Harris Bazzan Private Wealth
Trusted. Discreet.
Tailored Wealth Advisory.
Boutique Private Wealth Advisory & Multi-Family Office.
We provide tailored financial strategies grounded in absolute discretion and decades of experience. Serving a select group individuals and families, we build enduring relationships based upon privacy, trust, and uncompromising excellence.
Our approach considers every aspect of your financial life and legacy, guided by values that set us apart:
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Refined & Discerning: Sophisticated, never ostentatious.
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Professional & Uncompromising: Grounded in excellence.
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Tailored & Reserved: Discreet solutions for unique circumstances.
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Holistic & Wise: Strategies that look beyond wealth alone.
Practice Areas.
Our strategies are aligned with your long-term best interests.
We develop tailored investment and financial strategies based upon your unique aspirations, legacy, and risk tolerance. Our approach emphasises capital preservation, considered growth, and proactive management, ensuring your wealth evolves in line with your ambitions and circumstances.
Who we are.
Your investment team is led by co-founders Alexander Harris and Geoffrey Bazzan, who bring decades of expertise in wealth management and investment strategy to a select group of clients.
Alexander Harris
Alex began his career in funds management with Pengana Capital in 2007 as an equities analyst focusing on Australian shares. During his tenure, he also contributed to the Risk and Compliance committees, reporting on strategy and group exposures. He then joined J.P. Morgan, providing compliance and risk solutions to Australian superannuation funds, Asia-based hedge funds, and government portfolios. Identifying a significant gap in the wealth management sector for independent, client-centric investment advice, Alex founded Intelligent Wealth in 2015, offering holistic guidance to significant family groups and individuals.
Geoffrey Bazzan CFA
Geoffrey is a highly experienced investment professional with nearly three decades of expertise. He began his career as a graduate credit analyst at National Australia Bank before joining Maple-Brown Abbott (M-BA), one of Australia's most respected investment managers. Over 28 years at M-BA, Geoffrey held various roles, including serving on the board of directors and as Head of Asia Pacific Equities, managing client portfolios exceeding $4 billion. His experience includes managing relationships with sovereign wealth funds, international family offices, pension funds, and domestic institutions. Geoffrey has managed portfolios across Australian, Asian, and balanced strategies delivering strong long-term performance. Geoff also sits on a number of investment committees and is a non-executive director at Khush Housing Finance, a Mumbai based housing loan finance corporation. Geoff holds a Bachelor of Business (Hons), received his CFA designation in 2001, and completed the Advanced Management Program at Harvard Business School in 2014.
“Investing is simple, but not easy.”
- Warren Buffett
