Private Wealth Management

Simon Rutherfurd

Simon Rutherfurd, Director Investments

Simon joined Harper Bernays in July 2014 and was appointed to the Harper Bernays Board in September 2015.

Simon has oversight of the Harper Bernays Investment Team.

Click here for Simon’s biography

Based on Banque Privée principles of discretion and bespoke service, we manage and assist with the financial affairs of individuals and families.  We take a holistic approach to maximising family wealth over the longer term. Our service is now supporting third generation clients.

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Tony O’Regan, Director Client Services

Tony joined Harper Bernays in September 2002 and was appointed to the Harper Bernays Board in September 2015.

Tony has oversight of our broader Client Services and Financial Concierge offerings.

Click here for Tony’s biography

Individually Managed Accounts

The service we offer at Harper Bernays is highly personalised: We develop customised, individually managed investment portfolios, tailored to suit your specific needs, risk sensitivity and investment objectives.

For governance purposes, all client assets are held by an independant external Custodian.

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our IMA business

Financial Concierge

Over the years, driven by the awareness of our clients’ growing needs, our business has evolved into something much more than just managing clients’ investments.

If you have a financial or related need that is not a core activity of our Company, we pride ourselves on finding someone who will provide a quality solution.

Find out more about
our Financial Concierge Service

Harper Bernays Insights

The Harper Bernays periodicals provide our clients with a range of insights on key topics relating to their investments and the economy more broadly.

Along with our total Service Offering, these are provided on a regular basis to all of our clients, regardless of their portfolio size.

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Investment Insights