partner and your families can help you to manage health conditions better and plan for your family’s future both financially and medically. Not only can detecting cancer at an early stage be a life saver.

Genetic Heritage and Risk Assessment Management

 

Harris Fraser advocates in taking precautions against diseases. A preventative approach is ideal. Understanding an individual's genetic heritage and doing a risk assessment means a better understanding of their physical health, so lifestyle and health can be changed accordingly and effectively. This applies to their families, too.

goal breakdown

I want to get access to tailored investment advice, platforms, products and related investment services.

Harris Fraser Group provides comprehensive financial planning services to take care of your financial needs and ensure your wealth has long-term, sustainable growth.

related services

Lump Sum Investment

Harris Fraser allows our clients to create and access a diversified investment portfolio managed by world-class fund managers to gain reasonable risk-adjusted returns and help them meet their various long-term financial goals.

Managed Investment Services

With Managed Investment Solutions, the portfolio manager carefully selects a broad range of investments for diversification and combines them into one customised, convenient investment product.

Discretionary Investment Management

We invest and manage assets on our clients’ behalf to grow and retain 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, equities and alternative investments.

Next step
Change my goal
02

"I want to grow my business.

We offer multi-service solutions and have strong relationships with service providers to meet the needs of entrepreneurs and family offices. Services include but are not limited to, wealth management, estate and legacy planning, family and business consulting, private banking and IPO solutions.

Please select 1

goal breakdown

I am busy with my business but I want to feel secure with my wealth.

Successful entrepreneurs can concentrate on their business and delegate wealth management responsibility to their wealth managers, who help preserve and grow their wealth.

related services

Discretionary Investment Management

We invest and manage assets on our clients’ behalf to grow and retain 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, equities and alternative investments.

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 have services like Asset Allocation, Investment Advisory, Family Governance, Estate and Tax Planning, Corporate Advisory, M&A and Private Placement. They are used for advising lasting settlements like successions, trusts and foundations.

Succession and Estate Planning

Harris Fraser’s team of professionals help clients fulfill the needs of their families and structure their worldwide assets to protect their wealth and interests for future generations.

Harris Fraser Elite

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

goal breakdown

I want to know how can I capitalise my business.

Harris Fraser understands the importance of supporting companies with their growth ambitions, helping them build and expand their businesses. As part of the Mason Group, we’re able to provide our clients with Capital Markets Solutions to offer them product distributions and capital-raising services.

related services

Corporate Finance and IPO Solutions

 

Harris Fraser’s unique business model coupled with the capabilities of Mason Group’s investment banking arm – permit us to deliver high-quality integrated corporate finance solutions, mergers and acquisitions advisory and capital markets services.

goal breakdown

I want to obtain some financial solutions tailored to the Family Offices.

Harris Fraser supports families to define, design and enhance their business. We understand every family is different, so we strive to deliver a tailored one-stop solution that goes above and beyond traditional financial services.

related services

Portfolio Management

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

Investment Consultancy

Whether you seek advice on how to protect a specific asset class or investment, or you wish to profit from a major market event, our team will assist you to solve your most complex investment problems through practical, cost-effective means to maximize your returns.

Family and Business Advisory

 

We offer practical advice on family issues which takes into account each family’s unique situation tempered by our understanding the underlying themes common to Asian-Pacific families. Harris Fraser is able to leverage its extensive network to provide advice and referrals to protect and enhance each unique valued clients’ family wealth situation.

Family Business Planning

Well-considered advice can help make the difference by appropriately considering a family business governance system, rules of engagement for family members, family member advancement and compensation, leadership succession mechanisms to ensure continued family ownership, allowing liquidity and flexibility around individual participation.

Family Governance

Helping families develop and implement a customised framework designed to improve profitable decision-making whilst reducing the risk of family conflict stand as key in our value proposition.

Next step
Change my goal
02

"I want to diversify my investments.

Spread your investment between different asset classes and products to reduce risks. Real estate investment also offers a level of reliability that de-risks an investment portfolio.

Please select 1

goal breakdown

I want to get access to investment platforms and products with varying risk.

Markets can be volatile and unpredictable so your portfolio's diversity and risk level need to be maintained to prevent loss in the long run.

related services

Lump Sum Investments

Harris Fraser allows our clients to create and access a diversified investment portfolio managed by world-class fund managers to gain reasonable risk-adjusted returns and help them meet their various long-term financial goals.

Managed Investment Services

With Managed Investment Solutions, the portfolio manager carefully selects a broad range of investments for diversification and combines them into one customised, convenient investment product.

Discretionary Investment Management

We invest and manage assets on our clients’ behalf to grow and retain 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, equities and alternative investments.

goal breakdown

I want to invest in different asset classes.

