We are delighted to announce that we have appointed six new partners in the business.
The appointments reaffirm Sarasin & Partners’ commitment to excellence in investment and client service with two appointments from the charities team, Alexander True and Tania McLuckie – and four appointments from the private client team – Stephen Rothwell, Nick Wood, James Fishbourne and Graeme Bruce.
Two new partners have been appointed from Sarasin & Partners’ highly successful charities team. Alexander True, who joined Sarasin & Partners in 2014, brings over 15 years of experience in financial services and manages charity portfolios, as well as being a member of the Sarasin & Partners Stewardship Steering Committee. Tania McLuckie joined the firm more recently in 2017. She manages charity portfolios, drawing on more than 10 years of investment experience across multi-asset and absolute return portfolios for charities, pensions, trusts and private clients.
Stephen Rothwell has more than 25 years of experience in the investment management and banking industry, working in management positions and with private clients and their advisers. Rothwell focuses on the growth and development of Sarasin’s private client business, as well as the management of strategic relationships. He is a member of the Sarasin & Partners Executive Strategic Committee and of the Bank J. Safra Sarasin Guernsey Branch Management Committee.
Nick Wood, who joined Sarasin & Partners in 1998, is responsible for managing investment portfolios including trusts and pensions. He specialises in offshore and international private clients, including US-connected clients as a Director of Sarasin Asset Management (an SEC registered firm). James Fishbourne joined Sarasin & Partners in 2004 and is an investment manager with responsibility for private client portfolios, including pensions, family charities and clients of our key IFA relationships. Graeme Bruce, having been a member of the Sarasin & Partners team since 2013, manages segregated international private client portfolios. This includes managing investment portfolios for clients of Sarasin & Partners’ largest shareholder, J. Safra Sarasin. More recently, he has been appointed to chair the firm’s ‘NexCo’, a group formed to provide greater diversity, challenge and support to the existing Executive Committee, as well as provide a development tool for the next generation of talent.
Sarasin & Partners’ well-established charities team oversees investment portfolios for a diverse array of educational, medical, religious and grant-making charities. Our private client business offers tailored and flexible investment solutions to suit a wide range of client types, including individuals, family offices, international clients and offshore trusts, as well as UK resident non-domiciled clients and US persons.
Guy Matthews, Managing Partner of Sarasin & Partners, commented: “Promoting our new partners from within the organisation is a testament to the firm’s investment in talent. They each bring with them invaluable industry experience and outstanding ability, reflecting our commitment to offering excellence in investment management and client service to both private clients and charities.
“Our new partners represent the future for the Partnership, adding to the continuity in management, investment expertise and client service which has been the hallmark of our business for many years.”