— FARNAM TREE
Farnam Tree is an independent investment and wealth management firm based in Thailand.
Our firm works as a steward for wealth accumulation and preservation. We do this by mainly investing in public markets with a long-term focus.
Farnam Tree’s structure differs from the norm in the wealth management industry locally and realigns the relationship between investment professionals, clients and partners.
We hold an Investment Advisory license issued by the Thai Ministry of Finance and are regulated by the Thai Securities and Exchange Commission (SEC).
— SERVICES
Farnam Tree provides investment management services under two types of advisory mandates.
Our clients choose the service best suited with their objectives and preferences.
— WHAT MAKES US DIFFERENT
-
Skin in the game
We are invested alongside our clients, providing exceptional alignment of interests.
-
No churning
We are not brokers and do not benefit from activity for the sake of it.
We act when required and otherwise stay invested to benefit from long-term compounding.
-
Transparency
All client assets are held in individual accounts with real-time access.
We do not hold custody of any assets and funds are not co-mingled with each other.
-
Fee-only
We employ a fee model linked to the state of our clients’ investments. Clients are the paymaster, not a bank or broker.
Farnam Tree has a strict no-commission policy.
-
SEC registered
We hold an investment advisory license from the Ministry of Finance and are regulated by the Thai Securities and Exchange Commission (SEC).
-
Structure
We facilitate global investing from Thailand in a regulated and tax efficient manner for you.
-
Local and global
We have a deep understanding of U.S., global and Thai financial markets, products and regulations.
Our international experience positions us well to deliver global solutions for you.
-
No sales and relationship managers
All clients work directly with Atul and our team. We do not delegate work outside the firm, and you will not be assigned someone to oversee your account.
-
Independence
As owner-operators, we have no outside shareholders to report to and do not have any conflicts of interest.
— LEADERSHIP
Atul Sethi is the founder and CEO of Farnam Tree.
He spent more than a decade at Credit Suisse in sell-side equity research and investment banking.
Before Farnam Tree, Atul served as part of Credit Suisse’s top-ranked Thailand research team covering the banks, financials and real estate sectors.
Atul is a registered Investment Analyst with the Thai Securities and Exchange (SEC). He graduated from University of Chicago and is an alumnus of Ruamrudee International School.
— INTRODUCTION
— FAQ
-
For our advisory fee to deliver value to you, we recommend minimum investable capital of ~US$250,000.
-
Investor accounts can be domiciled in Thailand or offshore.
We only coordinate execution with brokers based in Thailand. Clients who wish to hold accounts offshore are responsible for their own trading.
-
We are paid only by fees directly from clients. We earn no referral fees or commissions. Nobody else ever pays us to advise you, so we do not earn more by recommending certain products or services.
-
Yes.
-
Transaction costs include only brokerage fees for trading and execution. We have relationships with domestic brokers that can offer you the most competitive pricing.
Thailand’s capital gains tax regime for offshore investments is favorable. With some planning, you can minimize punitive tax charges.
-
You can use your existing brokerage account. We have relationships with local brokers that may offer more competitive fees, and you can use one of them.
It is our fiduciary duty to advise clients on how to minimize transaction fees where possible.
-
There is no lock-in period. We recommend a minimum holding period of 3 years or longer.
— GET STARTED
Take our short questionnaire to indicate your needs and preferences so that we know how to best help you.