Providing simple and effective investment management and wealth solutions to support the people and causes that matter.
Institutional grade investment capability, delivered personally
Our experienced portfolio managers utilise detailed in-house investment analysis along with access to market leading third party insights and opportunities. Clients benefit from this sophisticated investment capability being implemented uniquely through individually tailored and managed portfolios that are held in third party custody for safeguarding.
A global search for high quality investment opportunities
Harper Bernays clients benefit from an investment offering that can access the best opportunities globally across direct equities (local and international), third party managed funds and bespoke investment opportunities. Our unique investment structure offers participation in many opportunities only available to institutional investors. The Harper Bernays investment process is used to assess opportunities to ensure that they meet our quality, superior growth and risk management requirements.
Transparency and governance
Clients have unfettered access to our Board, senior leaders, portfolio managers and analysts responsible for equities and manager due diligence, governance and risk protocols. Clients maintain beneficial ownership of assets and have visibility of underlying holdings and access to complete yet simple performance and tax reporting via our bespoke online portal.
Alongside our core offering, HB Biotechnology offers clients a strategy designed to deliver attractive risk-adjusted returns via exposure to global small to mid-cap biotechnology and medical technology companies. HB Biotechnology is led and jointly owned by Dr Charles Williams, PhD, an expert in the sector.