Our Clients

Private Individuals / Families

We provide a full-service Individually Managed Account Funds Management service for individuals, families and extended families.

Charitable and Not-For-Profit Institutions

We provide an Individually Managed Account service for a range of charitable and not-for-profit organisations. Much of our recent growth in this area is due to the role we play in connecting our existing individual or family clients with charities they’d like to support.

Public Charitable Trust

Harper Bernays runs a Public Charitable Trust for existing or new clients whose needs and preferences make this an ideal vehicle for their philanthropic activities.