Investments tailored to your objectives

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.

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.

Phil has over 14 years of financial services experience working in both Life and Pensions and investment management. He joined Sarasin and Partners in 2019 from Seven Investment Management to look after our financial adviser relationships in the North of England.

Phil graduated from Liverpool John Moores University with a BA (Hons) Business Studies. He holds certificates in Life and Pensions and financial planning.

Jamie is Head of our Private Client team. His responsibilities include the management of the Private Client Department, product and new business development, and the management of key client portfolios. He is also Chief Executive of Sarasin Asset Management, our subsidiary company for US clients.

Jamie has 34 years’ investment experience.  He joined the City in 1987 after gaining an MA Honours degree in Modern Languages from Cambridge University. He spent seven years with NCL Investments Ltd before joining Sarasin in 1996.

Caroline is responsible for the processing of client legal and operational agreements, management and coordination of new client contacts, liaison with clients/intermediaries, resolution of administrative queries, administration of internal CRM systems and reporting.

Caroline joined Sarasin & Partners in September 2001 and has more than 18 years of investment experience. She holds a BA (Hons) in American Studies.

Graeme has investment responsibilities for UK and international client portfolios. Prior to joining Sarasin & Partners in 2013, Graeme was with Brown Shipley where he managed private client, charity and institutional portfolios.

Graeme holds an MBA from Bayes Business School and a BA Honours degree from the University of Sheffield, alongside the Chartered Institute for Securities & Investment (CISI) Diploma. Graeme is a Chartered Fellow of the CISI.

Christopher joined Sarasin & Partners in 2015. He focuses on distributing Sarasin & Partners collectives throughout Discretionary and Advisory businesses as well as Sarasin’s Outsource Solution for IFAs. Previously Christopher worked at Baring Asset Management and Skandia UK where he undertook various roles including Head of Third Party Distribution and Specialist in Investment Marketing respectively. Prior to this Christopher was a Sales Manager at National Provident Institution.

Christopher holds the Investment Management Certificate (IMC) and a Diploma in Financial Planning.

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).

Will is primarily responsible for developing relationships with discretionary fund managers, multi-managers, banks and financial advisers in London.

He joined Sarasin & Partners in November 2015. Prior to joining Sarasin, Will was an associate within the Client Relationship team at Ingenious Investments.

Will holds BA (Hons) in History from the University of Nottingham and a master’s degree in History from Oxford University (MSt). He is also a Chartered Fellow of the CISI and a member of the Guild of Investment Managers.

Zoe has over 10 years of investment experience. She joined Sarasin & Partners in 2018 from Close Brothers Asset Management where she spent 4 years working as a Business Development Director promoting the full Close investment proposition to intermediary firms in the Thames Valley area.

Prior to this she worked as a Business Development Manager at Meteor Asset Management and Barclays Wealth & Investment Management.

Zoe holds the CISI Diploma in Investment Advice (Securities) and is a member of the Chartered Institute for Securities & Investment.

Matthew is responsible for Sarasin & Partners’ relationships with financial advisers and discretionary wealth managers in the Midlands region.

He joined Sarasin & Partners in March 2021 from Garraway Capital Management, where he distributed Garraway Capital and Stratton Street Capital Funds to clients across the UK.

Matthew began his career at UBS, where he spent over 4 years as an Associate Director covering Financial Institutions in the UK and Ireland.

Matthew graduated from Loughborough University with a BSc (Hons) in International Business and holds the CFA UK Investment Management Diploma, CFA UK Investment Management Certificate and CFA UK Certificate in ESG Investing.

Allanah assists with the management of UK and international portfolios. Prior to joining Sarasin & Partners in 2018, she completed internships at Investec Asset Management and Whitman Howard Ltd.

Allanah graduated with an MSc in Investment and Wealth Management from Imperial College Business School, and previously a BSc in Chemistry from the University of Bristol. Allanah holds the Investment Management Certificate (IMC), the Private Client Investment Advice and Management certificate (PCIAM), and is currently studying for the Chartered Financial Analyst exams, having recently passed Level 1.

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.

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 graduated 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.

Mark is responsible for the management of UK and international private clients, multi-generational wealth and charities. He also acts as investment director for our Private Client business and is the lead fund manager of the Sarasin Global Equity Real Return Fund.

Mark has over 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 has a MBA Hons in finance and investment from Cape Town University and a BA Hons in Russian from Exeter University.

James has been managing private client, personal pension and charity portfolios for over 20 years. Prior to joining Sarasin & Partners in 2004, he spent six years at HSBC Private Wealth Management.

James is a graduate of Newcastle University with a degree in Geography, and is a Member of the Chartered Institute of Securities and Investment (CISI).

Ben is primarily responsible for managing portfolios on behalf of private clients and professional intermediaries. Prior to joining Sarasin & Partners in January 2019, Ben began his career at Tilney in 2010, eventually rising to Director. There he was responsible for private client portfolios as well as sitting on the Asset Allocation and Fund Selection committees.

Ben attended University College London and graduated with a First-Class BSc Hons in History & Philosophy of Science. 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.

