Our Investment Philosophy

Harrison Brook’s investment philosophy is key to our culture and also how we can make your money go further.

What we're about

Getting results

Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.

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Expats, international and remote workers have only had limited options available to them, dominated by offshore life insurance companies, until now. Here at Harrison Brook, we have made it our main objective to help our clients save cross-border to make the most of your money. Since our launch in 2013, we have partnered and developed a range of products and services, combining modern technology and full transparency, to find the best deal to help you live the life you choose.

How Do We Achieve This?

  • No upfront or backend charges on investments – only ‘clean’ class funds 
  • No commission or hidden fees
  • Detailed risk profiling to understand your financial priorities and risk appetite
  • Standardised risk-graded model portfolios, assessed and adjusted as required 
  • Using a combination of ‘passive’ and ‘active’ investments, with a focus on keeping fund costs low 
  • Utilising UK FCA regulated solutions that are available globally

What does Harrison Brook invest in?

  • Exchange Traded Funds, such as Vanguard, BlackRock iShares, etc.
  • Mutual funds
  • Bank deposits
  • Discretionary Fund Managers (DFMs)

What does it mean for expat and international investors?

Harrison Brook believe that every client and investor should clearly understand the underlying philosophy shaping the investments they are following and ensure that this matches their attitude to risk. This is an approach that you will discuss and work on with your Harrison Brook financial adviser. Together, we will create a clear and targeted personalised plan, developing an understanding of the relationship between the cost and potential return/value and maintaining diversification of assets to avoid overexposure to potential risk.

Investment FAQ

How do you invest?

The core of our model portfolios is built up with a ‘passive’ investment strategy. That means we don’t try and beat the market by moving or selling investments on a regular basis. We choose well known, high quality, low-cost funds to build a risk-graded portfolio. This is then tracked and assessed against a benchmark; a quarterly review meeting can also be arranged with your appointed financial adviser if required.

Where does Harrison Brook invest?

We invest in assets all over the globe. To mitigate risk that could occur in a specific area, our investments are highly diverse.

Can I choose my own investments?

Clients can choose to purchase their own funds via the investment platform, but these would be placed on an ‘execution-only’ basis as Harrison Brook would not be providing the advice in such an instance.

What Our Customers Say

Don't just take our word for it, here's what some of our clients have to say.

Testimonials

  • "From my first contact with Jack Camille I was impressed by the service of Harrison Brook. Advice was clearly given after an in-depth financial review. Advice was very clearly outlined and came with regular reviews of progress. Excellent service all round."

  • "Prompt reliable and expert help when needed.Transparent disclosure of all the costs involved. Friendly and efficient service I would highly recommend."

  • "Sound advice in difficult times. Acceptable prices when compared with alternatives. Regular contact and updates in clear understandable form."

  • "James was able to instantly build rapport, while he guided me through the process of opening an account. This is my first account of this nature, and I had countless questions. James patiently explain things in a way which was easy to understand, while still listening to what I had to say. I really appreciate his insight."

  • "Excellent customer service all the way through, professional, proactive, patient in answering all my questions, immediate answer to emails, great follow up and communication, deep legal knowledge and legal experience in the field, all of which helped in having my pension transferred in a faster amount of time than normal. I’ve rarely received such swift and excellent customer service before. The whole complex pension transfer experience could have been heavy and stressful, but instead it was the whole opposite."

  • "My financial knowledge is very limited but I knew I had to do to invest somewhere. I found the market scary and intimidating. I think really its a mine field. I am very grateful for finding Harrison Brook as they have been outstanding. From the very start they have guided me through the process in an honest and transparent manner explaining every step. Even after a lot of hesitation on my behalf. I don't think I could be happier with the first 6 Months. James Rayburn has been a class act answering all my interrogations patiently and professionally. I would recommend him and Harrison Brook to friends and family. The advice I have received has been very financially rewarding. I look forward to working with Harrison Brook and James for a very long time. Probably one of the best decisions I have ever made."

Harrison Brook has a 5 star independent service rating on Feefo

One of our expert financial advisers will aim to get back to you within 12-24 hours.

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