Investments tailored to your objectives

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 managing charity portfolios, he sits on the Corporate Responsibility Committee. Oliver is a Trustee for the Hume Castle Preservation Trust, having previously 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).

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 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 an 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.

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.

Charlotte is a Senior Investment Manager in Sarasin’s Charities team. Alongside her work in the Charity business, Charlotte supports business development efforts in the Institutional team, covering institutions and investment consultants globally.

Charlotte joined Sarasin & Partners in April 2023. Prior to joining, Charlotte worked as a Client Manager at Marathon Asset Management for 8 years predominantly covering US pension funds, endowments, foundations and consultants. Charlotte holds a BSc (Hons) in Economics from Cardiff University, holds the Investment Management Certificate (‘IMC’) and is a CFA® charterholder.

Isabel joined Sarasin & Partners in May 2023 having worked in investment management across London, Malta, and Cape Town for 7 years. Most recently, Isabel spent two years at Plurimi Wealth LLP, providing private banking services to international UHNW clients.

Prior to this, Isabel spent 2 years at 7IM, managing a range of multi-asset portfolios. Isabel holds a BSc degree in Economics and the Private Client Investment Advice and Management Diploma (PCIAM). She is also a member of the UK's Chartered Institute for Securities and Investment.

Graeme has investment responsibilities for both international and domestic client portfolios at Sarasin.

Prior to joining Sarasin & Partners in 2013, Graeme was with Brown Shipley Private Banking, where he managed private client, charity and institutional portfolios.

Graeme completed his MBA at Cass Business School, which he holds alongside the Chartered Institute for Securities & Investment (CISI) Diploma and a BA Honours degree from the University of Sheffield. 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 has over 30 years of investment management experience, of which 28 have been spent with Sarasin. As well as being responsible for the management of multiple private client, trust and charity portfolios, he heads Sarasin & Partners' AIM inheritance tax-sheltered portfolio service. He started his career as a graduate trainee at Capel-Cure Myers in 1993, before joining Sarasin in 1996.

Edward has a MA Hons degree in Management and International Relations from the University of St Andrews and is a Chartered Fellow of the Chartered Institute of Securities & Investments (CISI).

He is chair of the British Humane Association, a governor of both Oundle School and the City & Guilds of London Art School and a warden of the Grocers’ Company.

Henrietta assists with the management of UK and international portfolios. Prior to joining Sarasin & Partners in June 2020, she worked at a family office in London. Henrietta graduated with a BA in History and Politics from the University of Birmingham.

Henrietta holds the Investment Management Certificate (IMC), the CII Level 1 Diploma in Financial Planning and is currently studying for the final exam of the Chartered Wealth management qualification.

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.

 

Ruadhri has over 20 years 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, managing charitable funds. Ruadhri is an associate of the Chartered Institute for Securities and Investment and holds a number of charity trusteeships

Randal has over 30 years of investment experience and joined Sarasin & Partners in 1998 where he manages some of the firm's largest private client and charity portfolios.

Prior to Sarasin & Partners, Randal was at NCL Investments Limited. He graduated from Worcester College, Oxford in 1989 with an MA Hons in Modern History. He is also PCIAM (the Private Client Investment Advice and Management Certificate) and Investment Management Certificate (IMC) qualified.

Randal is Chairman of the London Partners.

Mark has over 30 years of investment experience and is responsible for managing UK and international private clients, multi-generational wealth, and charities. He managed the Sarasin Global Equity Real Return for 8 years and is now the Fund Strategist.

Prior to Sarasin & Partners as a partner in 2007, Mark spent 10 years at Barings, 5 years at Credit Suisse, acting as Chairman of the Asset Allocation Committee, and initially 6 years at Cazenove.

Mark is a Chartered Fellow of the CISI. He holds an MBA Hons degree in Finance & Investment from Cape Town University and a BA Hons degree in Russian from Exeter University.

James manages a variety of relationships, including private clients, charities and pensions. James joined Sarasin & Partners in 2004, having previously spent five years as an investment manager at HSBC.

James has a BA in Geography from Newcastle University. He is a member of the Securities Institute and holds the Private Client Investment, Advice and Management qualification (PCIAM with merit) from the Securities Institute.

Georgia is a Relationship Manager in Sarasin’s Institutional Team, covering institutions and consultants globally.

Georgia joined Sarasin & Partners in May 2023. Prior to joining, Georgia worked as a Client Manager at Russell Investments for 11 years predominantly focussing on UK pension funds, insurance companies and Sovereign Wealth Funds in Middle East and Africa. She has experience providing strategic advice on a wide range of asset classes.

Georgia holds a MSc in Finance from Imperial College Business School and a BSc in Management Science and Technology from Athens University of Economics and Business. She is a CFA® charterholder since 2017 and recently passed the Certificate in ESG Investing from the CFA Institute.

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.

