Our History
Built on trust. Grown through relationships.
Harbour Management was founded in 2007 by Walter Lewin and Steven Boyd, both seasoned finance professionals with extensive experience in the banking and financial services industry. Their leadership and expertise laid the foundation for a firm focused on delivering personalized, high-quality financial advice. Steven Boyd has remained with us full-time to this day, continuing to play a key role in our ongoing success.
What started as a small independent practice in Sydney has grown steadily through referrals and word-of-mouth, reflecting the trust clients place in us. We’ve expanded our team by recruiting top talent not only from Australia’s financial sector but also from international markets such as the United States and the United Kingdom, bringing a global perspective to our advice.
Today, Harbour Management serves clients across Australia with a dedicated team of approximately 60 professionals. We remain committed to putting people first and building long-term relationships grounded in expertise and integrity.
History timeline
Steady growth and gains
2007
Harbour Management was co-founded by Walter Lewin and Steven Boyd, both seasoned finance professionals with broad experience in banking and financial services. Starting as a small independent advisory firm in Sydney, the focus was on delivering personalized, high-quality financial advice.
2010–2012
The company experienced steady growth through referrals and strong client relationships. Steven Boyd, one of the co-founders, committed to a full-time role, playing a crucial part in expanding the firm’s service offerings and building a trusted client base.
2013–2016
Harbour expanded its team by recruiting experienced professionals from Australia’s top financial institutions. The firm also began to attract talent from international markets including the United States and the United Kingdom, enriching its global perspective.
2017–2019
Harbour deepened its commitment to client-centered advice, embracing new technology to improve service delivery and enhance client communication. The team grew to approximately 40 professionals, allowing the firm to broaden its range of financial solutions.
2020–2023
Amid global economic uncertainty, Harbour remained a steady partner for clients, helping them navigate market volatility and complex financial decisions. The firm continued to evolve, expanding to around 60 staff members while maintaining its boutique, client-focused approach.
Today
Harbour Management proudly serves a diverse client base across Australia. Under the leadership of co-founder Steven Boyd and a dedicated team of around 60 professionals, the firm continues its mission to provide trusted, tailored financial advice built on lasting relationships.