Harper Bernays: Information

Founded in 1988, Harper Bernays is one of Australia’s oldest and most discreet Investment Management firms. We have built a strong reputation among our clients and peers for both superior returns and providing a highly personalised level of service. As a discretionary funds manager, we work closely with our clients to establish a Individually Managed Account (IMA), which will be built to meet your specific needs including investment goals and risk profile. Harper Bernays does not pool client’s money together with other investors, who can have different investment objectives. All client accounts are also held by an external custodian, this ensures the highest level of governance and security. Harper Bernays can trade any listed vehicle on the Australian Securities Exchange (ASX). One of our key advantages is the calibre of relationships we maintain with senior management of listed companies, which can help the investment team determine whether we should invest into that company on the clients behalf. We have achieved a return of 14% p.a. since inception. Clients are a single monthly fee, which incorporates all of the Harper Bernays service offering. There are no establishment or exit fees.