Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Office Spotlight: Sandaire, London

Office Spotlight: Sandaire, London

Date office opened: 1996

Number in team: 40

Assets under management: £2.6 billion

Average portfolio size: £86 million

Q&A with James Fleming , chief executive, Sandaire, London (pictured below):

What is your typical client demographic?

Our client demographic tends to be either individuals or families who have worked hard to accumulate their wealth. Although there is no ‘average’ client, they tend to share a common goal – responsible stewardship of their wealth, for themselves, for future generations and for the communities they support.  

What differentiates you in your region?

We know that our clients have choices and we like to think that Sandaire is not just any family office. Family values remain at the heart of our business and commitment to our clients. As we move into 2019, delivering exemplary service is the most critical element for us and we will work to ensure that our clients receive nothing but the best.

What challenges does your area face?

Being based in London, companies are up against a huge number of competitors. A challenge of having a business based in London is having to constantly compare ourselves to what our competitors are doing and ensuring that we are offering the best service to our clients that we can.

What’s the best thing about living in your area?

As much as it is a challenge, being in the centre of the UK’s financial hub also has its benefits. Being amongst it all not only makes it easier to stay relevant but also allows a central point for both UK and international clients to meet with their relationship managers.

What is your office motto?

Our office motto is ‘more than wealth’. We believe we truly understand our clients and that ‘wealth’ has many different meanings and responsibilities attached to it. Each year, we hold a ‘more than wealth’ event for our clients and bring in key speakers to discuss the definition of wealth and the different aspects of it. In September, we held an event at Kensington Palace to discuss philanthropy, with speakers from Rockefeller Philanthropy Advisors, and hosted by BBC Historian Dan Snow.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
1 Comment Play Quilter CEO on IFAs, robos & his own DB transfer

Quilter CEO on IFAs, robos & his own DB transfer

In the final part of our interview with Paul Feeney, the Quilter chief executive declares that the government has 'left the ring' on savings policy, rounds on robo-advice, and reveals his own experience of the DB transfer market.

Play CEO Tapes: ESG - we need to get better at the 'G'

CEO Tapes: ESG - we need to get better at the 'G'

In the second part of our CEO series, we explore the burgeoning ESG concept with fund bosses outlining how they try to make a difference.

Play 'They've done it before': Feeney on Quilter quitters

'They've done it before': Feeney on Quilter quitters

In the second part of our exclusive video interview with Paul Feeney, we hear the Quilter CEO's views on the investment managers leaving the firm, along with his promise to platform users.

Read More
Wealth Manager on Twitter