Manage my Investments
Working with you to design your long-term investment plan
How we work with you
We build long-term relationships with a wide range of UK and international (including US) clients, their advisers and trustees.
In partnership with you and your financial and legal advisers, we spend time and effort understanding your individual circumstances and attitude to risk. This allows us to design an appropriate long-term investment management strategy for you and your family.Contact us
Investment solutions tailored to your needs
Your needs drive our approach and we pride ourselves on our flexibility. We can build a bespoke portfolio, in line with your specific objectives and circumstances.
We are global, thematic investors, operating off a single investment platform. Portfolios can be constructed either through portfolio funds or as segregated portfolios.
What we offer
We believe that strong, long-term relationships with our clients are a key part of positive investment outcomes. When you become a client, you can expect a full discretionary investment service and a dedicated account team, with a director, manager and administrator. We believe regular meetings and communication are essential.
You can invest through a variety of structures, including SIPPs, ISAs, insurance bonds, offshore structures, segregated portfolio management, dedicated unit trusts and OEICs, and platform-based DFM model portfolios.
How we invest for you
We take a global, thematic approach to investment, identifying promising companies that look set to benefit from the long-term themes shaping the investment landscape for years to come.
Responsible stewardship is embedded into our investment process. Every stock we invest in is assessed from an environmental, social and governance (ESG) perspective. Once we own a company, we actively engage with it on issues where we want to see change, driving a positive impact on your behalf.
We invest actively for the long-term, carrying out fundamental company research and analysis.Why we invest thematicallyFind out more about stewardship
SOLUTIONS TO MEET YOUR REQUIREMENTS
When you partner with us, you have access to a dedicated team focused on creating a bespoke investment management strategy for your needs.
You can join us for our range of investment seminars and events, and also receive regular investment updates.
Our high standard of reporting gives clients market-leading levels of transparency and analysis. Clients can view their portfolios 24 hours a day, seven days a week through our online service.
A dedicated partner for your investments
Your investment team starts by establishing your needs. As a starting point, we familiarise ourselves with your:
- Capital requirements
- Income requirements
- Investment time horizon
- Attitude towards risk
- Other assets outside your portfolio that would influence our overall plan for you
Alternatively, you can access our AIM portfolio service for tax-efficient investment opportunities in smaller companies.Read about our AIM portfolio service
How we construct portfolios
After establishing your attitude to risk, we identify the strategic asset allocation that is right for you. We determine this through finding out your specific requirements and objectives.
Based on this we offer a selection of portfolio styles with different equity weightings to encompass a wide range of risk-return preferences.
We consider a wide range of asset classes when constructing portfolios, ensuring that yours is appropriately diversified.
Manage your own investments
If you do not require a dedicated investment management team or tailored portfolio, you can learn more about choosing your own funds and investing with us through other avenues.
Invest as a US person
We offer tailored solutions for different client types, including onshore individuals/family trusts, international clients/offshore trusts, UK resident and non-domiciled clients. We also cater to US taxpayer clients through Sarasin Asset Management Ltd.
Senior Associate Partner
+44 (0) 20 7038 email@example.com
+44 (0) 20 7038 firstname.lastname@example.org