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US investors

US investors

Invest for US taxpayers

Through our SEC registered subsidiary Sarasin Asset Management, we provide investment services tailored specifically for US taxpayers, wherever they live. The service is designed for individuals and families with US tax reporting obligations, including those living in the UK and internationally.

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A dedicated US service

Investing as a US taxpayer often requires a specialist approach, with experience managing US-connected portfolios through evolving regulatory requirements. Clients benefit from bespoke discretionary portfolio management delivered by a dedicated team, supported by clear, transparent reporting and online access.

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Explore solutions for US-connected clients

Our dedicated team

Alex Barr

Alex Barr

Partner, Head of Sarasin Bread Street
Find out more

Alex is Head of Sarasin Bread Street, Sarasin & Partners’ private markets business, where he is a Partner. He previously co-founded Bread Street Capital Partners and held senior investing roles at Janus Henderson, Aberdeen Standard Investments (now abrdn) and Deutsche Asset Management.

He became Head of Private Equity at Aberdeen in 2009, and subsequently Global Head of Private Markets Investment Oversight. He has managed several investment companies (Aberdeen Private Equity Fund Ltd; Henderson Alternative Strategies Trust plc) and has run portfolios for corporates, local authorities and endowments.

Alex is an Alderman of the City of London, has held various non-executive directorships and chaired multiple governance structures including the City’s Audit & Risk committee.

Holding an MA in Economics and Accountancy from Aberdeen University, Alex has passed Säid Business School’s Oxford Artificial Intelligence Programme and is an associate member of the UK CISI.

Oliver Bates

Oliver Bates

Partner
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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).

Jamie Black

Jamie Black

Partner
Find out more

Jamie joined Sarasin & Partners in 1996 and was Head of our Private Client Department for over 20 years up until September 2025. 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.

Jamie has a 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.

Christopher Cade

Christopher Cade

Partner, Head of UK Sales
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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.

Phill Collins

Phill Collins

CIO, Multi Asset
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With more than 30 years’ investment experience, Phil joined Sarasin & Partners in 2013 as head of the multi-asset team. In 2022, Phil was promoted to Chief Investment Officer of multi-asset.

Before joining Sarasin, Phil worked at Newton Investment Management, where he was chief investment officer of the private clients and charities division. He has also held investment management roles at Capital House and Leopold Joseph.

Phil is a fellow of the Chartered Institute for Securities & Investment.

Ruadhri  Duncan

Ruadhri Duncan

Partner
Find out more

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

Colm Harney

Colm Harney

Investment Strategist/Portfolio Manager
Find out more

Prior to joining Sarasin & Partners, Colm was a global equities analyst/portfolio manager at the West Midlands Pension Fund. He previously spent over 5 years in investment consulting at Willis Towers Watson and Hymans Robertson.

Colm graduated from Smurfit School of Business, Dublin with a MSc. in Finance and has been a CFA® charterholder since 2014.

How we invest on your behalf

Thematic

Thematic

As long-term thematic investors, we believe the big trends shaping the world can create interesting opportunities for lasting, meaningful returns. Carefully selected, with stewardship at their core, six themes form the basis of our investment framework.

Stewardship

Stewardship

Stewardship is embedded within our investment approach, shaping how we look after your assets. It helps us identify risks and opportunities, focus engagement where it matters most, and use our vote to hold companies and policymakers to account, supporting stronger governance and sustainable long-term performance.

Contact

How can we help?

Talk to us about your charity's principles and priorities - and investing in where the world's going.

What type of investor are you?
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General
Important Information

It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you confirm that you are a UK registered charity* or are a person who acts in an investment capacity on behalf of a UK registered charity, and have read and acknowledged this important information.

If you are not a UK registered charity or a person who is acting in an investment capacity on behalf of a UK registered charity, please leave this section of the website and enter a different section of the website which is appropriate to you via the homepage.
The contents of this website have been issued by Sarasin & Partners LLP (‘Sarasin’). Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Who can use this site

The information contained within this section of the website is intended for UK registered charities and persons who act in an investment capacity on their behalf.

