Managed Investment Services

Contact us to find out more

Managed Investment Solutions can be a great option for clients looking to streamline the investment process.

With Managed Investment Solutions, the portfolio manager carefully selects a broad range of investments for diversification and combines them into one customised, convenient investment product.

We meet clients every day, we construct portfolios every day, we have a lot of experience and knowledge accumulated.​​

Andy Lam, Managing Director, Investment Research

What we offer?

We offer unique and bespoke Managed Investment Solutions for our clients.

  • Our Investment Research Team offers multi-investment solutions to meet our clients' needs.
  • Our investment universe covers a comprehensive, wide range of asset classes.
  • We offer tailor-made investment solutions with targeted returns and risk preferences.
Our services include
Visionary Investment Portfolio Services

Visionary Investment Portfolio Services (VIPS) is an investment solution for clients who participate in the Investment Linked Assurance Schemes (ILAS). VIPS provides a stable return and minimises the portfolio risk over the longer run.

FLEMING Portfolio

Our FLEMING Portfolio emphasises a 'buy and hold' strategy that helps client identify and invest into undervalued assets with great upside potentials. Our portoflio managers help clients minimise the trading turnover to capture the full investment cycle and enhance execution time.

MACRO Portfolio

Our MACRO Portfolio is a multi-asset strategy portfolio that primarily focuses on long-term strategic allocation on securities/funds. It applies technical and quantitative analysis for shorter-term exposure to capture extra alpha for the portfolio.

What sets us apart?
Harris Fraser works with service providers across different regions and sectors to identify your needs, help you gain access to suitable financial products and implement personalised solutions for you.
Our values
Why work with us?

We aim at delivering superior strategic advice and risk-adjusted returns to our investors.

  • To preserve capital

     

    We have portfolio management reporting platforms and bi-weekly market updates to minimise downside volatility through timely market intelligence. We also adopt a proven multi-disciplined approach through diversified portfolios to mitigate risk.

  • To extract maximum benefit from our service providers

    This is facilitated through the detailed analysis from research and prudent scenario generation, execution and possible cost reductions obtained from our service providers, also equitably reward our Partners and service providers to generate the best client experience.

  • Quality service with transparency

    Harris Fraser operates on a transparent fee service model. Each service provider is regularly appraised to ensure they are performing to a high standard for our clients.

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