Fairtree Invest was birthed
In 2011, FAIRTREE PRIVATE CLIENT got their own Asset Management License and in 2012 FAIRTREE INVEST was born.
The heart behind FAIRTREE INVEST was to strategically create portfolio solutions by combining investment vehicles and instruments like; unit trusts, personal stock portfolios, banknotes and hedge funds, as well as a variety of others. Hedge Funds are not easily available to the public, and so these solution blends make them available within a portfolio construct. This combination truly brings something unique to the market with an incredible value-add to end clients through costing and performance.
FAIRTREE INVEST is a niche opportunity that was designed solely to “bridge the gap”. It acts as the link between Asset Managers and Financial Advisers, enabling them to focus on what they are doing best, individually. They noticed a gap in the industry between these two parties. It is impossible for a Financial Adviser who has a lot of clients, to: manage, advise, forecast and review each client’s portfolio on a regular basis. The Asset Manager also cannot individually consider the investment objectives of each investor in the fund they are managing. Blurring this line means, these parties are not solely focused on their eminent expertise and clients might not receive the absolute best of their distinctive skills. However, the need for holistic management of a client portfolio is still a need, so who should take up the task?
With FAIRTREE INVEST undertaking this for FAIRTREE PRIVATE CLIENT, it ensures unrivalled financial solutions to our end clients and excellent client relationships.