How we operate and what we do

We provide active daily management of individual share portfolios for high net-worth clients and make our investment decisions on a discretionary basis.

We make these investments in securities of companies listed on the Australian Stock Exchange and, as an active institutional investor, we maintain regular contact with the management of listed companies and with leading industry analysts.
Our experienced investment managers continually review new investment opportunities and trends. They work with our strong broker network to ensure that our clients can participate in new floats, share placements and sub-underwriting.
Each individual clients’ investment portfolio is tailored to suit their specific needs, with all clients having direct access to Harper Bernays' investment managers.
Where possible, we hold investments for the long term and we avoid using leverage or other gearing.
All investments are registered directly in the client's name and held separately by an external Custodian.
Clients are provided with a monthly portfolio statement prepared by the Custodian, on their letterhead detailing all investments and transactions.
There are no establishment or exit fees, and the monthly management fee is inclusive of the Custodian's charges, and all the ancillary services we offer.