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We take a long-term view: in our investments, in our relationships with the companies we invest in, and in our relationships with you.

Intermediary Sales

Duane Hasnip

Business Development Manager, Intermediary Clients

+44 (0) 7860 403 439

duane.hasnip@sarasin.co.uk

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).

Asset Management

Imogen Millington

UK Equity Analyst

Imogen joined Sarasin & Partners in August 2021. Imogen’s primary focus is the analysis of small and mid-cap UK companies.

She previously worked at BMO Global Asset Management and Constance Private Asset Management in both investment research and product development roles.

Asset Management

Nikki Martin

Global Equity Analyst/Portfolio Manager

Nikki is a portfolio manager for the global equity income strategies and works closely with our existing team of sector-focused analysts.  She is also a research analyst working across the global thematic universe.

Nikki joined Sarasin from Trium Capital where she managed a pan European market neutral long short UCITS fund. She trained as a Chartered Accountant with EY before starting her investment career within HSBC Private Equity and has over 20 years of investment experience working for companies including Scottish Widows, GAM and Bluecrest.

Asset Management

Georgie Flowers

Global Equity Analyst

Georgie joined Sarasin in April 2021. She assists with the management of international and UK portfolios for private clients. Georgie joined us from the University of Exeter where she graduated with a Bachelor of Arts in Human Geography.

Georgie holds the Investment Management Certificate (IMC), and is currently studying for Level 2 of the Chartered Financial Analyst exams, having passed Level 1.

Asset Management

Robert Wilson

Alternatives Analyst/Deputy Fund Manager

Robert is the deputy fund manager for the Sarasin IE Sustainable Global Real Estate Equity Fund. He has also been an alternatives analyst at Sarasin since joining in 2021 from Quilter Cheviot where he was responsible for third-party funds research focusing on Alternatives.

Robert started his career as an Energy Analyst at Global Energy and Commodities Exchange. He then worked as an Investment Manager at First Merchant Bank before moving to Landy Partners and Financial Express as an Investment Fund Analyst.

Robert holds an MSc(Hons) in Finance & Financial Law from the University of London - SOAS, a BSc (Hons) in Economics and Finance from the University of York, and has also passed levels 1&2 of the CFA®.

Board

Elizabeth Tracey

Independent Non-Executive Director

Elizabeth Tracey joined as an Independent Non-Executive Director to the Board of Sarasin Investment Managers in October 2019.

Elizabeth has worked in the Financial Services Industry for over 37 years, including senior operational roles at large asset managers such as Merrill Lynch Investment Management and BlackRock Fund Managers. Specialising in global operations, Elizabeth’s experience includes oversight of projects in Europe, Asia, the US and Australia.

Elizabeth is also an iNED for Link Fund Solutions and is Chair of their Risk, Compliance and Audit Committee.

Charities

Isabel Brookes

Senior Investment Manager

Isabel joined Sarasin & Partners in May 2023 having worked in investment management across London, Malta, and Cape Town for 7 years. Most recently, Isabel spent two years at Plurimi Wealth LLP, providing private banking services to international UHNW clients.

Prior to this, Isabel spent 2 years at 7IM, managing a range of multi-asset portfolios. Isabel holds a BSc degree in Economics and the Private Client Investment Advice and Management Diploma (PCIAM). She is also a member of the UK's Chartered Institute for Securities and Investment.

Asset Management

Jack Brodie

Investment Analyst, Sarasin Bread Street

Jack joined Sarasin in 2023 as an investment analyst on the Bread Street team. He is responsible for the due diligence on private market opportunities.

Prior to Sarasin, he worked as an investment analyst at Cabot Credit Management, and as an analyst at Boston Consulting Group.

Jack graduated from the University of Warwick with a BSc in Economics and has passed CFA Level 3.

Asset Management

Alastair Baker

Fund Manager - Multi-Asset & Global Equities

Alastair joined Sarasin & Partners in February 2023 and is a Multi-Asset Fund Manager responsible for managing the Target Return Mandate with Guy Monson, Chief Market Strategist, and Senior Partner. He is also co-fund manager of the Sarasin Global Equity Real Return Fund.

