M inherited a significant amount of wealth from his father when he died. The assets had been held in trusts and the Trustees had appointed a series of friends and colleagues as investment managers.

M became more interested in his family’s financial affairs and realised that the selection process of local managers was resulting in a significant exposure to Emerging Market equities, high levels of management fees and a disjointed approach to investing.

Sandaire assisted M in developing a single strategic asset allocation for all of his family’s assets, including real estate investments and unlisted businesses. We reviewed the overall currency exposure and regional equity exposure and assisted M to develop a more diversified strategy.

Some of the successful investment managers were maintained and Sandaire has also assisted M in reviewing the suitability of the custody platform and the levels of fees being charged by investment managers.