Meet the team - Mark Sandey
Mark Sandey shares his story on how he forged his path in financial services after serving in the army for eight years.
Please can you tell me a little about your background and how you made the transition to financial services?
In 2015 I left the army after an eight-year career as an infantry officer. I would like to say that transitioning into financial services was a well-planned move, but in truth I fell into it! I learned the ropes as a stockbroker with Canaccord Genuity before moving into investment management. Although the roles are clearly very different, the thread that binds them is that of trust: as a soldier, I was empowered to exercise judgement in an uncertain and challenging environment; as an investment manager, our clients are trusting me to make decisions in their best interests. Thankfully, in both cases, it is a team effort, and at Arbuthnot Latham I am very well supported in that respect.
What is your role at Arbuthnot Latham and what do you enjoy most?
I am an Associate Director in the Investment Management team. The role is multi-faceted. First and foremost, I work with clients to help deliver their financial goals. This means ensuring they are invested appropriately according to their individual circumstances and that we are managing their portfolio in line with their risk appetite. In practice, I spend a good deal of my time translating the technical nature of what we do into something relatable – the financial industry loves its jargon, even when our clients often do not! I also manage a team, and so I am charged with the development of other investment managers and supporting team members. The blend of responsibilities keeps me on my toes, but I love the chance to flex different (intellectual) muscles each day.
What current challenges are clients facing and how can you help?
Making sense of a very confusing global picture seems to be a common theme. When markets are positive, the rationale for investing can be obvious. When markets are more volatile, like they are now, having someone to talk you through the challenges, risks, and opportunities can be very reassuring. This is where the team at Arbuthnot Latham excels. We ensure our clients feel supported and their concerns are answered.
What makes Arbuthnot Latham different?
We operate in a unique place in the market: as an independent private bank, we set our own path, free from a controlling parent. But we are big enough to have built a wealth of talent and experience, which we leverage into a comprehensive offering across banking, wealth planning, and investment management. All of this is underscored by a relentless drive to improve our clients’ experiences. It is a very compelling proposition!
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