Experienced Team.

Research Driven.

Highly Rated.

We are a proven New Zealand based Investment Management company that delivers market-leading investment outcomes for our clients. Responsible investing is core to our investment philosophy.

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Research drives all our investment decisions.

We regularly publish articles and market updates from our research analysts.

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Responsible Investing

Sustainability is an integral part of both our investment process and our team values.

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Harbour follows solid, proven and research-driven investment processes.

Our investment philosophy is focused on consistency – in combining fundamental analysis with the skills and knowledge of experienced people.

Harbour Investment Funds

Designed to grow your capital over the longer term. These tend to be higher risk and higher return.

Designed to provide a steady income, and some capital growth. These tend to be medium risk and medium return.

Fixed Interest Funds

Designed to protect your capital, and often used as a risk-diversifier for those who hold riskier investments. These tend to be lower risk and lower return.

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Interested in investing with us?

Get started today.

There are three options if you choose to invest in Harbour Funds. The option you pick will be related to the size of your investment, and your appetite for personalised financial advice. If you aren't sure about anything, we do recommend you seek advice from a qualified financial advisor.

Over $250

InvestNow

Non-advice

Minimum investment $250
Manage your own investments
No InvestNow transaction or admin fees
Manage your portfolio online

Over $100,000

Direct

Non-advice

Minimum investment $100,000
Invest through us directly
Different options available
Online reporting available

$ Varies

Financial Advisors

Advice

Invest through a financial advisor
Receive personalised advice
See the FMA website for a list of registered advisors

“Harbour sets the standard in the local industry for transparency, disclosure, and investor engagement. In our view, Harbour is one of the strongest stewards of investor money in NZ”.

Morningstar Inc. - 2020

Our team

Andrew Bascand

Managing Director

Cheryll Morales

Director, Operations Manager

Ainsley McLaren

Executive Director

Jorge Waayman

Manager, ESG Research

Hamish Pepper

Fixed Income & Currency Strategist

Sophie Parlane

Director, Communications Manager

Mark Brown

Director, Head of Fixed Income

Paula Drew

Business Analyst

Øyvinn Rimer

Director, Senior Research Analyst

Hannah Kahu

Marketing & Communications Associate

George Henderson, CFA

Portfolio Manager

Craig Stent, CFA

Executive Director, Head of Equities

Kevin Bennett

Director, Head of Research

Chris Di Leva, CFA

Portfolio Manager, Multi Asset Specialist

Linda Hardy

Operations Analyst

Anne-Marie Carian

Director, Product Manager

Mitchell Rooney

Investment Analyst

Jenny Yang

Fixed Interest Analyst

Shane Solly, CFA

Director, Portfolio Manager

Shannon Murphy

Investment Specialist

Anna Vakalo

Office Coordinator / EA

Ruari McGregor

Director, Chief Operating Officer

Susanna Lee

Director, Portfolio Manager

Simon Pannett, CFA

Director, Senior Credit Analyst

Charles Pearce

Operations Analyst

Simon Momich, CFA

Research Analyst

Tina Troke

Client Services Associate

Darshana Raniga

Client Services Associate

Latest research & commentary

Are the lights going to go out?

Inflation risks building

Harbour Outlook: Markets balance higher ...