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30 July 2009
Fairfax Investment Management launches new private client portfolio
management service
(London, 30 July 2009): Fairfax I.S., the international investment banking group, announces the launch of a private client division offering a bespoke discretionary portfolio management service to high net worth families and trusts.
Fairfax Investment Management Limited (FIML) will respond to the growing demand from private clients for genuinely independent, client-focussed investment management. The company has hired two experienced private portfolio managers, Frances Halford and Adrian Mill, and is selectively recruiting further managers as the service develops. The service has been initially launched to manage the portfolios of a number of existing valued clients and will be made widely available from September through other professional advisers such as wealth managers, solicitors and accountants.
FIML’s small, independent private client team will be able to create tailor-made, multi-asset portfolios to suit the individual investment objectives of each client, having first ascertained their performance objectives and risk appetite. The firm uses a range of traditional and innovative strategies to achieve the desired risk –adjusted returns. In support of this new service, FIML has invested in the latest client service technology, Tercero by Third Financial Software, designed to give clients and their professional advisers maximum transparency about their portfolio at any time.
The integrity of the process is also supported by our fee structure which is completely transparent and aligns Fairfax’s interests with its clients.
Frances Halford, FIML’s Chief Investment Officer commented: “Recent events have shown that when it comes to looking after the interests of private investors, big is not beautiful. Specialist, innovative firms like Fairfax have the flexibility and autonomy required to offer the tailored service that high net worth investors really need, whether we are looking after their retirement arrangements, proceeds from the sale of a business, family trusts or any other part of their overall wealth.”
Stefan Allesch-Taylor, Chairman of Fairfax, added: “This is an important strategic initiative for us and we believe we can add real value to the client relationships of professional advisers who want institutional standard intellectual property delivered with the highest private client service standards.”
Fairfax
Stefan Allesch-Taylor
020 7598 5368
Maitland
Neil Bennett
Tom Eckersley
020 7379 5151
Notes to editors:
Fairfax is an international, independent investment bank that commenced operations in January 2006. It has offices in London, New York and Dubai. It was founded by Stefan Allesch-Taylor and a leading Investment Companies team. It is a full service investment bank covering equities (sales and research), investment companies (sales and research), market making, corporate finance and M&A advice, corporate broking and preference and convertible share trading. It is broker and adviser to some 50 companies across a number of sectors including metals and mining, oil and gas, property, specialty finance, environmental services, technology and leisure.
Fairfax is a member of The London Stock Exchange, a Nominated Adviser and Broker for AIM, and has been approved as a Sponsor by the UK Listing Authority. It is also a Listing Sponsor for NASDAQ Dubai. Fairfax is a United States FINRA authorised broker-dealer.
Fairfax Investment Management Limited (FIML) will respond to the growing demand from private clients for genuinely independent, client-focussed investment management. The company has hired two experienced private portfolio managers, Frances Halford and Adrian Mill, and is selectively recruiting further managers as the service develops. The service has been initially launched to manage the portfolios of a number of existing valued clients and will be made widely available from September through other professional advisers such as wealth managers, solicitors and accountants.
FIML’s small, independent private client team will be able to create tailor-made, multi-asset portfolios to suit the individual investment objectives of each client, having first ascertained their performance objectives and risk appetite. The firm uses a range of traditional and innovative strategies to achieve the desired risk –adjusted returns. In support of this new service, FIML has invested in the latest client service technology, Tercero by Third Financial Software, designed to give clients and their professional advisers maximum transparency about their portfolio at any time.
The integrity of the process is also supported by our fee structure which is completely transparent and aligns Fairfax’s interests with its clients.
Frances Halford, FIML’s Chief Investment Officer commented: “Recent events have shown that when it comes to looking after the interests of private investors, big is not beautiful. Specialist, innovative firms like Fairfax have the flexibility and autonomy required to offer the tailored service that high net worth investors really need, whether we are looking after their retirement arrangements, proceeds from the sale of a business, family trusts or any other part of their overall wealth.”
Stefan Allesch-Taylor, Chairman of Fairfax, added: “This is an important strategic initiative for us and we believe we can add real value to the client relationships of professional advisers who want institutional standard intellectual property delivered with the highest private client service standards.”
Fairfax
Stefan Allesch-Taylor
020 7598 5368
Maitland
Neil Bennett
Tom Eckersley
020 7379 5151
Notes to editors:
Fairfax is an international, independent investment bank that commenced operations in January 2006. It has offices in London, New York and Dubai. It was founded by Stefan Allesch-Taylor and a leading Investment Companies team. It is a full service investment bank covering equities (sales and research), investment companies (sales and research), market making, corporate finance and M&A advice, corporate broking and preference and convertible share trading. It is broker and adviser to some 50 companies across a number of sectors including metals and mining, oil and gas, property, specialty finance, environmental services, technology and leisure.
Fairfax is a member of The London Stock Exchange, a Nominated Adviser and Broker for AIM, and has been approved as a Sponsor by the UK Listing Authority. It is also a Listing Sponsor for NASDAQ Dubai. Fairfax is a United States FINRA authorised broker-dealer.