Harris Fraser Elite | Harris Fraser

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.

Clare Lau, Group Director

当社の価値
  • 信頼

    当社は公約を実現するために全力を尽くし、また常に達成し続ける術を持ち合わせています。

  • 誠実

    お客様との対話を通じて、当社の誠実性を

  • 知識

    当社は、知識を深めるために投資すべきであり、その知識をお客様と共有すべきであるという信念を持っています。

  • 理解

    当社は、ビジネスと人々についてしっかりと理解を深め、共に努力して進みます。

  • 先駆者

    当社は金融および資産管理のソリューションにおける先駆者です。

さらに詳しく
The Elite Team

ハリス・フレイザーのアセット・マネジメント・チームは、長年の豊富な経験を持っています。私たちの投資調査チームは、個々の国、地域、およびセクターをマクロ的な側面における集中的なファンダメンタルズ分析から始めるトップダウン・アプローチをとっています。さらに、クロスマーケットの資金の流れや投資機会を特定する動向などの専門的な分析を行います。戦略的な資産配分で多様な資産クラスに投資することで、お客様の目標を達成する満足いただけるリスク調整後のリターンを提供し、双方に有利な状況を作ることを私たちの使命としています。

  • Andy Lam

    Chief Operating Officer

    Andy Lam

    Chief Operating Officer

    With more than 25 years of extensive banking and financial advisory experience, Andy is a key member of the senior management team at Harris Fraser. Since joining the company in 2000 Andy provides investment and portfolio advice to private clients and corporate employees. He is also involved in business development and strategic planning. Over the past years at Harris Fraser, Andy has developed extensive managerial experience in investment management, investment research, compliance as well as sales and marketing. Andy often speaks at public seminars and was a guest lecturer at the University of Hong Kong. He currently teaches investment courses at ET Business College. He is frequently interviewed by the media and regularly publishes market commentary articles. Prior to joining Harris Fraser, Andy gained extensive experience in the areas of research, private trusts and banking, bonds and securities dealing, with financial institutions such as Bank of America, Morgan Stanley, Reserve Bank of New Zealand and DF Mainland Securities Limited. Andy has a Bachelor's degree in Banking from the Hong Kong Polytechnic University and a Master's degree in International Business from the University of Auckland in New Zealand. Andy received the iFAST Wealth Advisers Awards' Individual Award in 2014 and 2017.

    With more than 25 years of extensive banking and financial advisory experience, Andy is a key member of the senior management team at Harris Fraser. Since joining the company in 2000 Andy provides investment and portfolio advice to private clients and corporate employees. He is also involved in business development and strategic planning. Over the past years at Harris Fraser, Andy has developed extensive managerial experience in investment management, investment research, compliance as well as sales and marketing. Andy often speaks at public seminars and was a guest lecturer at the University of Hong Kong. He currently teaches investment courses at ET Business College. He is frequently interviewed by the media and regularly publishes market commentary articles. Prior to joining Harris Fraser, Andy gained extensive experience in the areas of research, private trusts and banking, bonds and securities dealing, with financial institutions such as Bank of America, Morgan Stanley, Reserve Bank of New Zealand and DF Mainland Securities Limited. Andy has a Bachelor's degree in Banking from the Hong Kong Polytechnic University and a Master's degree in International Business from the University of Auckland in New Zealand. Andy received the iFAST Wealth Advisers Awards' Individual Award in 2014 and 2017.

  • Cyrus Chan, CFA

    Investment Strategist, Investment Research

    Cyrus Chan, CFA

    Investment Strategist, Investment Research

    Cyrus Chan, CFA, currently works as an investment strategist under the Research Department in Harris Fraser. Since joining the group, Cyrus have been managing the portfolio for the group's clients. He specializes in macroeconomic research and global asset allocation strategies; he also constructs models for portfolio analysis and management. The investment portfolio managed by him and the team outperforms the market and has an impressive track record. In addition, by doing thorough market research on the global economy and investment markets, Cyrus produces investment research reports and devises investment strategies for clients as well as the team. Cyrus actively shares his investment ideas and commentaries in the media, publishing articles on newspapers, magazines, and online platforms, including “ET Net”, “Sing Tao Investment Weekly”, and “Headlines News” etc. In addition to the columns, Cyrus is often invited by financial media to appear in programs such as “Now Finance” , “AAStocks”, and “Sun Channel” , he also appears in the online videos of Harris Fraser Group. Prior to joining the Group, Cyrus worked in a number of international banking and financial institutions, including HSBC, BOC Hong Kong, and Taifook Securities (currently known as Haitong International Securities), gaining rich investment & portfolio management experience over his tenure in the industry. Cyrus is a Chartered Financial Analyst® (CFA) Charterholder and holds a bachelor degree in business administration.

    Cyrus Chan, CFA, currently works as an investment strategist under the Research Department in Harris Fraser. Since joining the group, Cyrus have been managing the portfolio for the group's clients. He specializes in macroeconomic research and global asset allocation strategies; he also constructs models for portfolio analysis and management. The investment portfolio managed by him and the team outperforms the market and has an impressive track record. In addition, by doing thorough market research on the global economy and investment markets, Cyrus produces investment research reports and devises investment strategies for clients as well as the team. Cyrus actively shares his investment ideas and commentaries in the media, publishing articles on newspapers, magazines, and online platforms, including “ET Net”, “Sing Tao Investment Weekly”, and “Headlines News” etc. In addition to the columns, Cyrus is often invited by financial media to appear in programs such as “Now Finance” , “AAStocks”, and “Sun Channel” , he also appears in the online videos of Harris Fraser Group. Prior to joining the Group, Cyrus worked in a number of international banking and financial institutions, including HSBC, BOC Hong Kong, and Taifook Securities (currently known as Haitong International Securities), gaining rich investment & portfolio management experience over his tenure in the industry. Cyrus is a Chartered Financial Analyst® (CFA) Charterholder and holds a bachelor degree in business administration.

  • Steven Wong

    Portfolio Manager and Senior Investment Analyst

    Steven Wong

    Portfolio Manager and Senior Investment Analyst

    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.

次のステップ

ご相談ください

メールまたは電話でお気軽にお問い合わせください。

お問合せ