*Charity as defined within the meaning of Section 1 of the Charities Act 2011 and/or paragraph 1(1) of Schedule 6 of the Finance Act 2010; which are organised, incorporated or resident in the UK.
The information available is not intended for any other person or investor, whether inside or outside the UK, including individual investors.

What you should know about the site’s content

This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. The information on this website is provided on the condition that it will not form the basis for any investment decision by the recipient or clients that the recipient may be representing or acting for.

The information on this website has been obtained from sources that Sarasin believes to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

Cookies and other policies

This website uses cookies. All information about how we use cookies can be found in our Cookie Policy. By using this website, you agree to our use of cookies.

Please make sure you have also read our Legal Information, Important Information and Privacy Policies which apply to your use of this website. To access these, please click on the links at the footer of the home page.

Important Information

It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you acknowledge that the information below has been brought to your attention.

The contents of this website have been approved for issue in the UK by Sarasin & Partners LLP (‘Sarasin’), which is regulated by the Financial Conduct Authority. Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Who can use this site

The information contained within this section of the website is intended for individual investors resident in the UK only, and is not intended for any investor outside the UK.

What you should know about the site’s content

This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. The information on this website is provided on the condition that it will not form the basis for any investment decision by the recipient or clients that the recipient may be representing or acting for.

The information on this website has been obtained from sources that Sarasin believes to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

Cookies and other policies

This website uses cookies. All information about how we use cookies can be found in our Cookie Policy. By using this website, you agree to our use of cookies.

Please make sure you have also read our Legal Information, Important Information and Privacy Policies which apply to your use of this website. To access these, please click on the links at the footer of the home page.
Important Information

It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you confirm that you are an institutional investor incorporated in the UK, and have read and acknowledged this important information.

If you are not an institutional investor incorporated in the UK, please leave this section of the website and enter a different section of the website which is appropriate to you via the homepage.

The contents of this website have been issued by Sarasin & Partners LLP (‘Sarasin’). Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Who can use this site

The information contained within this section of the website is intended solely for institutional investors incorporated in the UK only.

The information available is not intended for any other person or investor, whether inside or outside the UK, including retail investors.

What you should know about the site’s content

This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. The information on this website is provided on the condition that it will not form the basis for any investment decision by the recipient or clients that the recipient may be representing or acting for.

The information on this website has been obtained from sources that Sarasin believes to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances.

Cookies and other policies

This website uses cookies. All information about how we use cookies can be found in our Cookie Policy. By using this website, you agree to our use of cookies.

Please make sure you have also read our Legal Information, Important Information, Privacy Policy which apply to your use of this website. To access these, please click on the links at the footer of the home page.
Important Information

It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you confirm that you are a financial intermediary resident/incorporated in the UK, and have read and acknowledged this important information.

If you are not a financial intermediary resident/incorporated in the UK, please leave this section of the website and enter a different section of the website which is appropriate to you via the homepage.

The contents of this website have been issued by Sarasin & Partners LLP (‘Sarasin’). Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Who can use this site

This section of the website is intended solely for intermediaries resident or incorporated in the UK.
The information available is not intended for any other person or investor, whether inside or outside the UK, including retail investors.

What you should know about the site’s content

This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. The information on this website is provided on the condition that it will not form the basis for any investment decision by the recipient or clients that the recipient may be representing or acting for.

The information on this website has been obtained from sources that Sarasin believes to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances.

Cookies and other policies

This website uses cookies. All information about how we use cookies can be found in our Cookie Policy. By using this website, you agree to our use of cookies.

Please make sure you have also read our Legal Information, Important Information and Privacy Policies which apply to your use of this website. To access these, please click on the links at the footer of the home page.
It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you acknowledge that the information below has been brought to your attention.
The contents of this website have been approved for issue to US persons by Sarasin & Partners LLP (‘Sarasin’), which is regulated by the Financial Conduct Authority. Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Who can use this site

This information on this website is only for US persons who are:
professional investors;
our product distributor partners; or
regulated professional intermediaries.

