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How
we operate
The
preferred minimum investment portfolio that we manage is $1
million, which can be established with cash or existing shares.
Our
client's investment portfolios are tailored to suit their
specific needs, and all clients have 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 detailing all investments and transactions.
There
are no establishment or exit fees, and the monthly management
fee is inclusive of the custodian's charges.
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