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WHO ARE OUR CLIENTS

Harper Bernays works discreetly with high net worth individuals, families and charitable, not-for-profit organisations. We have a long history of bespoke service tailoring individual portfolios to each client’s specific needs.

Private Individuals
and Families

We provide a full-service Individually Managed Account (IMA) Funds Management and Family Office service for individuals, families and extended families. All IMAs are bespoke and tailored to maximise outcomes for each and every client to reflect their individual ethical, risk and taxation profiles.

Charitable and
Not-For-Profit

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.  Some Not-For-Profit organisations may find our Public Charitable Trust an attractive option.

The Harper Bernays 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.  It does manage monies for Charities, but is most especially well-suited to all but the very largest Family Philanthropic Foundations.