It is not for distribution to non-US persons and should not be relied upon by retail investors.

If you do not meet the above criteria, you must leave this site immediately and you accept Sarasin will not be liable in any way whatsoever for your use of this website or the information contained within if you choose to proceed.

What you should know about the site’s content

This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than US persons. The information on this website is provided on the condition that it will not form the basis for any investment decision by the recipient or clients that the recipient may be representing or acting for.

The information on this website has been obtained from sources that Sarasin believe to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

Cookies and other policies

This website uses cookies. A cookie is a small file of letters and numbers that we put on your electronic device which is essential for the website to function properly and which help to provide you with a better online experience. These cookies cannot be switched off and do not store any of your information. We also use non-essential cookies which you can consent to or reject via the cookie consent tool on our website. By continuing to access this website, you agree to these warnings and important information.

Please make sure you have also read our Legal Information, Important Information and Privacy Policies which apply to your use of this website. To access these, please click on the links at the footer of the home page.
It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you acknowledge that the information below has been brought to your attention.

The contents of this website have been approved for issue to US persons by Sarasin & Partners LLP (‘Sarasin’), which is regulated by the Financial Conduct Authority. Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Who can use this site

This website and the information contained within is for US persons only and not for distribution to non-US persons. If you are not a US person, you must leave this site immediately and accept Sarasin will not be liable in any way whatsoever for your use of this website or the information contained within if you choose to proceed

What you should know about the site’s content

This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than US persons. The information on this website is provided on the condition that it will not form the basis for any investment decision by the recipient or clients that the recipient may be representing or acting for.

The information on this website has been obtained from sources that Sarasin believe to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

Cookies and other policies

This website uses cookies. A cookie is a small file of letters and numbers that we put on your electronic device which is essential for the website to function properly and which help to provide you with a better online experience. These cookies cannot be switched off and do not store any of your information. We also use non-essential cookies which you can consent to or reject via the cookie consent tool on our website. By continuing to access this website, you agree to these warnings and important information.

Please make sure you have also read our Legal Information, Important Information and Privacy Policies which apply to your use of this website. To access these, please click on the links at the footer of the home page.
It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you acknowledge that the information below has been brought to your attention.

The contents of this website have been approved for issue in South Africa by Sarasin & Partners LLP (‘Sarasin’), which is regulated by the Financial Conduct Authority. Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Who can use this site

This information on this website is only for South Africa residents who are:

professional investors;
our product distributor partners; or
regulated professional intermediaries.

It is not for distribution outside South Africa and should not be relied upon by retail investors.

If you do not meet the above criteria, you must leave this site immediately and you accept Sarasin will not be liable in any way whatsoever for your use of this website or the information contained within if you choose to proceed.

What you should know about the site’s content

This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than South Africa.

The information on this website has been obtained from sources that Sarasin believe to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

Cookies and other policies

This website uses cookies. A cookie is a small file of letters and numbers that we put on your electronic device which is essential for the website to function properly and which help to provide you with a better online experience. These cookies cannot be switched off and do not store any of your information. We also use non-essential cookies which you can consent to or reject via the cookie consent tool on our website. By continuing to access this website, you agree to these warnings and important information.

Please make sure you have also read our Legal Information, Important Information and Privacy Policies which apply to your use of this website. To access these, please click on the links at the footer of the home page.

It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you acknowledge that the information below has been brought to your attention.

The contents of this website have been approved for issue in South Africa by Sarasin & Partners LLP (‘Sarasin’), which is regulated by the Financial Conduct Authority. Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Who can use this site

This website and the information contained within is for South African residents only and not for distribution outside the South Africa. If you are not a South African resident, you must leave this site immediately and accept Sarasin will not be liable in any way whatsoever for your use of this website or the information contained within if you choose to proceed

It is not for distribution outside South Africa and should not be relied upon by retail investors.

