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Fairfax IM launches new private client portfolio management service

Fairfax I.S., the international investment banking group, has launched a private client division offering a bespoke discretionary portfolio management service to high net worth families and trusts.

The service has initially launched to manage the portfolios of existing clients and will be made widely available from September through other professional advisers such as wealth managers, solicitors and accountants.

The company has hired two private portfolio managers, Frances Halford and Adrian Mill, and is selectively recruiting further managers as the service develops.

The new service will offer tailor-made, multi-asset portfolios to suit the individual investment objectives of each client, depending on their performance objectives and risk appetite.

Fairfax IM has invested in Tercero by Third Financial Software to help support the new service.

Faifax IM chief investment officer Frances Halford says: “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.”


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