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.