Duncan has 23 years of investment experience and is responsible for the management of a wide range of UK domestic private client and charity portfolios. Duncan joined Sarasin & Partners in 2012 from GAM London Ltd where he worked as a portfolio director for 10 years. Duncan started his career in 2000 at Dresdner RCM Global Investors.

Duncan attended Newcastle University and has a BSc Hons. degree in Agricultural Economics. He is also PCIAM (the Private Client Investment Advice and Management Certificate), Investment Management Certificate (IMC) and Securities and Futures Authority (SFA) qualified.

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 cooperation. He managed his Regimental Charities and remains a trustee of The Parachute Regiment and Airborne Forces Charity. He has considerable experience in human resources, operational planning, risk management, event planning, instruction and training.

John reaches out and supports the charity sector through, events, editorials, training, sponsorship and CSR initiatives.

Duane is responsible for developing relationships with financial advisers and discretionary managers across the Midlands.

Prior to his role at Sarasin, Duane held similar roles at GAM, AXA IM, Premier Asset Management, and Standard Life. Before his career change to financial services, Duane spent 9 years in the armed forces.

Duane has over 24 years of experience in business development and holds the Investment Management Certificate (IMC).

Lucinda has been managing private client, private pensions, and charity portfolios for over 35 years. Prior to joining Sarasin & Partners in 2004, Lucinda spent 18 years with 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, 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.

Allanah is responsible for the management of UK and international private client portfolios. Allanah joined Sarasin in 2018 after having 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 IMC (Investment Management Certificate) PCIAM (Private Client Investment Advice and Management certificate) and has passed all 3 levels of the Chartered Financial Analyst (CFA) exams.

Marcus is responsible for the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin & Partners, he spent four years at Barclays Private Bank, managing private clients.

Marcus graduated with a BA Hons in Business Management from Newcastle University. He holds the Private Client Investment Advice and Management (PCIAM), Investment Management Certificate (IMC), and has passed all three levels of the Chartered Financial Analyst (CFA) exams.

Katherine joined Sarasin & Partners in March 2020. Prior to Sarasin, she 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 NatWest. Katherine graduated from Queen Mary University of London with a degree in Economics and completed the Sustainable Finance course at the University of Cambridge.

Katherine sits on the Sarasin Diversity & Inclusion Steering Committee and the Diversity Project’s Steering Group.

James is responsible for the management of portfolios on behalf of charities and UK institutions. He is also a member of our Investment Policy Committee, co-author of the Sarasin Compendium of Investment, and co-chairs our D&I Steering Committee.

Prior to joining Sarasin & Partners in October 2012, he spent seven years at GAM London Limited where he was a Portfolio Director.

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 29 years of investment experience and is responsible for the management of portfolios for domestic and international private clients.  Sam joined Sarasin & Partners in 2007 from Baring Asset Management, where he managed international private client portfolios. Sam's career in the city started in 1994 at Brewin Dolphin Securities Ltd.

Sam holds a BSc Hons degree in Mathematics and Statistics from the University of Sussex, and is a “Chartered” Fellow of the Institute of Securities & Investment.

Anastasia joined Sarasin & Partners in June 2020. She assists with the management of UK, international and Target Return portfolios. Anastasia graduated with a First Class Honours degree in Philosophy from St Mary’s University, Twickenham.  She holds the Investment Management Certificate (IMC) and is currently studying for the Chartered Wealth Management exams.

James is responsible for the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin in 2017, James 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, and the Level 6 Private Client Investment Advice and Management certificate (PCIAM). James has also obtained the Level 7 CISI Chartered Wealth Manager Qualification.

Prior to joining Sarasin & Partners in 2017, Thomas worked for Standard Life Investments 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 UK CFA Society.

Thomas is a trustee of the Jeevika Trust, an Indian poverty relief charity seeking to implement smart technologies to address rural food scarcity & mitigate the impact of climate change.

Harveer assists with the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin in 2021, Harveer spent 10 years in the industry looking after Private Client and International portfolios; joining Rathbones in 2012 following their acquisition of Taylor Young Investment Management.

Harveer graduated with a BSc Hons in Economics from the University of York. He holds the Investment Advice Diploma (IAD), the Level 6 Private Client Investment Advice and Management certificate (PCIAM), and the Level 7 CISI Chartered Wealth Manager Qualification.

Richard joined Sarasin & Partners in 1992. He is a Senior Partner and a member of the Executive Committee, focussing on strategic investment, client management, and new business initiatives. He was Head of Charities between 2003 and 2023.

Specialising in managing multi-asset portfolios, he was responsible for growing our CAIFs from under £50m to over £3bn. Richard wrote and edited the Compendium of Investment over the past 20 years and has lectured at The Judge (Cambridge), the University of Vienna and the University of Stellenbosch. He developed our Trustee Training initiatives and is the Chairman of the St Paul’s Cathedral Investments Committee.

Sinead 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.

Sinead joined Sarasin in June 2022. Prior to this she was at Seven Investment Management.

