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