FAIRTREE INVEST TEAM

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.

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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?

I know what fund I want to invest in HELP ME FIND MY INVESTMENT SOLUTION

I know what fund I want to invest in

HELP ME FIND MY INVESTMENT SOLUTION

OUR TEAM

Group Directors

GROUP CHAIRMAN - FAIRTREE

BCom, MBA
Founded Fairtree in 2006

Andre Malan
Group Chairman

GROUP CEO
‍
CA(SA), CFAC
Co-founded Fairtree in 2006

Kobus Nel
‍Group Chief Executive Officer

MANAGING
DIRECTOR - FAM

BA (Economic History), CAIA
Joined Fairtree in 2011

Bradley Anthony
‍Managing Director: FAM

INVESTMENT TEAM: EQUITY

EQUITY PORTFOLIO MANAGER

BCom, MBA
Founded Fairtree in 2006

Andre Malan
EQUITY PORTFOLIO MANAGER

EQUITY PORTFOLIO MANAGER

CA (SA), CFA
Co-founded Fairtree in 2006

Kobus Nel
‍EQUITY PORTFOLIO MANAGER

EQUITY PORTFOLIO MANAGER
‍
BCom, MBA, CFA
Joined Fairtree in 2011

Stephen Brown
‍EQUITY PORTFOLIO MANAGER

EQUITY PORTFOLIO MANAGER
‍
BIng
Joined Fairtree in 2012

Cor Booysen
‍EQUITY PORTFOLIO MANAGER

EQUITY PORTFOLIO MANAGER
‍
BCom (Actuarial Science),
MCom (Economics)
Joined Fairtree in 2016

Cephas Dube
‍EQUITY PORTFOLIO MANAGER

EQUITY PORTFOLIO MANAGER & ANALYST
‍
MCom (Economics)
Joined Fairtree in 2013

Deon Botha
‍EQUITY PORTFOLIO MANAGER & ANALYST

EQUITY PORTFOLIO MANAGER & ANALYST
‍
CA(SA), CFA
Joined Fairtree in 2015

Cornelius Zeeman
‍EQUITY PORTFOLIO MANAGER & ANALYST

EQUITY PORTFOLIO MANAGER & ANALYST
‍
BBusSci (Finance), Postgraduate Diploma in Accounting, CA(SA), CFA
Joined Fairtree in 2017

Clarissa van der Westhuyzen
‍EQUITY PORTFOLIO MANAGER & ANALYST

GLOBAL PROPERTY PORTFOLIO MANAGER
‍
BBusSci (Finance)
Joined Fairtree in 2016

Rob Hart
‍GLOBAL PROPERTY PORTFOLIO MANAGER

GLOBAL PROPERTY ANALYST
‍
BEconSc, BScHons), MCom (Finance)
Joined Fairtree in 2019

Gugu Ndlwana
‍GLOBAL PROPERTY ANALYST
‍

EQUITY ANALYST
‍
BBusSci Finance (Hons), CFA
Joined Fairtree in 2014

Karen O'Rahilly
‍EQUITY ANALYST
‍

EQUITY ANALYST
‍
ACMA, GCMA (CIMA), CFA Level I Joined Fairtree in 2017

Chantelle Baptiste
‍EQUITY ANALYST
‍

EQUITY ANALYST
‍
CA(SA), CFA
Joined Fairtree in 2016

Donald Curtayne
‍EQUITY ANALYST

EQUITY ANALYST
‍
BComHons (Financial Analysis), CFA Joined Fairtree in 2017

David Rossouw
‍EQUITY ANALYST

JUNIOR EQUITY ANALYST
‍
BComHons, Fellow of the Association of Project Management (FAPM
)Joined Fairtree in 2019

Annie Liang
‍JUNIOR EQUITY ANALYST

JUNIOR EQUITY ANALYST
‍
BComHons, Fellow of the Association of Project Management (FAPM)
Joined Fairtree in 2019