Prior to joining Sarasin & Partners in 2017, Tania spent two years at Conservation Capital working on the investment team and later 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 of 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.

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

Henry joined Sarasin & Partners as a graduate in 2019, having achieved First Class honours in Economics at Loughborough University. He achieved his CISI Level 7 Chartered Wealth Manager Qualification in 2021 and also holds the Investment Management Certificate (IMC).

Kamran manages portfolios on behalf of charities and not-for-profits. Prior to joining Sarasin & Partners in 2019, he worked for J.P. Morgan. He was first based in Geneva, where he supported the Head of Investments for Europe, the Middle East, and Africa, and then moved to London to grow the investment funds platform.

Kamran graduated with an Economics degree from the London School of Economics. He also has the CFA ESG Investing Certificate and the CFA Diploma in Investment Management.

He mentors students and recent graduates through his work with upReach, Sponsors for Educational Opportunities, and the LSE Economics department.

Mashrufa joined Sarasin & Partners in August 2021. Prior to joining Sarasin, Mashrufa worked at J.P. Morgan for four years as a Senior Associate. She graduated in International Relations from King’s College London and holds the CFA’s Level 4 Investment Management Certificate (IMC). Mashrufa is also a trustee and board member for Leaders In Community, a grassroots charity driving youth social action and leadership in inner city London.

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 joined Sarasin & Partners in 2011 and was appointed Head of Charities in January 2023. She has over 25 years’ investment experience and is responsible for the management of charity and private client portfolios. Melanie speaks regularly at Sarasin seminars and was the Editor of Sarasin’s quarterly publication, the House Report, for ten years.

Prior to joining Sarasin & Partners, Melanie spent 16 years at Newton Investment Management. She qualified with a degree in Modern Languages from Durham University and is an Associate of the Chartered Institute for Securities and Investment. Melanie is also a Non-Executive Director of the BlackRock Sustainable American Income Trust.

Stephen has over 25 years’ finance industry experience, having held senior client facing and management roles in both asset management and banking.  He is a member of the Sarasin & Partners Executive Strategic Committee, a Non-Executive Director of Bank J Safra Sarasin Guernsey Branch, and is responsible for key strategic relationships, having joined the firm in 2019 as Head of Business Development for the Private Client division.

Stephen was previously Head of Private Merchant Banking at Edmond de Rothschild, Head of Private Wealth Management at Kleinwort Benson and Head of Business Development at Schroders Private Banking, having begun his investment career at Mercury Asset Management.  He is a Chartered Financial Analyst, and has an MA in Philosophy, Politics and Economics from the University of Oxford.

Hadley is the Chief Client Officer 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.

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 4 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).

Alex joined Sarasin in January 2020. He assists with the management of UK private clients and the Model Portfolio Service. Prior to joining Sarasin Alex studied at the University of Leeds for both his undergraduate and postgraduate degrees.

Alex is currently a CFA Level 3 candidate and holds the IMC.

Andrew joined in June 2018. He assists with the management of UK portfolios for a variety of private clients and charities. Prior to joining Sarasin & Partners, Andrew spent 7 years working in the financial services industry.

Andrew holds the CISI Level 7 Chartered Wealth Management Certificate, Investment Management Certificate, Certificate in Discretionary Investment Management, Certificate in Securities Advice and Dealing and the Diploma in Regulated Financial Planning. Andrew is also a Chartered Fellow of the CISI.

Octavia joined Sarasin & Partners in August 2021. She began her career at Gravis Capital Management supporting the UCITS sales team, following the completion of her MA (Hons) degree in History from the University of Edinburgh. Octavia holds the CFA’s Level 4 Investment Management Certificate (IMC).

Alexander is responsible for the management of charity portfolios; a member of the Sarasin Climate Active Advisory Board and CAIF Advisory Committee, the Stewardship Steering Committee, and Ethical Committee.

Alexander has over 15 years' investment experience. He joined Sarasin & Partners LLP in 2014, from 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), and Investment Management Certificate (IMC). Alexander is a Member of the Chartered Institute for Securities and Investment.

Tom is responsible for the management of portfolios for a variety of UK and international private clients and charities, including a number of the firm's larger client portfolios. Tom is a member of the firm’s Investment Strategy Group.

Tom has a BSc in Economics and Finance from the University of Bristol. He holds the Investment Management Certificate (IMC) and Private Client Advice and Management (PCIAM) from the Securities Institute.

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.

Nick 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.

Phoebe assists with the management of UK and International portfolios. She joined Sarasin in 2021 after spending 2.5 years at Investec Wealth & Investment. Prior to this, Phoebe graduated with a Bachelor’s degree in Classics from the University of Bristol.

She holds the following qualifications: Chartered Wealth Management, CFA Certificate in ESG Investing, CFA Certificate in Climate and Investing, Investment Advice Diploma, and Level 4 Financial Planning and Advice.