Multi-asset Investments

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 Sustainability Report. Oliver chairs the Sarasin Employee Forum, and has been a trustee of 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).

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.

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.

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.

Natasha joined Sarasin & Partners in 2013, where she oversees the firm’s stewardship activities. Specific areas of work include steering the integration of environmental, social and governance (ESG) matters into the investment process, managing voting and engagement, and leading outreach on several policy and market-related matters.

Natasha is a member of the Financial Reporting Council’s Investor Advisory Group, as well as the Advisory Board for Sir Donald Brydon’s review of the effectiveness and purpose of audit.

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.

Natasha has a Masters in Economics from the University of Cambridge, an MSc in Natural Resource and Environmental Economics from University College London, and is a CFA Charterholder.

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 also holds Fellowships from the Institute and Faculty of Actuaries (IFoA) and the Society of Actuaries (SOA).

Tom joined Sarasin & Partners in March 2019. He started his career at Investec where he managed multi-asset portfolios for private clients and charities, and specialist European real estate equity mandates.

Tom graduated from the University of Warwick in 2014 with a degree in History, is a Chartered Member of the Chartered Institute for Securities and Investment (Chartered MCSI), and holds the Investment Advice Diploma (IAD). He has passed Level 1 of the Chartered Financial Analyst (CFA) qualification.

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.

Richard joined Sarasin & Partners in 1992, was appointed Head of Charities 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.

Ben is responsible for evaluating the investment implications of climate change and integrating these risks and opportunities into portfolios .

Prior to joining Sarasin & Partners in 2018, Ben worked for RBC and CIBC as a sell-side Equity Research Analyst covering global natural resources. He has also worked in audit and assurance for PwC in London, and as a commodities economist in Sydney, Australia.

Ben is a Chartered Accountant with the Institute of Chartered Accountants of England and Wales, holds a Certificate in Investments (Securities) from CISI, a Certificate in Economics of Competing Energy Technologies from Stanford University and graduated the Global MBA at Imperial College London with Distinction.

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.

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.

Melanie has over 20 years of investment experience and joined Sarasin & Partners in 2011. She is primarily responsible for the management of charity and pension fund 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.

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.

Rowena has 8 years of investment experience and joined Sarasin & Partners in 2008, where she is primarily responsible for the management of charity portfolios. Prior to joining Sarasin & Partners, Rowena spent 2 years working for the Western Heritable Investment Company.

She qualified with a degree in Modern European Languages from Edinburgh University, and has since completed the Chartered Institute of Securities and Investment Diploma and the Investment Management Certificate (IMC).

Kwai San is responsible for overseeing stewardship activities undertaken by the investment team on individual companies, and the positioning of stewardship issues internally and externally.

Prior to joining Sarasin & Partners in March 2016, he spent five years as an analyst in the Governance and Sustainable Investment team at BMO Global Asset Management EMEA, covering ESG integration, proxy voting and company engagements across a number of markets in the UK and Asia. Before coming to the UK, he worked for HSBC and AECOM in Hong Kong in the areas of information technology and management accounting.

Kwai San has an MBA from the University of Durham, an LLB from the University of London International Programme, and a BEng in Information Engineering from the Chinese University of Hong Kong. He is also a CFA Charterholder.