Ashin Daya
‍JUNIOR EQUITY ANALYST

JUNIOR EQUITY ANALYST
‍
BComm Investment Management, BComHons (Financial Analysis)
Joined Fairtree in 2019

Sibulelo Mfanta
‍JUNIOR EQUITY ANALYST

INVESTMENT TEAM: EQUITY TRADING

HEAD: EQUITY TRADER
‍
BCom (Investment Management), CFA
Joined Fairtree in 2013

Chris de Jongh
‍HEAD: EQUITY TRADER

EQUITY TRADER
‍
BCom (Financial Management)
Joined Fairtree in 2019

Dominic Biezanek
‍EQUITY TRADER

EQUITY TRADER
‍
BCom (Financial Management), Financial Modeling and Valuation Analyst (FMVA)®
Joined Fairtree in 2017

Heimer Lombard
‍EQUITY TRADER

INVESTMENT TEAM: FIXED INCOME

FIXED INCOME PORTFOLIO MANAGER
‍
BCom
Joined Fairtree in 2010

Ian Millard
‍FIXED INCOME PORTFOLIO MANAGER

FIXED INCOME PORTFOLIO MANAGER
‍
BCom (Financial Economics), CFA

Joined Fairtree in 2011

Jacobus Lacock
‍FIXED INCOME PORTFOLIO MANAGER

FIXED INCOME PORTFOLIO MANAGER
‍
BSc (Electrical Engineering), MBA, CFA
Joined Fairtree in 2013

Paul Crawford
‍FIXED INCOME PORTFOLIO MANAGER

FIXED INCOME PORTFOLIO MANAGER
‍
CFA
Joined Fairtree in 2013

Louis Antelme
‍FIXED INCOME PORTFOLIO MANAGER

FIXED INCOME PORTFOLIO MANAGER & ANALYST
‍
MSc & BSc (Mechanical Engineering), CFA
Joined Fairtree in 2015

Dane Merrick
‍FIXED INCOME PORTFOLIO MANAGER & ANALYST

FIXED INCOME QUANTITATIVE ANALYST
‍
MScEng, PhD
Joined Fairtree in 2013

Keith Forbes
‍FIXED INCOME QUANTITATIVE ANALYST

FIXED INCOME QUANTITATIVE ANALYST
‍
MPhil, BSc, PGDip
Joined Fairtree in 2016

Graham Ziervogel
‍FIXED INCOME QUANTITATIVE ANALYST

INVESTMENT TEAM: MUlti Asset

MULTI-STRATEGY PORTFOLIO MANAGER
‍
BA (Economic History), CAIA Joined Fairtree in 2011

Bradley Anthony
‍MULTI-STRATEGY PORTFOLIO MANAGER

MULTI-ASSET PORTFOLIO MANAGER
Joined Fairtree in 2011

Stephen Brown
‍MULTI-ASSET PORTFOLIO MANAGER

MULTI-ASSET PORTFOLIO MANAGER
‍
BComm (Financial Economics), CFA
Joined Fairtree in 2011

Jacobus Lacock
‍MULTI-ASSET PORTFOLIO MANAGER

MULTI-STRATEGY PORTFOLIO MANAGER
‍
MCom (Financial Risk Management), CFA
Joined Fairtree in 2013

Kurt van der Walt
‍MULTI-STRATEGY PORTFOLIO MANAGER

INVESTMENT TEAM: COMMODITIES

COMMODITY PORTFOLIO MANAGER
‍
CA(SA)
Joined Fairtree in 2014

Denise van Wyk
‍COMMODITY PORTFOLIO MANAGER

INVESTMENT TEAM: RISK MANAGEMENT & ANALYSTS

RISK MANAGER
‍
MCom (Financial Risk Management), CFA
‍
Joined Fairtree in 2013

Kurt van der Walt
‍RISK MANAGER

QUANTITATIVE ANALYST
‍
MCom, CFA
Joined Fairtree in 2015

Hennie Bezuidenhout
‍QUANTITATIVE ANALYST

QUANTITATIVE ANALYST
‍
BScHons (Actuarial Science)
Joined Fairtree in 2017

Tinus Cloete
‍QUANTITATIVE ANALYST

JUNIOR ANALYST
‍
BCom (Economics, Investments & Corporate Finance), BComHons (Business Finance)
Joined Fairtree in 2017

