Thomas Miller Investments: Get clients to watch their goals, not the markets

TMI head of intermediary business development Matt Lonsdale said this type of client asks more personal questions such as ‘are we fulfilling our mandate?' or ‘are certain developments what we expected?'. He said: "Investments driven by risk only give half the solution. If you add in return requirement and time horizon you start to get a coordinated plan. "If you remove the emotion [towards short-term market developments] to a degree you give them room to breathe. They know there is a plan in place," he said. The industry should be built around the principle that "if you've got mone...