Have an asset allocation strategy to ensure your investment portfolio is diversified and aggressive enough to meet your goals without unnecessary risk.

related services

Property Investment

Investment in real estate has a well-deserved reputation for combining stability with the potential for excellent yields and returns in the long-term. It often undergoes less price fluctuation than other alternative investments. Property investment's stability makes it a compelling choice around which to build a strong investment portfolio.

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 have services like Asset Allocation, Investment Advisory, Family Governance, Estate and Tax Planning, Corporate Advisory, M&A and Private Placement. They are used for advising lasting settlements like successions, trusts and foundations.

Next step
Change my goal
02

"I want to plan for a carefree retirement.

A good retirement plan should provide stable returns in forms of guaranteed cash value and non-guaranteed dividends to meet your expected standard of living. Healthcare and legacy planning should also be part of your retirement plan.

Please select 1

goal breakdown

I want to build wealth and secure my retirement.

Retirement Planning ensures you will have enough to live on. Planning for retirement isn’t easy. Needs and goals in terms of living standard, finance, family life and all other pursuits in life should be considered. Knowing the availability and feasibility of sources of income is crucial.

related services

Saving Plans

At Harris Fraser we offer a number of Regular Savings that will provide our clients and their loved ones with financial security in the future.

Investments

Harris Fraser provides both direct and indirect investment in various asset classes such as stock equities, mutual funds, fixed income, exchange-traded funds (ETF), and alternative investments.

Managed Investment Services

With Managed Investment Solutions, the portfolio manager carefully selects a broad range of investments for diversification and combines them into one customised, convenient investment product.

Property Investment

Investment in real estate has a well-deserved reputation for combining stability with the potential for excellent yields and returns in the long-term. It often undergoes less price fluctuation than other alternative investments. Property investment's stability makes it a compelling choice around which to build a strong investment portfolio.

goal breakdown

I am interested in life and health protection for my retirement.

Apart from having insurance policies for your medical or critical illness coverage, you may also want to evaluate and understand your health situation to prepare yourself.

related services

Term Life Insurance

Term Life insurance is a common, costeffective policy due to its comparatively low premium, depending on the age of the insured person. Clients are covered as long as they pay the premium. Clients’ beneficiaries receive benefits upon the death of the insured.

Whole Life or Endowment Plan

An Endowment Plan is a life insurance policy that combines savings and a death benefit. Part of the premium a client has paid forms a cash reserve. If a client surrenders the policy, they can get the cash reserve back. If the insured person dies, the beneficiaries receive the death benefit.

DNA Cancer and Inherited Disease Assessment

 

Understanding and assessing your level of cancer risk and that of your partner and your families can help you to manage health conditions better and plan for your family’s future both financially and medically. Not only can detecting cancer at an early stage be a life saver.

Next step
03

Get in touch with the experts

We can tailor a strategic solution for your financial needs.

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"I want to grow my wealth.

Change my goal

related services

Lump Sum Investment
Managed Investment Services
Discretionary Investment Management
Tax Planning
Medical Protection Schemes

"I want to secure my family’s future.

Change my goal

related services

Term Life Insurance
Whole Life or Endowment Plan
Universal Life Policy
Critical Illness
Medical Plan
Saving Plans
Investments
Estate Planning
360 Parenting and Childcare Solutions
DNA Cancer and Inherited Disease Assessment
Genetic Heritage and Risk Assessment Management
Lump Sum Investment
Managed Investment Services
Discretionary Investment Management

"I want to grow my business.

Change my goal

related services

Discretionary Investment Management
Private Banking Advisory (EAM)
Succession and Estate Planning
Harris Fraser Elite
Corporate Finance and IPO Solutions
Portfolio Management
Investment Consultancy
Family and Business Advisory
Family Business Planning
Family Governance

"I want to diversify my investments.

Change my goal

related services

Lump Sum Investments
Managed Investment Services
Discretionary Investment Management
Property Investment
Private Banking Advisory (EAM)

"I want to plan for a carefree retirement.

Change my goal

related services

Saving Plans
Investments
Managed Investment Services
Property Investment
Term Life Insurance
Whole Life or Endowment Plan
DNA Cancer and Inherited Disease Assessment

By submitting this form you agree at your information will be used in accordance with Harris Fraser Group’s Privacy Policy. 

Thank You for Contacting Us

Our team will get back to you within 48 hours.

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Know more about Harris Fraser. Download our company brochure.
Contact us for a more prosperous future.
Hong Kong
(852) 2827 2278
info@harris-fraser.com
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Other Financial Advisory
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Private Banking Advisory (EAM)
Succession and Estate Planning
Corporate Finance and IPO Solutions
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