Sandaire Investment Office Strengthens Leadership Team

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Sandaire Investment Office has made some significant changes to its leadership team, and it's worth taking a closer look. The company has appointed a new Chief Investment Officer.

This new hire brings a wealth of experience in investment management, having worked with several top-tier investment firms. Their expertise will undoubtedly be a valuable asset to the team.

The appointment of this new leader is a positive step for Sandaire Investment Office, and it's likely to have a significant impact on the company's future success.

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Leadership

Sandaire Investment Office's leadership has undergone some changes. William Drake and Adam Wethered, the founders of Lord North Street, have reduced their day-to-day involvement at the firm. They stepped down as vice chairmen on July 1st, but will continue to function as advisers.

Nadav Lehavy, Managing Director of Sandaire Family Investment Office, brings a wealth of experience to the table. He has spent over twenty years working in the financial services industry in Asia, starting and building financial services businesses in the region.

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Lord North Street Founders Step Down as Vice Chairs

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William Drake and Adam Wethered, the two founders of Lord North Street, have reduced their day-to-day involvement at Sandaire Investment Office.

They became vice chairmen of the merged firm after Sandaire acquired Lord North Street for £18.8 million in 2014.

Both men resigned their positions on 1 July, according to Sandaire's report and accounts filed at Companies House.

They will continue to function as advisers for the firm.

Nadav Lehavy, Managing Director

Nadav Lehavy, a seasoned professional with over twenty years of experience in the financial services industry in Asia, has spent most of his career building and growing businesses in the region.

His extensive experience in starting-up and building-out financial services businesses in Asia has given him a unique perspective on leadership and entrepreneurship.

Nadav has been living in Asia for over twenty years, which has allowed him to develop a deep understanding of the local market and culture.

As Managing Director of Sandaire Singapore, Nadav has been responsible for leading the company's operations in the region.

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Investments

Credit: youtube.com, Sandaire CIO Update - 10 June 2020

At SandAire Investment Office, we're proud of our track record of making smart investments. SandAire has made 11 investments.

One of our most notable investments was in TruRating as part of their Series A on August 01, 2016.

Private Equity Head

Sandaire has hired Michael Mowlem as managing director of its private equity unit.

Mowlem joins from LGV Capital, the private equity business of Legal & General Group plc, where he held the positions of managing director and chief executive from 2013.

He has a clear understanding of what it takes to succeed in private equity, with a relationship-focused strategy that builds on Sandaire's reputation and recognition within the market.

Mowlem is excited about the opportunity to develop a stronger proposition for clients and the market, as he believes in the potential of private equity to drive growth and success.

Cutting Out the Middle Man: Family Office Investing

Family offices are increasingly looking to cut out the middle man by investing directly in assets, rather than relying on fund managers. This trend is likely to continue, but it's unclear whether fund participation will still be a significant part of family office investing.

Credit: youtube.com, Family offices load up on alternative investments: Here's what to know

One of the key drivers of this shift is the desire for more control and flexibility in investment decisions. By investing directly, family offices can tailor their portfolios to their specific needs and risk profiles.

Family offices are also becoming less risk-averse than their institutional counterparts, which is opening up new opportunities for investment. However, this increased risk-taking also means that family offices need to be more discerning in their investment choices.

The Brexit effect has created opportunities for family offices to invest in UK property funds, which have been impacted by investor withdrawals. However, this also means that family offices need to carefully consider the risks and potential returns on these investments.

Family offices are showing a growing appetite for investing in alternative asset classes, such as shared workspaces and data centers. These types of investments can provide a unique opportunity for family offices to diversify their portfolios and generate returns.

Here are some potential opportunities for collaboration between traditional CRE investors and family offices:

  • Shared investment platforms
  • Joint venture partnerships
  • Co-investment opportunities

These types of collaborations can help family offices access new investment opportunities and diversify their portfolios, while also providing traditional CRE investors with access to family office capital and expertise.

Investments

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SandAire Investments have made a significant number of investments, with a total of 11 deals under their belt.

Their latest investment was in TruRating as part of their Series A on August 01, 2016.

2 Acquisitions

SandAire has made significant investments through acquisitions. Their latest acquisition was Home & Legacy Insurance on September 15, 2003.

SandAire acquired two companies in total.

Fund Information

Sandaire Investment Office has a range of funds under its management.

The company has two funds, including Equity Harvest Fund LP, which was closed on June 18, 2004, with an amount of $102.37 million.

Equity Harvest Fund LP is a buyout fund, focusing on acquisitions.

Sandaire's first fund, Sand Aire Private Equity Fund I, was closed on January 31, 1997, but the exact amount invested is not publicly available.

Here is a summary of Sandaire's funds:

Partners

Sandaire has a strategic partnership with Delancey, a company based in the United Kingdom.

This partnership was announced on April 26, 2017, with the launch of Mount Kendal in Singapore and Hong Kong. Mount Kendal offers a unique real estate investment advisory service to Asian investors and international family offices.

Credit: youtube.com, Simon Roderick interviews James Fleming, former CEO of Sandaire - Jan 21

Sandaire and Delancey have collaborated to deliver bespoke UK real estate investment advice to Asian investors. This service is a result of their partnership, which aims to provide tailored investment solutions.

Their partnership has enabled them to expand their services to the Asian market, specifically in Singapore and Hong Kong.

Tasha Kautzer

Senior Writer

Tasha Kautzer is a versatile and accomplished writer with a diverse portfolio of articles. With a keen eye for detail and a passion for storytelling, she has successfully covered a wide range of topics, from the lives of notable individuals to the achievements of esteemed institutions. Her work spans the globe, delving into the realms of Norwegian billionaires, the Royal Norwegian Naval Academy, and the experiences of Norwegian emigrants to the United States.

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