If you do not meet the above criteria, you must leave this site immediately and you accept Sarasin will not be liable in any way whatsoever for your use of this website or the information contained within if you choose to proceed.

What you should know about the site’s content

This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than South Africa. The information on this website is provided on the condition that it will not form the basis for any investment decision by the recipient or clients that the recipient may be representing or acting for.

The information on this website has been obtained from sources that Sarasin believe to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

Cookies and other policies

This website uses cookies. A cookie is a small file of letters and numbers that we put on your electronic device which is essential for the website to function properly and which help to provide you with a better online experience. These cookies cannot be switched off and do not store any of your information. We also use non-essential cookies which you can consent to or reject via the cookie consent tool on our website. By continuing to access this website, you agree to these warnings and important information.

Please make sure you have also read our Legal Information, Important Information and Privacy Policies which apply to your use of this website. To access these, please click on the links at the footer of the home page.
It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you acknowledge that the information below has been brought to your attention.

The contents of this website have been approved for issue in Ireland by Sarasin & Partners LLP (‘Sarasin’), which is regulated by the Financial Conduct Authority. Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Who can use this site

This information on this website is only for Irish residents who are:
professional investors;
our product distributor partners; or
regulated professional intermediaries.

It is not for distribution outside Ireland and should not be relied upon by retail investors.

If you do not meet the above criteria, you must leave this site immediately and you accept Sarasin will not be liable in any way whatsoever for your use of this website or the information contained within if you choose to proceed.

What you should know about the site’s content

This website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than Ireland. The information on this website is provided on the condition that it will not form the basis for any investment decision by the recipient or clients that the recipient may be representing or acting for.

The information on this website has been obtained from sources that Sarasin believe to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

Cookies and other policies

This website uses cookies. A cookie is a small file of letters and numbers that we put on your electronic device which is essential for the website to function properly and which help to provide you with a better online experience. These cookies cannot be switched off and do not store any of your information. We also use non-essential cookies which you can consent to or reject via the cookie consent tool on our website. By continuing to access this website, you agree to these warnings and important information.

Please make sure you have also read our Legal Information, Important Information and Privacy Policies which apply to your use of this website. To access these, please click on the links at the footer of the home page.

Important Information

It is important that you read this information before proceeding, as it explains certain legal and regulatory restrictions applicable to the use of this website.

By clicking the ‘Accept’ button you confirm that you have read and acknowledged this important information.

The contents of this website have been issued by Sarasin & Partners LLP (‘Sarasin’). Under no circumstances should this information or any part of it be copied, reproduced or redistributed.

Access to this site

It may be unlawful to access or download the information contained on this website in certain jurisdictions and Sarasin and its affiliates disclaim all responsibility if you access or download any information from this website in breach of any law or regulation of the UK, the jurisdiction in which you are residing or domiciled or the jurisdiction from which you access the website.

If you are acting as a financial adviser or an intermediary, you agree to access this website only for the purposes for which you are permitted to do so under applicable law.

What you should know about the site’s content

The information on this website has been obtained from sources that Sarasin believes to be reliable and accurate at the date of publication, but no warranty of accuracy is given. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgement at the time of writing and are subject to change without notice. By proceeding you agree to the exclusion by Sarasin of any liability in respect of any errors or omissions by Sarasin and any other relevant third parties.

The information on this website does not in any way constitute investment, tax, legal or any other form of advice or recommendation that a product or investment is suitable for you or your circumstances. If you are unsure as to whether the investments described in this site are suitable for you should seek professional advice from a professional adviser.

Cookies and other policies

This website uses cookies. All information about how we use cookies can be found in our Cookie Policy. By using this website, you agree to our use of cookies.

Please make sure you have also read our Legal Information, Important Information, Privacy Policy which apply to your use of this website. To access these, please click on the links at the footer of the home page.