Our Clients

Tailored Financial Services

We are committed to providing a bespoke experience to each client under our care. Helping investors, big and small, to overcome their financial challenges is what we consistently do best.

Working closely with our clients, we analyze their objectives and address any concerns they have over their ability to maximize their potential. Our services are tailored around client-specific needs, working in consideration of an investment profile that is tailored around their individual risk preferences.

For Institutions

Working to provide leading corporations and institutional managers with a range of financial solutions specifically designed to complement existing competencies, Harvey Blackwood helps clients to maximize their financial capabilities through a range of services that address employee compensation and retirement concerns, investment activity council, capital allocation and business transition management.

For Financial Professionals

Harvey Blackwood provides independent financial professionals with access to institutional level services as they work toward building wealth for their clients. Located in Shanghai, China, our exposure to emerging opportunities throughout the Asia Pacific region is highly attractive as investors look to diversify assets by geography and sector.

Recognized through a reputation of reliability, we work with a select number of independent financial professionals situated in Northern American, Canada, UK, Western Europe and parts of the Middle East.

For Private Investors

Serving high-net worth individuals, their families and their businesses, we foster lifelong relationships by delivering upon our promises and exceeding expectations. Often spanning multiple generations, we formulate and execute strategies that seek to generate and preserve the value of accumulated wealth.

Our philosophy towards the responsible management of accumulated wealth adheres to a low-risk approach to investing without restricting the potential to capitalize on attractive opportunities.

Clients and their individual needs are placed at the forefront of our decision making process as we develop and maintain financial performance in line with their specific needs and objectives.