When it comes to reliability, process beats talent.

Our Approach

At Harbour Reach, we have found that taking a process-driven approach to building portfolios increases consistency in meeting our clients’ objectives.

Our top-down process covers all the necessary steps from understanding the current environment, formulating the right strategy, selecting suitable products for implementation, through to efficient execution.

We also offer a range of reporting and communication options to meet our clients’ needs.

 

Global Economics

Research into the different activity and policy cycles that drive asset prices.
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Investment Strategy

Forward-looking, asset allocation research.

Investment Research

Quantitative and qualitative research of investment products and securities, including ESG and sustainability assessments.
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Investment Solutions

Cost-effective traditional and goals-based solutions to meet common client objectives.

Customised Consulting

Tailoring our investment process support a wide range of investment philosophies and objectives.
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Toby Lewis CFA, FRM, GAICD

Toby founded Harbour Reach in 2018. He has more than 20yrs experience in investment research, strategy and portfolio management.