Duncan is responsible for the management of portfolios on behalf of UK and international clients. He started his career at Dresdner RCM Global Investors, followed by 10 years at GAM London Ltd.

Duncan attended Newcastle University and has a BSc Hons in Agricultural Economics. He holds the certificate in Private Client Investment Advice and Management (PCIAM), the Investment Management Certificate (IMC) and the SFA.

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.

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.

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.

Katherine Hussein joined Sarasin & Partners in March 2020 as an Investment Manager for Charities. Prior to Sarasin, Katherine worked at J.P. Morgan Asset Management in the Global Insurance Solutions team covering insurance companies in Europe and Asia. She has also worked at Société Générale Private Bank as an Investment Advisor and has completed internships at Goldman Sachs and Royal Bank of Scotland.

Katherine graduated from Queen Mary, University of London with a degree in Economics. She is also a trustee for the Hymans Robertson Foundation and the chair of the Vietnamese Family Partnership charity.

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.

James assists with the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin & Partners in 2017, he spent 18 months working for Bank Leumi as an Assistant Relationship Manager on the Investment Advisory Desk.

James graduated with a BA Hons in Russian from the University of Bristol. He holds the Investment Advice Diploma, the Level 6 Private Client Investment Advice and Management certificate (PCIAM), while he has also obtained the Level 7 CISI Chartered Wealth Manager Qualification.

Tom joined Sarasin & Partners in March 2019. He started his career at Investec where he managed multi-asset portfolios for private clients and charities, and specialist European real estate equity mandates.

Tom is a Level 7 qualified Chartered Member of the Chartered Institute for Securities and Investment (Chartered MCSI), holds the Investment Advice Diploma (IAD) and has passed Level 2 of the Chartered Financial Analyst (CFA) qualification. He graduated from the University of Warwick in 2014 with a degree in History.

Prior to joining Sarasin and Partners, Adam worked for Franklin Templeton Investments and Henderson Global Investors.

Adam graduated from University of Nottingham with BA (Hons) in English Studies. He also holds the Investment Management Certificate (IMC), completed the ESG Certificate for Investment management resulting in the CFA UK Investment Management Diploma and is a CFA charterholder.

Thomas career started in the industry in 2013. He joined Sarasin & Partners in 2017. Previously Thomas worked for Standard Life Investments for a number of years managing multi-asset and absolute return portfolios for corporate pension schemes and institutions.

He graduated from the University of East Anglia in 2011 with a degree in English Literature & Philosophy. Thomas is a CFA Charterholder®, a holder of the Investment Management Certificate (IMC), the CISI Capital Markets Program and is a member of the Chartered Financial Analyst Society of the UK.

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.

Prior to joining Sarasin & Partners in 2017, Tania spent two years at Conservation Capital working on the investment team, and latterly became COO. Before this Tania spent eight years at Ruffer LLP where she was responsible for managing multi-asset, absolute return portfolios for charities, pensions, trusts and private clients. She has over ten years' investment experience. Tania graduated with an MA (Hons) degree in Classics & Spanish from the University of Edinburgh. She holds the CISI Diploma and the Investment Management Certificate (IMC), and is a member of the UK's Chartered Institute for Securities and Investment.

Emma is responsible for the coordination of projects across Client Affairs, as well as acting as first line of defence and implementing strategy.

She previously spent three years working at C Hoare & Co as a Portfolio Manager’s Assistant on the Offshore Team, before moving to JM Finn as a Business Analyst.

Emma holds the Investment Management Certificate (IMC) and PRINCE 2 qualifications.

Erik has over 12 years of investment experience, and is responsible for Sarasin & Partners’ overall relationship with Bank J. Safra Sarasin, as well as other Institutional clients of Sarasin & Partners. He is also Market Head for Southern Africa.

He began his career in 2008 as an investment analyst at Deutsche Bank (Suisse) S.A in Geneva, Switzerland. He then spent 9 years at Banque Lombard Odier & Cie SA, starting in Geneva where he worked extensively on developing the Nordic private clients desk. Erik then transferred to London where he helped build the European bank's new investment offering and later moved to a broader role within their Product Management & Sales division, before moving to Sarasin & Partners. Erik holds a BA Honours degree from the University of Manchester and is a CFA Charterholder.

Henry assists in the running of private client portfolios and with Sarasin & Partners’ AIM inheritance tax sheltered portfolio service.

Henry graduated from Loughborough University in 2019 with a degree in Economics. He is currently studying for the Chartered Wealth Management diploma after passing his Investment Management Certificate (IMC) last year.

Kamran is responsible for managing discretionary portfolios for charities, foundations and endowments.

He joined Sarasin & Partners in 2019 and previously worked at JP Morgan Geneva as support to the Head of Investments for EMEA, before moving to JP Morgan London where he covered ETFs and Mutual Funds. Kamran has worked in the industry since July 2016.

Kamran holds a BSc in Economics from the London School of Economics and has completed the CFA Level 1.

John is responsible for building and managing relationships with key product providers, private client stockbrokers and IFAs in Scotland, Northern Ireland and the North of the UK.

