Meet Our team

Claire co-chairs the WBCSD Global Imperatives Advisory Board and is a Board Director for Scottish Power and Climate Impact X, a Singapore-based global carbon exchange. She is also a Senior Global Advisor for Mckinsey and Company, an advisor to the international investment firm Hambro Perks and an Advisory Board Member for Protium Green Solutions Ltd. Prior to this, Claire had a career in politics where she served as Transport Minister and then Minister of State for Energy and Clean Growth in the UK Cabinet. She also successfully led the UK’s winning bid to host COP26 and was appointed COP26 President-Designate until she left politics in 2020 to head the Climate and Energy team at the World Business Council for Sustainable Development (WBCSD), the world’s leading corporate sustainability organisation.

Guy was appointed as Managing Partner in June 2016, having previously been Chief Operating Officer since 2010 and prior to that Chief Financial Officer of the Sarasin (UK) Group from 2002 until 2010. He is also the Chief Executive Officer of our investment fund company, Sarasin Investment Funds Limited, and non-executive director to our offshore fund company, Sarasin Funds Management (Ireland) Limited. He is also Chairman on the Executive Committee and a member of the Product Strategy Group.

He started his career at Smith and Williamson where he qualified as a Chartered Accountant in 1990.  He spent a year at the Investment Management Regulatory Organisation (IMRO) on secondment and joined Sarasin & Partners in 1994 where he had responsibility for the financial accounts, compliance, corporate strategy and fund administration.

Guy is a Chartered Accountant, and was also formerly the Chairman of the FSA’s Smaller Businesses Practitioner Panel and a member of the FSA’s Practitioner Panel.

Guy Monson, previously CIO and now 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.

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).

Daniel Belfer has been CEO of Bank J. Safra Sarasin Ltd since November 2019 and chairs the Group Executive Board. He is also Chairman of Sarasin & Partners LLP and of bank zweiplus ltd. Prior to that, he had been responsible for the Trading, Treasury and Asset Management Division since 2013. Daniel Belfer has held leadership roles within the J. Safra Group for 20 years. In 2010, he moved to Geneva, Switzerland, where he joined Banque J. Safra (Suisse) SA from Bank J. Safra Sarasin (Bahamas) Ltd, where had been CEO and a member of the Board of Directors since 2008. He became Head of Trading at Safra National Bank of New York in 2004, having held responsibility for Fixed Income Trading and Structured Products since 2000, when he joined Safra National Bank of New York. Daniel Belfer began his professional career in 1997 at BancBoston Robertson Stephens Inc. in Boston, USA; in the Emerging Markets Sales, Trading & Research department.

Born in 1975, Daniel Belfer is a Brazilian citizen and lives in Geneva, Switzerland. He holds a Bachelor of Science in Business Administration from Boston University and is a CFA® charterholder.

Jamie is the Head of our Private Client Department with overall responsibility for the management of the team and its development, alongside holding account director responsibilities for a wide range of client mandates. Jamie is also CEO of Sarasin Asset Management, our subsidiary company specialising in US clients.  Jamie joined the City in 1987 and spent several years at NCL Investments prior to joining Sarasin & Partners in 1996.

Jamie has a MA Hons in Modern Languages from Cambridge University, PCIAM (the Private Client Investment Advice and Management certificate), IMC (Investment Management Certificate) and is a Stock Exchange Registered Representative.

Henry started his career in fund management in 1983. He is Chairman of the Sarasin & Partners Investment Strategy Group, Deputy Chief Investment Officer and Co-Portfolio Manager of the specialist thematic Food and Agriculture Opportunities strategy.

Specialising in multi-asset and global equity fund management, he has managed a wide variety of funds, including unit trusts, pension funds, life funds and charity endowments.

 

Oliver Cartade has been Head of the Asset Management & Institutional Clients division of Bank J. Safra Sarasin Ltd since March 2020 and a member of the Group Executive Board since November 2019. Prior to that he was Head of the Trading, Treasury and Asset Management division of Bank J. Safra Sarasin Ltd since November 2019. Oliver Cartade has held leadership roles within the J. Safra Group for over 15 years. In 2009 he created and became the Managing Director of J. Safra Sarasin Asset Management (Europe) Ltd while also holding responsibility as General Manager of the London Branch of Bank J. Safra Sarasin (Gibraltar) Ltd which he opened in 2007 when he moved to London. He joined Safra National bank of New York in 2003 where he was responsible for performing research on and investing in hedge funds. Prior to joining the J. Safra Group, he worked for Kaufman Bros. LP, a boutique investment bank in New York, where he focused on M&A and private equity transactions across various industries. In 2000, Oliver Cartade joined PIPE9 Corporation, an internet start-up focused on B2B ecommerce, as a VP of Business Development.

Oliver began his professional career in 1998 at Prudential Securities in New York in the Investment Banking division focused on the technology sector.

Born in 1976; Oliver Cartade is a UK citizen. He graduated cum laude from The Wharton School at The University of Pennsylvania with a Bachelor of Science in Economics and received an MBA from INSEAD, Fontainebleau, France. He is also a CFA® charterholder.

Edward is responsible for the management of portfolios for private clients, personal pension funds and charities. He also manages Sarasin & Partners’ AIM inheritance tax sheltered portfolio service.
Edward has an MA Hons degree in Management and International Relations from the University of St Andrews, and is a Fellow of the Chartered Institute of Securities & Investments (CISI).

