"Creating wealth through direct share ownership"
Harper Bernays is a private investment manager, and licensed securities dealer, specialising in Australian listed securities. From the outset Harper Bernays has focused solely on managing the wealth of private investors, irrespective of the corporate structures involved.
Disappointed with the lack of choice available to private investors, we were established in 1988 to serve the needs of private individuals who were seeking a more personalized service, to assist them and their families in long term wealth creation. In recent years we have extended our capability to allow us to assist clients with their philanthropic activities.
The importance we place on managing our clients’ funds is matched only by our resolve to clearly communicate our investment philosophy. For many the fear of either losing everything during times of uncertainty or missing out during periods of market euphoria often undermines the essence of good investing. With this in mind, we take a longer-term view, and disciplined approach, to creating lasting wealth.
As an investor you may have specific objectives and views on how your portfolio should be managed. You may not have, however, the time or desire to closely monitor individual stocks or to ensure that your portfolio remains aligned with your investment strategies. Unlike pooled funds, we offer a highly tailored service to meet each individual clients needs, including any requirements of an ethical nature. Our portfolio management service differs greatly from the traditional managed unit trust, and our success is founded on attention to client needs and the one-to-one relationship we develop with each of our clients. This leads to more informed investment decisions, and also provides clients with the ability to discuss their portfolio at any time with our investment managers, and analysts.
We have established strong relationships with major institutional stockbrokers, analysts and underwriters and we have direct access to the management of the listed companies in which we invest.
As part of our service Harper Bernays also assists clients in ensuring that their corporate structures and estate planning and asset protection strategies are appropriate and aligned with their objectives. To assist our clients philanthropic activities, in 2006 we established The Harper Bernays Public Charitable Trust, with ourselves and ANZ Trustees as Co-Trustees. This provides a convenient vehicle for our clients to make charitable donations to worthy causes.
