Benefits

Capital protection

This is key to achieving long-term financial security. Avoiding deep drawdowns of savings capital is at the cornerstone of our investment philosophy.

Diversification

This is the basis for all our investment portfolios. Diversification is proven to generate the smoothest return profile over the long-term investment horizon.

Best risk return metrics

This is how we look at investing. We seek investments and opportunities which we believe will make the best risk-adjusted return

Tailored asset allocation

To make sure that you have the right mix of investment types that best suit your financial goals, objectives and risk tolerance – whether you’re investing for income, capital growth, capital security or a mix of all of these.

Common sense

Is key when managing investment risk. Patience, and not over-extending portfolios, is key to protecting portfolios from event risk.

When investing your capital, we seek to invest in the market-leading investors for each asset class.

Drawing from our deep investment market knowledge, the Harris Waterhouse Wealth Investment Committee constructs investment portfolios using a ‘fund of fund’ model.

We use our proprietary investment expertise to select investments and build portfolios (rather than using external asset consultants).

This means we can offer lower. fees for investing your capital, and deliver an optimal risk-weighted portfolio designed to meet your investment goals.