FAIRTREE COMPANIES

Introduction

FAIRTREE PRIVATE CLIENT and FAIRTREE INVEST work very closely together to optimise the client investment experience. The team represents an unusual blend of financial planners and fund managers’ skills. This allows them to develop and manage bespoke investment solutions that will provide investors with a strategically designed opportunity to meet their investment objectives.

They pride themselves on “Creating Wealth Through Listening”, with their pinnacle focus areas geared toward:

Real Relationships

Sustainability

Simplicity

Adaptability

Transparency

Co-Creativity

2 Minute Overview Video

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Overview Presentation

Fairtree Private client

FAIRTREE PRIVATE CLIENT (FSP 12179) is a registered and authorized Discretionary Financial Services Provider - offering financial services with excellent client engagement. We have a role in managing each client’s portfolio alongside the FAIRTREE INVEST investment committee. All but three of their Advisers have their CFP’s (Certified Financial Planners).

We dedicate ourselves to:
  • Serve clients with authentic, specialized and professional guidance;
  • Build valued long-term relationships;
  • Provide exceptional service and devotion at all times.
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Fairtree Invest

FAIRTREE INVEST develops and manages unique retail investment solutions for FAIRTREE PRIVATE CLIENT’s high net worth clients. FAIRTREE INVEST has an open and flexible mandate enabling them to:

  • Utilize traditional and bespoke tax-efficient investment structures, recognized by well-respected providers such as RMB, Investec, and Stanlib, Glacier by Sanlam, 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.
FAIRTREE INVEST is a subsidiary of FAIRTREE ASSET MANAGEMENT giving them a robust hedge fund capability in their solution creation. This allows them to introduce unique asset classes to investment portfolios.

Fairtree Asset Management

Would you like to leave The Fairtree Private Client website and visit the Fairtree Asset Management website?

“Because with us, it’s all about the journey.”

Fairtree Private Client (Pty) Ltd is an Authorised Financial Services Provider. (FSP 12179)