Sarasin Asset Management launches US Client Model Portfolio Services for UK advisers

Sarasin Asset Management (SAM), the London-based subsidiary of Sarasin & Partners focused on US-connected clients, has launched the Sarasin US Client Model Portfolio Service.

The dedicated service will expand SAM’s offering to UK advisers serving US-connected clients living outside the United States, giving advisers wider access to the firm's investment expertise. The model portfolio service (MPS) provides an all-in-one investment solution covering asset allocation, fund selection and risk management, with portfolios managed within clearly defined risk parameters.

The Sarasin US Client Model Portfolio Service, built on the framework of Sarasin & Partners’ existing MPS offering, comprises three strategies – Balanced, Growth and Equity – each available in both GBP and USD, providing flexibility for advisers managing the investment and financial planning needs of US-connected clients.

The introduction of the Sarasin US Client Model Portfolio Service addresses several challenges associated with serving US-connected clients, including the complexity of cross-border investment and reporting requirements and the practical challenges of servicing discretionary portfolios of different sizes. The service will support advisers managing intergenerational wealth transfers, whose clients’ circumstances change through relocation between the UK and US.

The MPS builds on more than 20 years of experience managing investments for US-connected individuals and families, drawing on Sarasin & Partners’ global thematic investment expertise and more than three decades of multi-asset investing experience.

Nick Wood, Director at Sarasin Asset Management, comments:

“Clients are more mobile than ever, moving between the UK and US for work, family and lifestyle reasons, and that creates increasingly complex investment and reporting needs. The launch of our US MPS gives advisers a dedicated investment solution for US-connected clients, combining our long-standing investment expertise with the flexibility to support advisers and their clients, as their circumstances evolve.

“As advisory firms continue to consolidate across the US and UK, demand for scalable, efficient solutions that can support cross-border client needs is only increasing. This launch is designed to meet that need, allowing us to support advisers and their clients across different stages of their wealth journey while maintaining the same high-conviction, long-term investment approach.”

Sarasin Asset Management Limited is registered in England and Wales, No. 01497670. Authorised and regulated by the UK Financial Conduct Authority (FRN: 163584). Registered as an Investment Adviser with the US Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended (CRD No. 115788/SEC No. 801-62077).