Harris Fraser Elite | Harris Fraser

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

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

  • Integrity

    Our integrity is demonstrated to clients through every interaction.

  • Knowledge

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

  • Understanding

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

  • Pioneering

    We are pioneers in financial and wealth management solutions.

More on our values
Related Services
  • 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)
    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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  • Succession and Estate Planning
    Harris Fraser offers a broad range of estate and succession planning solutions. Estate planning is about more than the tax bill that you may leave behind, it can involve various assets in different countries. Due to these complexities, administration of an estate is often a long process that can take an individual months, or even years, to deal with. 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.
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  • 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
    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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  • Property Investment
    Harris Fraser connects with reputable international property developers to provide our clients with the best overseas property investment opportunities. Property investment offers excellent prospects for capital growth, provides rental income and diversifies investment portfolio.
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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.

  • Steven Wong

    Portfolio Manager

    Steven Wong

    Portfolio Manager

    Steven Wong is a portfolio manager and senior investment analyst at Harris Fraser. He has rich experience in asset allocation, investment management and credit management, exceling in combining macroeconomic analysis and technical analysis to determine the optimal asset allocation strategy. Currently he is responsible for macroeconomic analysis, investment strategy development, and discretionary portfolio management. He actively shares his investment ideas and commentaries in public and he has his own columns in different media including Sing Tao Daily, Oriental daily, ET Net and Hong Kong Business Times. Prior to joining Harris Fraser, he was a corporate banker and managed loan accounts of listed companies from the Greater China region. He has experience in M&A loans, project financing, and cross-border financing. The loan size that he has dealt with was more than 10 billion Hong Kong dollars.

    Steven Wong is a portfolio manager and senior investment analyst at Harris Fraser. He has rich experience in asset allocation, investment management and credit management, exceling in combining macroeconomic analysis and technical analysis to determine the optimal asset allocation strategy. Currently he is responsible for macroeconomic analysis, investment strategy development, and discretionary portfolio management. He actively shares his investment ideas and commentaries in public and he has his own columns in different media including Sing Tao Daily, Oriental daily, ET Net and Hong Kong Business Times. Prior to joining Harris Fraser, he was a corporate banker and managed loan accounts of listed companies from the Greater China region. He has experience in M&A loans, project financing, and cross-border financing. The loan size that he has dealt with was more than 10 billion Hong Kong dollars.

  • Toby So

    Investment Analyst

    Toby So

    Investment Analyst

    Toby So is currently an investment analyst in the investment research department at Harris Fraser. Since joining the Group, he has worked with the team in managing client portfolios with excellent results, achieving positive returns for the past 5 calendar years. He has extensive experience in the financial industry, including market research, investment strategy, and liquidity management. Toby has previously worked for international asset management firms, involved in the operation of funds with over US$3 billion in assets under management. He is also actively involved in media sharing, participating in online programmes such as "HF Navigation" and "HF Market Talk", as well as writing regular investment market outlooks for online publication. He holds a Bachelor's degree in Accounting and Finance from the University of Hong Kong.

    Toby So is currently an investment analyst in the investment research department at Harris Fraser. Since joining the Group, he has worked with the team in managing client portfolios with excellent results, achieving positive returns for the past 5 calendar years. He has extensive experience in the financial industry, including market research, investment strategy, and liquidity management. Toby has previously worked for international asset management firms, involved in the operation of funds with over US$3 billion in assets under management. He is also actively involved in media sharing, participating in online programmes such as "HF Navigation" and "HF Market Talk", as well as writing regular investment market outlooks for online publication. He holds a Bachelor's degree in Accounting and Finance from the University of Hong Kong.

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