Multi-asset Investments

Diversified investments for your charity
Our multi-asset portfolios are built around a distinctive global thematic approach – a single investment platform that serves everyone on whose behalf we invest.
We typically construct an investment strategy using the traditional asset classes of bonds, equities and property. At the periphery, we also consider other ‘non-traditional’ assets.
As active stewards of your investments, we are serious about our responsibility to drive positive change. We actively engage with our investee companies.

Our bespoke solutions
We have significant experience in designing the most appropriate strategy bespoke to your charity’s needs and matching your specific ethical criteria. Together with you, we agree on the most efficient way of implementing this policy.
We invest on your behalf through funds or segregated portfolios. Many charities have chosen to invest with us using one or both of our two Charity Authorised Investment Funds (CAIFs). Our offerings are listed below.
Multi-asset offerings
Depending on your preference, you can access our multi-asset investments on a fully segregated, semi-segregated basis, or fully funded basis.
For further information on our core multi-asset funds for charities please follow the below links. All these funds are structured as Charity Authorised Investment Funds (CAIFs)
Sarasin Climate Active EndowmentsSarasin EndowmentsSarasin Income and Reservescharities team

Partner, Charities
Oliver Bates
Partner, Charities
Oliver joined Sarasin & Partners in September 2008 having previously spent his 20-year fund management career at HSBC (formerly James Capel & Co) where he was Head of Charities. In addition to specialising in the management of charity portfolios, he leads on the subject of Social Impact Investments, and is responsible for the Sarasin Corporate Social Responsibility Report. Oliver previously was a trustee of both I CAN, a specialist speech and language charity for children with communication difficulties, as well as the Prostate Cancer Research Centre. He is an Associate of the Securities Institute, and is on the Board of the Charity Investors’ Group (CIG) and the Durham University Student Investment Fund.

Partner, Charities
Ruadhri Duncan
Partner, Charities
Ruadhri has over 15 years of investment experience in the fund management industry, where he has operated as both a fund manager and a charity trustee. After leaving the Army he started work with Leopold Joseph and Sons where he completed his fund management exams. In 1999 he moved to Newton Investment Management, where he worked within the charities department for over 12 years, joining Sarasin & Partners in 2011.
Ruadhri is a Governor of Maidwell Hall School and a trustee of the Army Cadet Force Association.

Head of Charity Marketing
John Handford
Head of Charity Marketing
John is responsible for marketing Sarasin & Partners’ investment services to charities and not-for-profit organisations including medical, educational, environmental, grant makers and religious orders.
John joined Sarasin & Partners in early 2011 after a career in the Army where he saw varied operational service. Much of his experience has been multinational in the climate of military, civilian and interagency cooperatio. He managed his Regimental Charities and remains a trustee of The Airborne Forces Security Fund. He has considerable experience in human resources, operational planning, risk management, event planning, instruction and training.
John graduated from Royal Military Academy Sandhurst and is an appointed OBE.

Partner, Charities
James Hutton
Partner, Charities
James is responsible for the management of portfolios on behalf of charities and UK and international private clients. He is also a member of our Investment Policy Committee and the co-author of the Sarasin Compendium of Investment.
Prior to joining Sarasin & Partners in October 2012, he spent seven years at GAM London Limited where he was a Portfolio Director managing a diverse range of private client and charity portfolios. He started his investment career working for Newton Investment Management.
James has a degree in Business Management from the University of Newcastle and is a qualified Chartered Alternative Investment Analyst. He also holds the Investment Management Certificate (IMC) and has passed CFA level 1.

Senior Investment Manager
Katherine Hussein
Senior Investment Manager
Katherine joined Sarasin & Partners in March 2020. Prior to Sarasin, she worked at J.P. Morgan Asset Management in the Global Insurance Solutions team covering insurance companies in Europe and Asia. She has also worked at Société Générale Private Bank as an Investment Advisor and has completed internships at Goldman Sachs and NatWest. Katherine graduated from Queen Mary University of London with a degree in Economics and completed the Sustainable Finance course at University of Cambridge.
Katherine sits on the Sarasin Diversity & Inclusion Steering Committee and the Diversity Project’s Steering Group.

Senior Stewardship Analyst
Therese Kieve
Senior Stewardship Analyst
Therese is responsible for undertaking rigorous analysis on the financial implications of ESG factors for specific stocks as well as on a sector/industry basis. She also supports and leads company engagements and voting.
Prior to joining Sarasin & Partners in 2019, Therese worked as a senior research analyst at Institutional Shareholder Services Inc (ISS), a provider of governance and responsible investment solutions to the financial community. Prior to ISS, she worked at ShareAction, a UK organisation that promotes responsible investment.
Therese has an MSc in Corporate Governance and Business Ethics from University of London, and a BMath in Actuarial Science from the University of Waterloo, Canada. She is also a Fellow of the Institute and Faculty of Actuaries (IFoA).

Ownership Lead
Julia Kochetygova
Ownership Lead
Julia Kochetygova is the Ownership Lead at Sarasin & Partners. She is responsible for engaging with, and voting at, portfolio companies with a focus on driving sustainable change in their environmental, social, and governance performance.
She joined in January 2022 from Northern Trust Asset Management where she was the Head of EMEA Stewardship, with engagement and voting responsibilities for companies in EMEA. Prior to that, Julia was the Senior Sustainable Investing Research Analyst for Northern Trust Asset Management. In that role, she was responsible for ESG thought leadership and product innovation.
Her past positions include Head of Sustainability Indices at S&P Dow Jones Indices, Head of the Corporate Relations function at MDM Bank in Russia, and Head of Corporate Governance Services at S&P Ratings.
She holds a PhD in Economics from the Institute of Economics, Russian Academy of Sciences, and MSc in Economics of Industry from the Moscow Institute of National Economy. Julia graduated from the INSEAD Executive Education Program; she holds a Fundamentals of Sustainability Accounting (FSA) credential from SASB (Sustainability Accounting Standards Board) and a Climate Change Financial Risks and Opportunities credential from Imperial College Business School.

