Harris Fraser Elite
Make an appointmentHarris Fraser Elite Service Hotline: 2827 2278
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Credibility
Harris Fraser has the ability and willingness to deliver continuously on our promises
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Integrity
Our integrity is demonstrated to clients through every interaction.
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Knowledge
We believe in investing in knowledge and sharing it with our clients
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Understanding
We develop a strong understanding of business and people so we can work better together
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Pioneering
We are pioneers in financial and wealth management solutions.
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.
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Steven Wong
Portfolio ManagerSteven Wong
Portfolio ManagerSteven 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.
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Toby So
Investment AnalystToby So
Investment AnalystToby 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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