Sarasin & Partners has further strengthened its team with the addition of two investment professionals.
Edward Lloyd joins Sarasin & Partners as a Senior Investment Manager after six years at Quilter Cheviot where he managed investments on behalf of private clients, trusts, charities and their professional advisers. Alongside Senior Associate Partner Ben Gilbert, Lloyd will work to build the firm’s Model Portfolio Service (MPS) – a multi-asset platform solution for financial advisers and their clients, managed in line with Sarasin & Partners’ long-term, thematic, global outlook.
In addition, Jack Brodie has joined the Sarasin Bread Street team as an investment analyst. Sarasin & Partners acquired Bread Street Capital in 2022, forming the specialist private markets business Sarasin Bread Street. This team looks to provide clients with improved access to a range of private markets investment opportunities. Brodie brings experience from his previous roles at Cabot Credit Management and Boston Consulting Group.
Sarasin & Partners’ thematic investment approach focuses on five key global trends – digitalisation, automation, ageing, evolving consumption and climate change – that will likely play the most significant role in shaping the investment landscape over the long term. Thinking thematically aims to identify the companies that benefit from these trends.
These appointments come following the addition of Alastair Baker as Multi-Asset Fund Manager and Cédric Phounpadith as Head of Investment Risk.
Subitha Subramaniam, head of asset management at Sarasin & Partners, commented: “Our commitment to staying at the forefront of the thematic investment landscape is central to our investment proposition to clients. The addition of Edward and Jack to our investment team further enhances our ability to deliver investment solutions to capitalise on the most impactful trends shaping our world.”
Sarasin & Partners’ charities team oversees investment portfolios for a diverse array of educational, medical, religious, and grant-making charities. Its 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. Sarasin & Partners’ UK intermediary team provides various investment vehicles to suit advisers and their clients. Investors can choose risk-rated outsourced solutions such as model portfolios and bespoke discretionary fund management services or invest directly in a range of single strategy and multi-asset funds. Sarasin & Partners’ institutional business leverages the firm’s distinctive thematic approach to help achieve clients’ long-term investment goals.
*As at 30.09.2023