An Introduction
Harbour Investment Partners is a distinguished Australian firm offering strategic financial solutions exclusively for wholesale clients. Established in 2011, we are dedicated to empowering high net worth individuals, families, and institutions with insightful, market driven strategies. Our expertise spans fixed income, private equity, and global securities, allowing us to provide sophisticated approaches tailored to complex investment needs.
We pride ourselves on delivering exceptional service, fostering long-term relationships, and providing access to opportunities typically reserved for leading institutions and family offices. Our commitment is to help wholesale clients optimise their financial outcomes through informed decision making.
TRACK-RECORD
15+ years in investment management.
ASSETS UNDER MANAGEMENT
Increases Year on Year.
Collectively, we operate a employee performance fee structure so our interests are the same.
FIXED INCOME
The broad and growing appeal of fixed-income investments has caused an explosion in the type and range of products available.
Global investment strategies across equities, fixed income and alternative asset classes in both public and private markets.
Widely recognised by our clients for providing exceptional client service.
Private and Public Investment Strategies
Personalised Client Experience
Holistic Financial Approach
Your life encompasses family, career, investments, travel, business, and philanthropy. We offer a dedicated team providing strategic financial insights for wholesale clients, designed to add value at every stage of your journey. As your circumstances change, we are here to review and refine strategies to help align with your evolving goals and objectives.
What you can expect
FINANCIAL WELL BEING
We provide clients with strategic insights to help them understand their overall financial landscape. Our approach ensures that your financial strategies remain aligned with your long term aspirations and objectives.
FAMILY FOCUS
We encourage involving your entire family in financial discussions to foster informed decision making. Through educational resources and seminars, we promote financial stewardship and prepare future generations.
EVENTS & INSIGHTS
Gain access to expert market insights through regular events and thought leadership updates. Our quarterly reports keep you informed on trends in the global economy and financial markets.
CONTINUOUS EVOLUTION
We continually refine our services to meet the evolving needs of wholesale clients. Our holistic approach simplifies the complexities of financial strategies, from investment insights to wealth transfer planning.
You can be confident knowing your money will be invested in the same strategies as ours.
Aligned Interests
Invested With You
We offer a performance reward to our employees so our incentives are aligned.
Transparent Fee Structure
Our simple fee structure is free of any incentives that might get in the way of putting your interests first.
Our Clients
Families, business owners, professionals, academics, athletes, visionaries, institutions, the next generation of investors, and beyond.
Our clients drive industry, societal change and shape our country. We serve a highly diverse group of clients, all with specific personal goals, lifestyles and risk tolerances. We excel at taking care of their wealth so they can pursue their passions and inspire others.
Whether you’re expanding your family, planning for retirement, or adjusting to life changes, our financial strategies are designed to meet your evolving needs.
We offer education and guidance to empower younger generations to take control of their financial future.
Our strategic financial insights help business owners protect personal assets, build security, and achieve financial independence while managing their business interests.
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Strategic Financial Insights
Your goals and aspirations guide our strategic financial approach. Through a detailed discovery process, we help wholesale clients identify and prioritise what matters most to them.
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Events & Education
We partner with special organisations and speakers to give you unfettered access to inspired thinkers and thought leaders in finance and beyond.
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Insights
Gain insights on trends in global markets and the economy commentary to keep you and your family informed.
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Contact Us
We’d be pleased to explore how our strategic financial insights can support your investment objectives.