Partner, Head of Stewardship
Natasha Landell-Mills
Partner, Head of Stewardship
Natasha is currently a Partner and Head of Stewardship at the asset manager Sarasin & Partners LLP, where she steers the firm’s stewardship work, ensuring effective engagement, voting and public policy outreach in order to promote the creation of sustainable value. Since 2017, she has spearheaded Sarasin’s flagship Climate Active strategy.
Natasha has been a vocal advocate for reform of the accounting and audit system to promote long-term stewardship as well as action by company boards to confront climate change. Natasha is a member of the Committee of the International Corporate Governance Network, as well as the Consultative Advisory Group for the International Audit and Assurance Standards Board. Natasha sits on the Investment Committee for the Cambridge Assistants Contributory Pension Scheme and is a non-executive director at Carbon Tracker, a leading think-tank on investment and climate change.
Natasha has a background in development economics and responsible investment. Prior to joining Sarasin & Partners, she spent six years as the Senior Analyst leading ESG integration and several areas of policy work at the Universities Superannuation Scheme’s Investment Management arm; and four years in Budapest working with OTP Fund Management and the European Bank for Reconstruction and Development. Before moving into finance, Natasha spent a number of years working on sustainable development issues in Asia, Africa and Latin America. Natasha started her career as an Overseas Development Institute Fellow, working as the Chief Economist in the Guyana Forestry Commission.
Natasha has Masters in Economics from Cambridge University, an MSc in Natural Resource Economics from University College London, and is a CFA Charterholder.

Senior Associate Partner
Thomas Lindsey
Senior Associate Partner
Thomas career started in the industry in 2013. He joined Sarasin & Partners in 2017. Previously Thomas worked for Standard Life Investments for a number of years managing multi-asset and absolute return portfolios for corporate pension schemes and institutions.
He graduated from the University of East Anglia in 2011 with a degree in English Literature & Philosophy. Thomas is a CFA Charterholder®, a holder of the Investment Management Certificate (IMC), the CISI Capital Markets Program and is a member of the Chartered Financial Analyst Society of the UK.

Senior Partner
Richard Maitland
Senior Partner
Richard joined Sarasin & Partners in 1992 and is a Senior Partner focused on client management while helping develop new business opportunities, which includes Sarasin & Partners’ private equity business, Sarasin Bread Street.
Prior to this he was Head of Charities at the firm following the merger between Chiswell Associates and Sarasin in 2003 and is a member of the Executive Committee.
He specialises in strategy and the management of diversified, multi-asset portfolios for charities. He is author of the Sarasin & Partners Compendium of Investment, which has now been published for 20 years and is Director of the £2bn Sarasin Charity Authorised Investment Fund range. Richard has lectured at The Judge (Cambridge), University of Vienna and University of Stellenbosch business schools and runs the Trustee Training Programme for the CFG. He is the Chairman of the Investments Advisory Committee of St Paul’s Cathedral.

Senior Associate Partner
Tania McLuckie
Senior Associate Partner
Prior to joining Sarasin & Partners in 2017, Tania spent two years at Conservation Capital working on the investment team, and latterly became COO. Before this Tania spent eight years at Ruffer LLP where she was responsible for managing multi-asset, absolute return portfolios for charities, pensions, trusts and private clients. She has over ten years' investment experience. Tania graduated with an MA (Hons) degree in Classics & Spanish from the University of Edinburgh. She holds the CISI Diploma and the Investment Management Certificate (IMC), and is a member of the UK's Chartered Institute for Securities and Investment.

Senior Investment Manager
Kamran Miah
Senior Investment Manager
Kamran is responsible for managing discretionary portfolios for charities, foundations and endowments.
He joined Sarasin & Partners in 2019 and previously worked at JP Morgan Geneva as support to the Head of Investments for EMEA, before moving to JP Morgan London where he covered ETFs and Mutual Funds. Kamran has worked in the industry since July 2016.
Kamran holds a BSc in Economics from the London School of Economics and has completed the CFA Level 1.

Head of Charities
Melanie Roberts
Head of Charities
Melanie has over 20 years of investment experience and joined Sarasin & Partners in 2011. In January 2023 she was appointed as Head of Charities, continuing to focus on focus on strategy, stewardship and client service for charity portfolios.
Prior to joining Sarasin & Partners, Melanie spent 16 years at Newton Investment Management as a fund manager of charity, private client, and pension fund portfolios.

Business Partner
Alexander True
Business Partner
Alexander is primarily responsible for the management of charity portfolios, as a member of the core Sarasin & Partners charity team.
Alexander joined Sarasin & Partners LLP in 2014. He has worked in financial services for over 10 years, most recently at Newton Investment Management where he managed international private clients and Trusts, as well as investment models.
He holds a Degree in Experimental Psychology from Bristol University, the Private Client Investment Advice and Management Diploma (PCIAM) as well as the Investment Management Certificate (IMC). Alexander is a Member of the Chartered Institute for Securities and Investment.






Senior Stewardship Analyst
Therese Kieve

Ownership Lead
Julia Kochetygova

Partner, Head of Stewardship
Natasha Landell-Mills






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