OVERVIEW

Introduction

FAIRTREE INVEST and FAIRTREE ASSET MANAGEMENT work closely together. FAIRTREE INVEST develops and manages multi-managed investment solutions that are strategically designed to meet our client’s specific investment goals. These are tailored solutions for high net worth individual investors, as well as brokers. FAIRTREE INVEST’s main focus is to educate, equip and empower their clients to make wise investment decisions, putting them on the path to a brighter financial future.

We pride ourselves on “Creating Wealth by Empowering”, framed through our values:

Integrity

Real Relationships

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Pursuing Excellence

Transparency

Simplicity

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Adaptable Investment Processes

1 Minute Overview Video

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Explainer Presentation

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Fairtree Invest

FAIRTREE INVEST develops and manages unique retail investment solutions for direct client’s and financial advisers. 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, FACOR INVESTING, 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

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