FAIRTREE INVEST

FAIRTREE INVEST

FAIRTREE INVEST has been tasked by Fairtree Private Client to develop and manage unique retail investment solutions for their high net worth clients. The team represents an unusual blend of financial planner and fund manager skills. The needs of the private client are therefore well understood, which allows them to develop and manage bespoke investment solutions that will provide investors with the best opportunity to meet their investment objectives. The team has an open and flexible mandate that empowers them to:

  • Utilize traditional and bespoke tax efficient investment structures, recognized by well respected providers such as RMB, Investec, and Stanlib, Glacier by Sanlam and Momentum Wealth and Allan Gray.
  • Follow a multi manager approach, blending the skills of various fund managers to ensure diversification and the mitigation of risk.
  • Blend traditional asset classes and instruments such as direct equities, bonds, property, cash, ETF’S, SMART BETA, index trackers and CIS funds with alternative asset classes and instruments offered by hedge funds.

The team benefits from the robust hedge fund capability that has been created within the Fairtree group, which allows them to successfully identify suitable managers and to introduce these unique asset classes to investment portfolios.

OUR MANDATE

  • Retail Front Office (Administration, Enquiries, Communication and CRM – direct Fairtree retail/private clients)
  • Portfolio/product structuring & Management thereof (Retirement, Discretionary, Unique Bespoke solutions)
  • Portfolio Reporting
  • Investment Resource Development/Management (Portfolio Analysis Tools, Newsletters, Market Insights, Portfolio Illustrations etc.)
2012
FOUNDED
Years track record of developing and management of unique retail investment solutions for high net worth clients.

View our Investment Resource Management documents below:

Monthly Insights
Portfolio Sheets
Quarterly Reports