Obakeng Mophosho
‍JUNIOR ANALYST

INVESTMENT TEAM: ALTERNATIVE REAL ESTATE

ALTERNATIVE REAL ESTATE PORTFOLIO MANAGER
‍
CA(SA), CFAC
Co-founded Fairtree in 2006

Kobus Nel
‍ALTERNATIVE REAL ESTATE
PORTFOLIO MANAGER

ALTERNATIVE REAL ESTATE PORTFOLIO MANAGER
‍
CA(SA)
Joined Fairtree in 2014

Joe Bester
‍Alternative Real Estate
Portfolio Manager

ALTERNATIVE REAL ESTATE INVESTMENTS PRINCIPAL
‍
MBA, CFA, CA(SA), BAccHons & BAcc
Joined Fairtree in 2019

Gabriel Louw
‍Alternative Real Estate
Investments Principal

ALTERNATIVE REAL ESTATE INVESTMENTS PRINCIPAL
‍
Barrister-at-Law, CF (dip)
Joined Fairtree in 2019

Nic Ross
‍Alternative Real Estate
Investments Principal

PRIVATE EQUITY: FAIRTREE ELEVANT VENTURES

CHAIRMAN OF INVESTMENT COMMITTEE : FAIRTREE ELEVANT VENTURES
‍
CA(SA), CFAC
Co-founded Fairtree in 2006

Kobus Nel
‍CHAIRMAN OF INVESTMENT COMMITEE: FAIRTREE ELEVANT VENTURES

MANAGING DIRECTOR : FAIRTREE ELEVANT VENTURES
Joined Fairtree in 2021

David Evans
‍MANAGING DIRECTOR : FAIRTREE ELEVANT VENTURES

PRIVATE EQUITY INVESTMENTS PRINCIPAL
‍
MBA, CFA, CA(SA), BAccHons & BAcc
Joined Fairtree in 2019

Gabriel Louw
‍PRIVATE EQUITY INVESTMENTS PRINCIPAL

DISTRIBUTION TEAM

GROUP HEAD: DISTRIBUTION
‍
BComHons(Mathematics), FIA, FASSA, MDP
Joined Fairtree in 2015

Herman Sandrock
‍GROUP HEAD: DISTRIBUTION

HEAD: INSTITUTIONAL BUSINESS
‍
BCom (Law), BComHons (Financial Management), CFP
Joined Fairtree in 2014

Francis Wheeler
‍HEAD: INSTITUTIONAL BUSINESS

HEAD: SA RETAIL (NORTH & KZN)
‍
BCom (Economics), Advanced Postgraduate Diploma in Financial Planning
Joined Fairtree in 2016

Ryan Jamieson
‍HEAD: SA RETAIL (NORTH & KZN)

BUSINESS DEVELOPMENT CONSULTANT (SA)
‍
MBA
Joined Fairtree in 2016

Anne-Marie Gous
‍BUSINESS DEVELOPMENT CONSULTANT (SA)

INSTITUTIONAL CLIENT RELATIONSHIP MANAGER
‍
BBusSci (Finance)
‍
Joined Fairtree in 2019

Edna Sibanda
‍INSTITUTIONAL CLIENT RELATIONSHIP MANAGER

GROUP MARKETING MANAGER
‍
BCom (Marketing Management)

Joined Fairtree in 2020

Lora Blankfield
‍GROUP MARKETING MANAGER

MARKETING & COMMUNICATIONS SPECIALIST
‍
BComHons (Marketing)
Joined Fairtree in 2015

