Retirement income solutions

Ben is 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.

Ben 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.

Jack joined the firm in December 2025 and is responsible for assisting day-to-day management of Sarasin MPS range. He also supports fund analysts for underlying external products due diligence/monitoring.

Prior to this, he spent seven years with FE fundinfo, working across the group in a number of roles. This included acting as a consultant supporting the implementation and use of software tools for investment research, before spending more than four years within FE Investments, the FCA-regulated discretionary fund management arm of FE fundinfo, where he focused on fund research and analysis.

Ed is responsible for the management of the Model Portfolio Services and the Managed Fund range at Sarasin & Partners.

Prior to joining Sarasin & Partners in November 2023, Ed was an Investment Manager at Quilter Cheviot, managing portfolios on behalf of private clients, trusts and charities and their professional advisers. He also sat on Quilter Cheviot’s Fixed Income Committee determining their model fixed income allocations.

Edward graduated with a BA Hons in History from the University of Bristol. He holds the Investment Management Certificate (IMC), CISI Masters in Wealth Management and has passed all 3 levels of the Chartered Financial Analyst (CFA) exams.

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.

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.

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.

Berkan joined Sarasin & Partners in 2025 and is assists intermediary relationships across the UK discretionary and advisory channels.

Prior to joining Sarasin, Berkan worked at TT International Asset Management, supporting sales and client relationship initiatives. He has an MA in Economics and a BSc in Business Management from the University of Surrey.

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

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).

John joined Sarasin & Partners in January 2026 and is responsible for the distribution of Sarasin’s products and services to financial advisers and wealth managers across Scotland, Northern Ireland, and the North East of England.

Prior to this, he was Sales Director at O-IM Investment Services, where he led UK distribution strategy, overseeing sales and marketing activity and senior adviser engagement for equity-based portfolios.

Earlier in his career, he held a number of senior business development roles within the wealth management sector, including positions at firms such as Investec and Rathbones, following the start of his career at Skandia in 1998.