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.

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。

  • 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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