Our approach

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.

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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.

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Solutions for clients’ broader needs

Our Financial Concierge service leverages the firm’s expertise and external networks to help address many of the financial or related challenges that our clients may face. We regularly deal with complex problems, from assistance with entity structuring or financial modelling to asset disposals, acting as power of attorney or trustee, and dispute resolution.

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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.

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HB Biotechnology

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.

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