Investment Services

Experience and diversity

Harvey Blackwood offers private investors, their families and their businesses with a range of investment services that on the one hand, provides access to globally diversified solutions, whilst on the other hand delivers a custom experience through its team of recognized specialists.

The company leverages on its advantage as an independent firm by removing restrictions to go above and beyond what is required to exceed client satisfaction. Client specific investment services are custom-built as management decisions consider the best possible outcomes for each client under our care.

Concentrated portfolios are developed and managed on strong convictions in pursuit of an underlying investment philosophy that prioritizes value driven absolute returns over a more traditionally focused benchmark approach.

As an independent provider of investment management and wealth services, our investment specialists are provided with the freedom to address the specific needs and concerns of each client under management. This advantage provides a level of flexibility as strategy is able to quickly adapt as client preferences change and markets evolve.

Benefits of our investment services

•   Investment strategy targeted to your specific needs,
•   Direct access to a dedicated team of investment management and wealth specialists,
•   Tax optimization investment strategies,
•   Access to institutional level investment liquidity advantages,
•   Proactive, risk-adjusted portfolio management,
•   Asset protection through segregated custodian structure,
•   Custom reporting and performance analysis.