A STRATEGIC MULTI-MANAGED VIEW
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 financial advisers. Their 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.
OPEN AND FLEXIBLE MANDATE
Allowing Fairtree Invest to do things differently...Utilize traditional and tailored tax-efficient investment structures. Follow a multi-manager approach by blending the skills of various fund managers to ensure diversification, optimizing client return journey and mitigation of unnecessary portfolio risk.Blend traditional asset classes and instruments like equity, bonds, property, cash , ETF's, factor investing, index trackers and CIS funds with alternative asset classes and instruments offered by hedge funds.
SETTING YOUR INVESTMENT GOAL
There are various goals that an investor may be desiring to achieve. The important thing to note about goal setting is the element of time . Goals can range from short, medium and/or long term. Whether your reason for investment be for capital growth, for capital preservation, to save toward retirement, for income withdrawals, saving to buy a house, saving to go on a holiday or even investing towards your children's education, no matter the reason, choosing the correct investment vehicle and fund is key. Fairtree Invest, specializes in multi-managed solutions that are strategically designed to meet their client's bespoke investment goals. Would you like to start your journey?
Stephen Brown
EQUITY PORTFOLIO MANAGER
Cephas Dube
EQUITY PORTFOLIO MANAGER
Deon Botha
EQUITY PORTFOLIO MANAGER & ANALYST
Cornelius Zeeman
EQUITY PORTFOLIO MANAGER & ANALYST
Rob Hart
GLOBAL PROPERTY PORTFOLIO MANAGER
Gugu Ndlwana
GLOBAL PROPERTY ANALYST
David Rossouw
EQUITY ANALYST
Annie Liang
JUNIOR EQUITY ANALYST
Chris de Jongh
HEAD: EQUITY TRADER
Ian Millard
FIXED INCOME PORTFOLIO MANAGER
Jacobus Lacock
FIXED INCOME PORTFOLIO MANAGER
Paul Crawford
FIXED INCOME PORTFOLIO MANAGER
Dane Merrick
FIXED INCOME PORTFOLIO MANAGER & ANALYST
Keith Forbes
FIXED INCOME QUANTITATIVE ANALYST
Bradley Anthony
MULTI-STRATEGY PORTFOLIO MANAGER
Jacobus Lacock
MULTI-ASSET PORTFOLIO MANAGER
Kurt van der Walt
RISK MANAGER
Tinus Cloete
QUANTITATIVE ANALYST
Kobus Nel
ALTERNATIVE REAL ESTATE
PORTFOLIO MANAGER
Joe Bester
Alternative Real Estate
Portfolio Manager
Gabriel Louw
Alternative Real Estate
Investments Principal
Herman Sandrock
GROUP HEAD: DISTRIBUTION
Francis Wheeler
HEAD: INSTITUTIONAL BUSINESS
Ryan Jamieson
HEAD: SA RETAIL (NORTH & KZN)
Edna Sibanda
INSTITUTIONAL CLIENT RELATIONSHIP MANAGER
Lora Blankfield
GROUP MARKETING MANAGER
Sisiwe Baduza
MARKETING & COMMUNICATIONS SPECIALIST
Adre Barnard
CLIENT SERVICES MANAGER
Mikela Hechter
DATA & REPORTING ANALYST
Heinrich Jansen van Rensburg
CHIEF OPERATING OFFICER – FAM
Sunelle van Rensberg
OPERATIONS manager
Liezel Gawie
COMPLIANCE OFFICER
Sean Tarlton
OPERATIONS ANALYST
Chantal Momberg
ACCOUNTS ADMINISTRATOR
Fairtree Invest develops and manages multi-managed investment solutions that are strategically designed to meet our clients’ bespoke investment goals. These are tailored solutions for high-net-worth individual investors, as well as financial advisors. Fairtree Invest’s main focus is to educate, equip and empower our clients to make wise investment decisions, put them on the path to a secure financial future and assist them to achieve their investment aspirations.
Wessel Grobler
PORTFOLIO SPECIALIST
Kheara Lugg
CLIENT EXPERIENCE (CX) MANAGER
Andrew Semple
Investment Consultant
Annerie Vosloo
Investment Consultant
Hennie Botha
Investment Consultant
Kobus Weyers
CO-HEAD: FAIRTREE EMPLOYEE BENEFITS