Private Wealth

A boutique provider of private wealth management solutions for high-net-worth individuals, their families and charities, Harris Fraser assists clients to build and preserve their financial wealth.

  • Dedicated Australasian asset management and portfolio advisory team focusing on property, infrastructure, emerging and boutique hedge funds, private equity, inflation linked bonds/deposits and high yield hybrids
  • Liability matched asset allocation, risk budgeting and behavioural portfolio management providing high certainty outcomes for families and investors
  • Alternative asset consultancy: opportunistic property, liquid customized hedge funds, venture capital, catastrophe bonds fine wine/manuscript trading and other low volatility exotics
  • Full array of wealth management: banking, trust, company and estate services as well as multi-asset execution with consolidated reporting
  • Creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance
  • Developing customized investment strategies using equities, ETFs, bonds and term-deposits, property and funds both inside and outside of superannuation
  • Own extensive network in Asia and Australasia
  • Partnered as external asset managers with the major investment and private banks
  • Project management of international taxation structuring for cross border transactions