Harper Bernays state they love the fact that people have never heard of them despite their impressive returns.
— Founded in 1988, Harper Bernays is one of Australia’s oldest and most discreet Investment Management firms. They have built a strong reputation among their clients and peers for providing both superior returns and a highly personalised level of service.
Harper Bernays is a firm that has never sought the limelight – they have always preferred to keep a low profile and fly under the radar. This has allowed them to deliver strong investment returns for clients, which since inception has averaged at 14% p.a. (externally reviewed by actuaries), which is impressive considering the volatility the markets have experienced in recent times.
As a discretionary funds manager, they work closely with their clients to establish an Individually Managed Account (IMA), which will be built to meet the client’s specific needs including investment goals and risk profile. Harper Bernays does not pool client’s money together with other investors, who can often have different investment objectives. All client accounts are also held by an external custodian, this ensures the highest level of governance and security. This unique approach to investment management includes a comprehensive suite of end-to-end services incorporated into a simple, single monthly fee.
Harper Bernays can trade any listed vehicle on the Australian Securities Exchange (ASX). One of the key advantages is the calibre of relationships the investment team, headed up by Gareth Hulbert and Mark Yarwood, maintain with senior management of listed companies. This can help the investment team in making a decision as to whether or not they should invest into that company on the client’s behalf.
Harper Bernays strongly believes that no two clients are the same, nor will they have the same investment requirements. This is why they manage the investments for each client on an individual basis.
Harper Bernays manage the investments for a broad range of clients, including:
- CEO’s, CFO’s, and COO’s of Private/ Public companies
- Inherited Family Wealth
- Legal Professionals
- Medical Practitioners
- Overseas based clients
- Professional Sports People
- Small to Medium Enterprise (SME) Owners
- Self -Managed Super Funds (SMSF’s)
Finance has always been an industry on the move – always looking for the next big thing, the next big win. All the while the attention to clients has been left in its wake. What we see with Harper Bernays is that maybe new isn’t always best. Maybe, the way to go is just good old fashioned customer service.
Name: Nigel Phelan
Organization: Harper Bernays
Phone: 61 2 8098 7402
For more information, please visit http://www.harperbernays.com.au/
Release ID: 30489