Phil joined Sarasin & Partners in 2013 as head of the multi-asset team and has more than 30 years’ investment experience.

Before joining Sarasin, Phil worked at Newton Investment Management, where he was chief investment officer of the private clients and charities division. He has also held investment management roles at Capital House and Leopold Joseph.

Phil is a fellow of the Chartered Institute for Securities & Investment.

Randal has over 25 years of investment experience and manages some of the firm's larger charity and private client portfolios.

Prior to joining Sarasin & Partners, Randal was at NCL Investments Limited. He graduates from Worcester College, Oxford in 1989 with an MA Hons in Modern History. He also holds the PCIAM (Private Client Investment Advice and Management Certificate) and Investment Management Certificate (IMC).
Randal is Chairman of the London Partners and was also responsible for setting up our Dublin office, which he continues to oversee.

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.

Mark is responsible for the management of UK and international private clients, multi-generational wealth and charities.

Mark has thirty years of investment experience. Prior to joining Sarasin & Partners as a partner in 2007, Mark spent ten years at Barings, five years at Credit Suisse, and six years at Cazenove.

Mark is a fellow of the Chartered Institute for Securities & Investment. He holds an MBA Hons degree in finance and investment from Cape Town University and a BA Hons degree in Russian from Exeter University.

Lucinda has been managing private client, private pension and charity portfolios for over 30 years.
Prior to joining Sarasin & Partners in 2004, she spent 18 years at HSBC Investment Management, formerly James Capel & Co, where she was a senior director on the management team. Lucinda started in the City with Quilter Goodison & Co, having spent two years training as a Land Agent, specialising in Agricultural Investment.

Lucinda is a graduate of Edinburgh University with a degree in Agriculture.

Alex has been with Sarasin since 2007. Prior to joining Sarasin, he spent four year at US hedge fund Arnhold and S. Bleichroeder based in New York and London. Alex is a fellow of the Institute of Charted Accountants in England and Wales.

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.

Sam has 24 years of investment experience, and is responsible for the management of portfolios for domestic and international private clients.

He joined Sarasin & Partners in 2007 from Baring Asset Management, where he managed private client portfolios and headed the fund of funds business. Sam's career in the city started in 1994 at Brewin Dolphin Securities Ltd.

Sam holds a BSc Honours degree in Mathematics and Statistics from the University of Sussex. He is a Chartered Fellow of the CISI.

Natasha 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.

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.

Angel leads on quantitative research for the global equity team and is responsible for portfolio construction, predictive alpha modelling and factor research.

Prior to joining Sarasin in 2020, Angel worked at Ninety One Asset Management as a Quantitative Analyst and at FactSet as a Consultant. He is a CFA Charterholder and holds a degree in International Business from the University of Kent.

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.

Hadley is the COO for Client Affairs and is responsible for general management and overseeing the sales and distribution platform across the private clients, charities, retail and institutional teams.

Prior to joining Sarasin & Partners, Hadley was the Division COO for Wealth Management at C Hoare & Co. In 2017, he executed the sale of the division to Cazenove Capital. Before this, he worked at Barclays from 2009, where he was the Head of Change for the UK Private Bank, and led a number of transformative programmes. He has also worked at UBS where, amongst other roles, he ran their European securities financing operation.

Hadley graduated with a BA Econ (Hons) from the University of Reading, and is an Associate of the Chartered Institute for Securities & Investment (CISI). He currently sits on the Investment Association’s DFM, Private Client and Wealth Management Committee.

Subitha is responsible for analysing the macroeconomic backdrop that underpins investment strategy.

Prior to joining Sarasin & Partners, Subitha worked at UBS in Zurich, Switzerland, as a Senior Economist for Asia in Global Markets Research and then as a Macroeconomist for Asia in Sovereign Research. She was a project Director at the Center for Institutional Reform and the Informal Sector, Washington DC, USA. She also worked as a research assistant at the World Bank’s Middle East Department.

Subitha holds a BA in Economics from Dartmouth College, Hanover NH, USA and an MA and Ph.D. in Economics from Duke University, Durham NC, USA.

Tim joined Sarasin from the Bank of New York (now BNY Mellon) in 2005 as the Valuations Manager. He became Head of Operations in 2009 and then Chief Operating Officer in 2016.

Tim is primarily responsible for ensuring that the operational and IT components of the firm support efficient and effective processes within a strong control environment. Tim entered the Financial Services industry with a position at WM Company in Edinburgh, before moving into a client servicing role at Deutsche Asset Management in London.

Tim holds a BA from Macquarie University, Sydney, and an Executive MBA from the Cass Business School, University of London.

Jerry is responsible for the thematic global equity funds. He joined Sarasin & Partners in 2016 from Allianz Global Investors, where he spent 12 years as a European, UK and global equity fund manager.

 

 

Tom joined Sarasin & Partners in 2006. He is responsible for managing portfolios for a variety of UK and international private clients and charities, including a number of the firm's larger client portfolios.
Tom has a BSc degree in Economics from the University of Bristol. He holds the Investment Management Certificate (IMC) and Private Client Investment Advice and Management certificate (PCIAM).

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.