Scott Fraser | Investment Manager

As an Investment Manager, I bring a worldly perspective to craft sophisticated investment strategies for high-net-worth and generational families, refining investment theses to incorporate speciality needs such as socially responsible and fossil fuel-free approaches while enhancing global equity and fixed-income portfolios. I excel in holistic portfolio construction, aligning with clients’ long-term goals and values, guided by a robust investment policy and risk management lens. My expertise ensures agile decision-making, leveraging economic forecasts, asset allocation, manager selection, and performance monitoring, with tools like Morgans reporting platform providing real-time portfolio visibility and analytics. I prioritize transparency, risk mitigation, and access to unique direct and global opportunities to foster wealth preservation and growth across generations.

My services include comprehensive investment advisory, portfolio management across equities, bonds, real estate, private equity, and alternative investments, as well as consolidated reporting, investment screening, custodial oversight, and sustainable investing tailored to clients’ values, ensuring their legacies thrive in a complex global environment.

My investment philosophy is built on integrity, discretion, and true alignment with my clients’ interests. I focus on designing bespoke, multi-asset portfolios that reflect the unique needs of each family or institution. These portfolios span global equities, alternatives, credit, real assets, and impact investments, and are always underpinned by disciplined macroeconomic views and deep manager due diligence.

I approach wealth management as more than just investing, it is about stewardship. Every recommendation is informed by careful analysis, global perspective, and a commitment to building resilience across market cycles. This disciplined approach ensures that clients not only grow their wealth but also preserve it for future generations.