Sisiwe Baduza
‍MARKETING & COMMUNICATIONS SPECIALIST

INSTITUTIONAL CLIENT SPECIALIST
‍
Claritas Investment Certificate, Certificate in Securities, Certificate in Financial Regulations
Joined Fairtree in 2016

Amy Petersen
‍INSTITUTIONAL CLIENT SPECIALIST

SOLUTIONS ANALYST
‍
BCom Honours (Finance)
Joined Fairtree in 2017

Jacques Du Plessis
‍Investment Specialist

CLIENT SERVICES MANAGER
‍
BA(USB) (Social Sciences)
Joined Fairtree in 2014

Adre Barnard
‍CLIENT SERVICES MANAGER

DATA & REPORTING ANALYST
‍
BCom Statistics, CFA Level 1

Joined Fairtree in 2017

Mikela Hechter
‍DATA & REPORTING ANALYST

TECHNICAL ANALYST
‍
BScHons (Materials Science), BSc (Mathematics and Chemistry)

Joined Fairtree in 2019

Tanganedzani Netshifhefhe
‍TECHNICAL ANALYST

DISTRIBUTION ADMINISTRATOR
‍
Management Assistant Diploma

Joined Fairtree in 2020

Ashlinn Thaker
‍DISTRIBUTION ADMINISTRATOR

OPERATIONS TEAM

CHIEF OPERATING OFFICER – FAM
‍
CA(SA), MBA Cum Laude
Joined Fairtree in 2008

Heinrich Jansen van Rensburg
‍CHIEF OPERATING OFFICER – FAM

OPERATIONS AND DATA SPECIALIST
‍
BComHons (Accounting) CA(SA)
Joined Fairtree in 2019

Sunelle van Rensberg
‍OPERATIONS manager

IMPLEMENTATION MANAGER
‍
CA(SA)
Joined Fairtree in 2019

Izaan Buys
‍IMPLEMENTATION MANAGER

LEGAL ADVISOR
‍
LLB

Joined Fairtree in 2015

Marianne Engela
‍LEGAL ADVISOR

LEGAL ADVISOR
‍
BCom Law, LLB
Joined Fairtree in 2019

Lerato Tshoni
‍LEGAL ADVISOR

COMPLIANCE OFFICER
‍
Certificate in Business Finance, Certificate in Accounting
Joined Fairtree in 2020

Liezel Gawie
‍COMPLIANCE OFFICER

OPERATIONS ANALYST
‍
BCom Financial Accounts, HDip Tax
Joined Fairtree in 2016

Sean Tarlton
‍OPERATIONS ANALYST

OPERATIONS ANALYST
‍
BCom General Management

Joined Fairtree in 2016

Adele Kellerman
‍OPERATIONS ANALYST

OPERATIONS ANALYST
‍
BCom (Finance)
Joined Fairtree in 2019

Simvuyile Mbulawa
‍OPERATIONS ANALYST

OPERATIONS ANALYST
‍BCom (Finance)
Joined Fairtree in 2020

Lucille Grootboom
‍OPERATIONS ANALYST

FINANCE TEAM

GROUP FINANCIAL MANAGER
‍
CA(SA)
Joined Fairtree in 2015

Mari Smith
‍GROUP FINANCIAL MANAGER

FINANCIAL MANAGER
‍
CA(SA)
Joined Fairtree in 2019

Rene van Rooyen
‍FINANCIAL MANAGER

ACCOUNTS ADMINISTRATOR
‍
BSocSc (Social Work)
Joined Fairtree in 2017

Chantal Momberg
‍ACCOUNTS ADMINISTRATOR

ACCOUNTS ADMINISTRATOR
‍
Financial Management Certificate
Joined Fairtree in 2018

Laverne Hill
‍ACCOUNTS ADMINISTRATOR

GROUP ACCOUNTANT
‍
National Higher Certificate: Accounting

Adele Wandrag
‍GROUP ACCOUNTANT

HR & OFFICE SUPPORT TEAM

HR MANAGER
‍
Secretarial Diploma
Joined Fairtree in 2013

Melanie Louw
‍HR MANAGER

RECEPTIONIST
‍
Joined Fairtree in 2014

Janice Dodgen
‍RECEPTIONIST

FAIRTREE INVEST TEAM

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.

