TRUSTEE TRAINING

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 managing charity portfolios, he sits on the Corporate Responsibility Committee. Oliver is a Trustee for the Hume Castle Preservation Trust, having previously 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).

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 cooperation. He managed his Regimental Charities and remains a trustee of The Parachute Regiment and Airborne Forces Charity. He has considerable experience in human resources, operational planning, risk management, event planning, instruction and training.

John reaches out and supports the charity sector through, events, editorials, training, sponsorship and CSR initiatives.

Octavia joined Sarasin & Partners in August 2021. She began her career at Gravis Capital Management supporting the UCITS sales team, following the completion of her MA (Hons) degree in History from the University of Edinburgh. Octavia holds the CFA’s Level 4 Investment Management Certificate (IMC).

Helena joined Sarasin and Partners LLP in October 2020. She started her career at Rathbones in 2018, following the completion of her BSc (Hons) degree in Economics and Management from the University of Bristol.

Helena is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the CISI Level 4 Investment Advice Diploma in 2019.