MPS Strategy Update

Ben is primarily responsible for managing portfolios on behalf of UK private clients and Professional Intermediaries.  Prior to joining Sarasin in January 2019, Ben was a Director at Tilney, where he worked with private clients as well as sitting on the Asset Allocation and Fund Selection committees. Ben attended University College London and has a First-Class Honours degree in History & Philosophy of Sciences. He has passed the Chartered Institute for Securities and Investments (CISI) Masters in Wealth Management, Private Client Investment Advice & Management qualification (PCIAM) and CFA Level 1. Ben is also a Chartered Fellow of the CISI.

Edward is responsible for the management of the model portfolio services, as well as managing investments on behalf of private clients and their professional advisers.

Prior to joining Sarasin & Partners in November 2023, Edward was an Investment Manager at Quilter Cheviot, managing portfolios on behalf of private clients, trusts and charities and their professional advisers. He also sat on Quilter Cheviot’s Fixed Income Committee determining their model fixed income allocations.

Edward graduated with a BA Hons in History from the University of Bristol. He holds the Investment Management Certificate (IMC), CISI Masters in Wealth Management and has passed all 3 levels of the Chartered Financial Analyst (CFA) exams.

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.