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.

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Harbour Investment Funds

Growth Funds
Designed to grow your capital over the longer term. These tend to be higher risk and higher return.
Income Funds
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.
See more about our funds

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
Find out more
Over $100,000

Direct

Non-advice
  • Minimum investment $100,000
  • Invest through us directly
  • Different options available
  • Online reporting available
Find out more
$ Varies

Financial Advisors

Advice
  • Invest through a financial advisor
  • Receive personalised advice
  • See the FMA website for a list of registered advisors
Find out more

“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 Income Quantitative 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, Senior Research Analyst
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
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Latest research & commentary

Sustainability-Linked Bonds: Video
Mortgage rates rise, but households can ...
Fixed interest
Harbour Outlook: Expansion accelerates t...
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