John joined Sarasin in January 2008. Prior to this John worked in a similar role at Henderson for over 8 years. With more than 30 years’ experience in the financial services industry, he has a strong knowledge of the requirements of the role and of the challenges currently facing our industry.

Matt joined Sarasin & Partners in August 2020, with over 20 years experience.

Prior to joining Sarasin & Partners, Matt worked at Newton Investment Management where he was Head of UK Institutional Business Development. Previously Matt has worked at Neuberger Berman, Gartmore Investment Management and Liontrust Asset Management – all focusing on institutional business development.

Matt graduated from Boston College in the United States with a Bachelor of Arts (major in political science) and holds the Securities Institute Investment Administration Qualification (IAQ).

Throughout his 11 years in the industry, Iestyn has held sales and distribution roles with brokerage, platform and asset management firms. Before joining Sarasin & Partners in 2018, Iestyn was Regional Sales Manager for Verbatim Asset Management, specialising in multi-asset and discretionary solutions.

Iestyn studied Law at Cardiff University before joining Standard Life Investments as a graduate trainee. He holds the Investment Management Certificate (IMC) and has passed Level 1 of the Chartered Financial Analyst (CFA) program.

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.

Stephen has over 20 years of experience in the investment management and banking industry, working with private clients and their advisers.

Prior to joining Sarasin, Stephen was Head of Private Merchant Banking at Edmond de Rothschild, having previously spent four years as Head of Private Wealth Management at Kleinwort Benson and nine years as Head of Business Development at Schroders Private Banking. He started his career in 1996 at Mercury Asset Management.

Stephen graduated from University of Oxford with a MA in Philosophy, Politics and Economics. He also holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA).

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.

John is primarily responsible for the management of international (including US) and UK private client portfolios.

Prior to joining Sarasin & Partners in 2013, John spent 15 years at Merrill Lynch (formerly Mercury Asset Management) managing global investment portfolios for UK and international non-profits, private clients and pensions. He was leader of Merrill's international discretionary management team, head of US client portfolios, lead manager for Merrill's Global Funds Advisor programme for over ten years, and a voting member of the asset allocation and stock selection committees.

John graduated from Tulane University's A.B. School of Business in the US, with Honours in Finance and Economics.

Sophie’s primary responsibility is to manage and develop relationships with potential clients, as well as a range of intermediaries who represent HNW and UHNW individuals with a requirement for discretionary investment management services. Prior to joining Sarasin & Partners in January 2012, Sophie spent four years with a corporate finance boutique in Mayfair.

Sophie holds the Investment Management Certificate (IMC) and the Private Client Investment Advice and Management certificate (PCIAM).

Andrew assists with the management of UK portfolios for a variety of private clients and charities. Prior to joining Sarasin & Partners, Andrew spent seven years working in the financial services industry.

Andrew has the CISI Level 7 Diploma in Wealth Management, the Investment Management Certificate (IMC), Certificate in Discretionary Investment Management, Certificate in Securities Advice and Dealing and the Diploma in Regulated Financial Planning.

Alexander is  primarily responsible for the management of charity portfolios, as a member of the core Sarasin & Partners charity team.

Alexander joined Sarasin & Partners LLP in 2014. He has worked in financial services for over 10 years, most recently at Newton Investment Management where he managed international private clients and Trusts, as well as investment models.

He holds a Degree in Experimental Psychology from Bristol University, the Private Client Investment Advice and Management Diploma (PCIAM) as well as the Investment Management Certificate (IMC). Alexander is a Member of the Chartered Institute for Securities and Investment.

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).

Henrietta is the Deputy Manager for the Model Portfolios and also has responsibilities supporting our Multi-Asset Target Return Franchise.

Before joining Sarasin & Partners in 2019, Henrietta spent 7 years at M&G Investments as Investment Director. Prior to this, she spent 6 years at JPMorgan Private Bank as Executive Director, International Head of Manager Selection.

Henrietta began her career in 1993 at Cazenove & Co, before joining Credit Suisse Private Bank as a Global Equity Model Manager. She then joined Brown Shipley where she was an Investment Manager with responsibility for private client, pension and charity portfolios, as well as fund selection for the team.

Henrietta is a fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate (IMC).

Rowena has 8 years of investment experience and joined Sarasin & Partners in 2008, where she is primarily responsible for the management of charity portfolios. Prior to joining Sarasin & Partners, Rowena spent 2 years working for the Western Heritable Investment Company.

She qualified with a degree in Modern European Languages from Edinburgh University, and has since completed the Chartered Institute of Securities and Investment Diploma and the Investment Management Certificate (IMC).

Nick joined Sarasin & Partners in 1998. He is responsible for the management of UK and international private client portfolios, on behalf of both Sarasin & Partners, as well as Sarasin Asset Management, a subsidiary of Sarasin & Partners, which solely manages portfolios for US investors.

Nick has a BA Hons degree in Languages for Business (German) from Oxford Brookes University. He holds the SI Securities and Derivatives Certificates and is a fellow of the Chartered Institute of Securities and Investment (CISI).