Tailored Solution for Family OfficesGet in touch
We can help you on your road to success
We have extensive business networks together with major insurance companies and financial institutions.
We partner with reputable private banks to offer our clients with personalised financial and investment services and products.
Together with Mason's Group, we provide our corporate clients with a full range of investment banking services.
All our relationship managers are hand-picked for their expertise and experience. Our clients will have their dedicated relationship mangers to look after their needs and to support them from all walks of journey with us.
Harris Fraser offers a range of portfolio management services to Family Office clients including traditional asset management, investment advisory services and private banking advisory.
In line with our investment philosophy, we avoid asset overpricing and ‘herd’ mentality investments in our allocations to protect your capital.
Our consulting team focuses on providing in-depth investment insights to generate profitable portfolio allocations. We assist our valued clients to discover specific market dislocations and emerging themes, which have yet to be exploited by the broader market. Clients are able to make profit from them before other investors ‘crowd’ the same ideal.
Family and Business Advisory
Family wealth is not just financial assets. It involves challenges like taxation, philanthropy and multi-generational cooperation, which require specialist advice. Clients can benefit from Harris Fraser's specialist family advisory services and our long experience in working with professional intermediaries and unique valued clients.
Family Business Planning
Well-considered advice for family business planning can make the difference by considering the business's governance system, rules of engagement and leadership succession planning to ensure continued family ownership, liquidity and flexibility.
We help families develop and implement a customised framework to improve profitable decision-making whilst reducing the risk of family conflicts. This may include actions like guidance in establishing a family mission statement or a family constitution.
Your health is the most precious asset.
Let us be your trusted wealth and health partner.
Wealth and health are vital in life. By applying the wealth management model to the healthcare sector, Harris Fraser partners with scientists and medical executives to provide healthcare management solutions for families, children, and individuals.
Harris Fraser Group is the most trusted partner in wealth management. The Group has been in business and has had very consistent performance since the 1990s. For that is very precious.
Philip Lau, Mason Group Managing Director and Chief Executive of Global Wealth Management
We want our clients to grow with us, their wealth, to grow with us. We’ve stayed in the industry for thirty years because we can meet our clients’ needs.
Andy Lam, Chief Executive Officer