thewealthnet

Sandaire: A wealth planning and well-being 'to do' list for lockdown

, 22/04/2020

By Sandaire's Oliver Smith, investment director, and Charlotte Filsell, head of family office services

As wealth managers, it is our duty to tune out this market noise and adhere to the business of disciplined, longer term, ‘objectives based’ investing.

Our aim is not to attempt to predict how global events will turn out or to time markets, but to build robust, multi-asset portfolios, capable of achieving our clients’ objectives in the long run.

UHNW families can make the most out of self-isolation, by turning it into a productive time.

Dust off that list of things you never ge...


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