Harbour Invest

&

expanding wealth management. goal-based investing. personalised solutions. securing your future. future-ready portfolios.

Private wealth management for retail, institutional & corporate clients since 2011.

Expanding
Wealth

At Harbour Investment Partners, we are committed to providing highly personalised private wealth management and client experiences that meet and exceed your exacting standards.

We offer attractive time tested products typically reserved for institutions and family offices, developing portfolios from the ground up to put your capital to the best use, leveraging a dedicated customised client risk and reward profile.

Our astute wealth management offering integrates our comprehensive wealth planning service with best-in-class private and public vehicles to help you meet your unique financial needs.

A wealth planning conversation seeks to  ease financial complexity, set priorities and put plans in place to help you achieve your goals and prepare for life’s unexpected challenges. We use an integrated team approach, working closely with your professional advisors, to strategize and set your plan into action.

We have the tools to truly develop your wealth plan from the ground up to put your family’s capital to the highest use, with risk and reward customised to your unique goals.

Collectively, our employees and industry professionals make up the largest input we have in our portfolios. We’ve also optimised our fee structure by removing incentives to allocate your money to strategies that generate performance fees. This ensures we’re focused on providing the right advice and solutions that puts your needs first.

At Harbour Investment Partners, exceptional is the norm. We break down traditional silos to ensure our entire firm is connected. From our client Wealth Management and Investment teams to our Wealth Planning and Leadership teams, we are constantly collaborating to ensure you benefit from our best collective ideas.

INSIGHTS

The appeal of direct lending in the current market environment

INSIGHTS

Five considerations for year-end wealth planning

Insights

We give you exclusive access to inspired thinkers and thought leaders in finance and beyond, whose ideas are helping to shape the world.

Relationship Summary for Retail Investors

This Relationship Summary provides you with detailed information about the investment advisory services we provide and how we charge for them.
Scroll to Top
Scroll to Top