MD: FAIRTREE INVEST

BEcon, HOD,
PDFP,CFP®, RE 1, 3 & 5

Lombard Barnard
MD: FAIRTREE INVEST

DIRECTOR: FAIRTREE INVEST

HOD 4, PDFP (USB), CFP®, RE 1 & 5

Johan Steyl
‍DIRECTOR: FAIRTREE INVEST

CLIENT SERVICES MANAGER

BA (USB) (Social Sciences)

Adre Barnard
‍CLIENT SERVICES MANAGER

EQUITY SPECIALIST

BCom (Financial Management), PGDA, Project Management, MBA

SA Engelbrecht
‍EQUITY SPECIALIST

PORTFOLIO SPECIALIST

BComm (Accounting); Qualified Accountant, Postgraduate Diploma in Financial Planning

Wessel Grobler
‍PORTFOLIO SPECIALIST

EXECUTIVE ADMINISTRATOR

NQF 5, RE 1 and RE 5

Leana Louw
‍EXECUTIVE ADMINISTRATOR

CLIENT EXPERIENCE (CX) MANAGER

BCom, BComHons (Corporate Finance and Investment), eMBA

Kheara Lugg
‍CLIENT EXPERIENCE (CX) MANAGER

EQUITY PORTFOLIO MANAGER
‍
BCom (Actuarial Science), MCom (Economics)
Joined Fairtree in 2016

Cephas Dube
‍EQUITY PORTFOLIO MANAGER

INVESTMENT CONSULTANT

BCompt (Hons), FCMA, PDFP (Distinction), RE 5

Andrew Semple
‍Investment Consultant

INVESTMENT CONSULTANT

BComm (HONS) ACTUARIAL SCIENCE; PG DIPLOMA (FINANCIAL) PLANNING; CFP®

Annerie Vosloo
‍Investment Consultant

INVESTMENT CONSULTANT

BComm, PDFP, CFP®, Advanced Financial Planning, RE 5

Hennie Botha
‍Investment Consultant

INVESTMENT CONSULTANT
‍
Postgraduate Diploma in Financial Planning (UFS)

Danielle Hanekom
‍Investment Consultant

JUNIOR PORTFOLIO OPERATIONS
‍
BComm Investment & Financial Management

Johann Beck
Junior Portfolio Operations

ADMINISTRATOR
‍
National Certificate: Wealth Management NQF L5
‍

Natasjha Du Plessis
‍‍Administrator

Learn More

EMPLOYEE BENEFITS TEAM

HEAD: FAIRTREE EMPLOYEE BENEFITS
CFP, Advanced PGDFP (Estate Planning and Trusts), Advanced PGDFP (Investment Management), BComHons (Investment and Financial Management), BEconomics, PGDFP (Financial Planning)

Kobus Weyers
‍CO-HEAD: FAIRTREE EMPLOYEE BENEFITS

HEAD: FAIRTREE EMPLOYEE BENEFITS
‍
BA Counselling Psychology
‍

Andre Kruger
‍CO-HEAD: FAIRTREE EMPLOYEE BENEFITS

Fairtree © 2021. All rights reserved. Disclaimer | PAIA Manual | Privacy Notice

The Fairtree group consists of the following regulated entities: 1) Fairtree Asset Management (Pty) Ltd (South Africa, license no.25917); 2) Fairtree Capital Hospitality (Pty) Ltd (South Africa, license no.46033); 3) Fairtree Asset Management LLP (United Kingdom, license no. 826211);4) Fairtree Capital International IC Ltd (Guernsey, license no. 2293281).

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