CHARITY FUNDS ANNUAL REVIEW 2022

With more than 30 years’ investment experience, Phil joined Sarasin & Partners in 2013 as head of the multi-asset team. In 2022, Phil was promoted to Chief Investment Officer of multi-asset. Before joining Sarasin, Phil worked at Newton Investment Management, where he was chief investment officer of the private clients and charities division. He has also held investment management roles at Capital House and Leopold Joseph. Phil is a fellow of the Chartered Institute for Securities & Investment.

Richard joined Sarasin & Partners in 1992. He is a Senior Partner and a member of the Executive Committee, focussing on strategic investment, client management, and new business initiatives. He was Head of Charities between 2003 and 2023.

Specialising in managing multi-asset portfolios, he was responsible for growing our CAIFs from under £50m to over £3bn. Richard wrote and edited the Compendium of Investment over the past 20 years and has lectured at The Judge (Cambridge), the University of Vienna and the University of Stellenbosch. He developed our Trustee Training initiatives and is the Chairman of the St Paul’s Cathedral Investments Committee.

Guy Monson, Chief Market Strategist and Senior Partner of Sarasin & Partners LLP, has over 35 years of investment experience having joined the company in 1984. In 1988, he became manager of Sarasin’s flagship GlobalSar (now Multi Asset) family of balanced investment funds, winning awards for investment performance and risk profile. He has pioneered the use of thematic investment in the management of global equity portfolios and today leads the firm’s global investment and markets strategy for a wide range of charitable, endowment and private clients.

Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. He is also a member of the London School of Economics IDEAS Advisory Board and a Foundation Fellow of Lady Margaret Hall, Oxford University.

Melanie joined Sarasin & Partners in 2011 and was appointed Head of Charities in January 2023. She has over 25 years’ investment experience and is responsible for the management of charity and private client portfolios.

Prior to joining Sarasin & Partners, Melanie spent 16 years at Newton Investment Management. She qualified with a degree in Modern Languages from Durham University and is an Associate of the Chartered Institute for Securities and Investment. Melanie is also a Non-Executive Director of the BlackRock Sustainable American Income Trust.