TRUSTEE TRAINING & ECONOMIC UPDATE

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.

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.