Discretionary Investment Management
Contact us to find out moreWe 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.
Your diversified, discretionary portfolio may incorporate a mix of Harris Fraser's 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.
Our experts provide specialised and innovative financial advisory services to help clients achieve their lifetime goals and meet their ongoing needs.
Discretionary investment management is dynamic and engaging.
Andy Lam, Managing Director, Investment Research
Harris Fraser In-house Discretionary Solutions
-
Global liquidity including multi-currency.
-
Domestic, global and emerging markets fixed income.
-
Domestic, global and emerging markets equities, Exchange Traded Funds (ETFs).
-
Multi-asset programmes.
-
Alternative investments – discretionary hedge fund portfolios and advisory hedge portfolios.
Our FLEMING Portfolio, 'FLEMING' emphasis on a 'buy and hold' strategy. Based on a value-investing discipline, our portfolio managers aim to identify and invest into undervalued assets with great upside potentials. Based on the strategy, they will try to minimize the trading turnover to capture the full investment cycle. Technical analysis is also involved to enhance the timing on execution.
Our MACRO Portfolio is a multi-asset strategy portfolio that offers an all-rounded yet unique investment solution to our valuable clients. The unique feature is that it encompasses multi different strategies that would be value-added to the portfolio. One that primarily focuses on long-term strategic allocation on securities / funds with sound fundamentals and thematic investment idea; while the other one applies technical and quantitative analysis for shorter-term exposure to capture extra alpha for the portfolio.
Your dedicated investment management partner
-
Meet financial advisors that identify your needs
First, we discuss your financial situation, investment goals and risk tolerance. Then you can choose whether Harris Fraser's In-house Discretionary Solutions, a Relationship Manager, or using an External Asset Management (EAM) model to manage your portfolio.
-
Harris Fraser In-house Discretionary Solutions
We develop comprehensive investment strategies that account for risk profile. These centrally-managed portfolios change in response to the markets can be crucial in a volatile economic climate.
-
Your dedicated Relationship Manager
Our Relationship Managers provide wealth management advice and create personalised portfolios based on your needs. You can also correspond with our in-house research team, product experts and business partners.
-
External Asset Management (EAM) model
EAMs are external advisors on lasting settlements such as successions and trusts. EAMs provide services including Asset Allocation, Family Governance, Estate and Tax Planning, Corporate Advisory and Private Placement.
“We are looking after people’s investments over a long period of time, and across generations. Clients will move from the accumulation phase to active and passive retirement. In order to meet clients’ needs at different life milestones, a regular review process is an integral part of our service.”
Andy Lam, Managing Director, Investment Research
Start the conversation
Feel free to contact us by email or phone.