Harris Fraser Elite | Harris Fraser

Harris Fraser Elite

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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
Related Services
  • Discretionary Investment Management
    Harris Fraser Elite’s Discretionary Investment Management caters to high net worth individuals and family offices. We understand that the increasing pace and complexity of global financial markets present a host of challenges for investors trying to manage their portfolios. As such, we invest and manage assets on our clients’ behalf with the help of our unique network of experts and business partners in order to maintain and grow 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 and equities, as well as alternative investments such as discretionary hedge fund portfolios and advisory hedge portfolios or real estate. Clients can choose their portfolios to be managed by Harris Fraser In-house Discretionary Solutions, or a dedicated Relationship Manager, or by using an External Asset Management (EAM) model with one of our preferred private banks.
    詳細はこちら
  • Private Banking Advisory (EAM)
    Harris Fraser Group partners with reputable private banks to provide global private banking and External Asset Management (EAM) services for our clients. EAMs are increasingly being used to work as external advisors on lasting settlements such as successions, trusts and foundations. EAMs offer flexibility and highly personalised client service. Relationship Managers can suggest a wider range of diversification options than traditional banks. EAMs can also provide high-quality strategic advice on choosing between products and solutions that benefits the client.
    詳細はこちら
  • Succession and Estate Planning
    Harris Fraser offers a broad range of estate and succession planning solutions. Estate planning is about more than the tax bill that you may leave behind, it can involve various assets in different countries. Due to these complexities, administration of an estate is often a long process that can take an individual months, or even years, to deal with. 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.
    詳細はこちら
  • Immigration Consultation
    Harris Fraser maintains good relationships with professional immigration consultants. We can provide immigration advice based on our clients’ needs. Given immigration regulations change rapidly, high quality immigration services are essential.
    詳細はこちら
  • Life and Health
    Universal Life is a flexible, premium life insurance policy that can help high net worth individuals grow, preserve and transfer their wealth to the next generation. The amount of premium can be varied by applying a portion of the accumulated savings to cover the cost. Clients can also modify the death benefit amount while the policy is in force. Typically, there is a guaranteed rate of return of the savings portion for the first year, and a minimum for the life of the policy.
    詳細はこちら
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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