Manage Private Wealth

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. Prior to joining Sarasin & Partners in 1996, Jamie was at NCL Investments Ltd having joined the company days before the 1987 stock market crash.

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

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 Cass 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.

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).

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.

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.

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.

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.

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.

Abi joined Sarasin & Partners in 2016 and supports the team in managing UK and international portfolios, including US client portfolios.

Prior to joining Sarasin & Partners Abi worked with Equity Gap, an angel investment syndicate, supporting early stage companies to secure investment finance from individuals and the Scottish Government. Additionally she had work experience with both Aberdeen Asset Management and Goldman Sachs prior to graduating.

Abi graduated with an MA Hons degree in Business and Accounting from the University of Edinburgh, and is currently studying for the Chartered Financial Analyst (CFA) exams, having recently passed level 2. She also holds the Private Client Investment Advice and Management (PCIAM) certificate.

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.

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 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.

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 has operational oversight for the private clients, charities 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).

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.

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).

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).