Prior to joining Sarasin, Alastair worked at abrdn where he lead a strategic review of their Multi-Asset and ESG investment capabilities working closely with the executive leadership. He has also worked at Schroders where he was responsible for Diversified Growth Mandates which sought to deliver clients inflation plus returns over a market cycle and Total Return Mandates which sought to deliver cash plus returns over 3 years.

Alastair is a graduate of Bristol University where he holds a First in Economics and Econometrics.

Institutions

Charlotte Bostock

Institutional Business Development Manager

Charlotte is a Business Development Manager in Sarasin’s Institutional Team, covering institutions and consultants globally.

Charlotte joined Sarasin & Partners in April 2023. Prior to joining, Charlotte worked as a Client Manager at Marathon Asset Management for 8 years predominantly covering US pension funds, endowments, foundations and consultants. Charlotte holds a BSc (Hons) in Economics from Cardiff University and is a CFA® charterholder.

Institutions

Georgia Galouzidi

Institutional Relationship Manager

Georgia is a Relationship Manager in Sarasin’s Institutional Team, covering institutions and consultants globally.

Georgia joined Sarasin & Partners in May 2023. Prior to joining, Georgia worked as a Client Manager at Russell Investments for 11 years predominantly focussing on UK pension funds, insurance companies and Sovereign Wealth Funds in Middle East and Africa. She has experience providing strategic advice on a wide range of asset classes.

Georgia holds a MSc in Finance from Imperial College Business School and a BSc in Management Science and Technology from Athens University of Economics and Business. She is a CFA® charterholder since 2017.

Intermediary Sales

Sinead McGurk

Business Development Director - North

Sinead is responsible for building and managing relationships with key product providers, private client stockbrokers and IFAs in Scotland, Northern Ireland and the North of the UK.

Sinead joined Sarasin in June 2022. Prior to this she was at Seven Investment Management.

Charities

Mashrufa Miah

Investment Manager

+44 (0) 20 7038 7283

mashrufa.miah@sarasin.co.uk

Mashrufa joined Sarasin & Partners in August 2021. Prior to joining Sarasin, Mashrufa worked at J.P. Morgan for four years as a Senior Associate. She graduated in International Relations from King’s College London and holds the CFA’s Level 4 Investment Management Certificate (IMC). Mashrufa is also a trustee and board member for Leaders In Community, a grassroots charity driving youth social action and leadership in inner city London.

Private Client

Henrietta Coldman

Investment Manager

Henrietta assists with the management of UK and international portfolios. Prior to joining Sarasin & Partners in June 2020, she worked at a family office in London. Henrietta graduated with a BA in History and Politics from the University of Birmingham. Henrietta holds the Investment Management Certificate (IMC), the CII Level 1 Diploma in Financial Planning and is currently studying for the final exam of the Chartered Wealth management qualification.

Charities

Octavia Thomson

Investment Manager Assistant

+44 (0) 20 7038 7108

octavia.thomson@sarasin.co.uk

Octavia joined Sarasin & Partners in August 2021. She began her career at Gravis Capital Management supporting the UCITS sales team, following the completion of her MA (Hons) degree in History from the University of Edinburgh. Octavia holds the CFA’s Level 4 Investment Management Certificate (IMC).

Asset Management

Julia Shatikova

Ownership Lead

Julia Shatikova is the Ownership Lead at Sarasin & Partners. She is responsible for engaging with, and voting at, portfolio companies with a focus on driving sustainable change in their environmental, social, and governance performance.

She joined in January 2022 from Northern Trust Asset Management where she was the Head of EMEA Stewardship, with engagement and voting responsibilities for companies in EMEA. Prior to that, Julia was the Senior Sustainable Investing Research Analyst for Northern Trust Asset Management. In that role, she was responsible for ESG thought leadership and product innovation.

Her past positions include Head of sustainability indices at S&P Dow Jones Indices, Head of the Corporate Relations function at MDM Bank in Russia, and Head of Corporate Governance Services at S&P Ratings.

She holds a PhD in Economics from the Institute of Economics, Russian Academy of Sciences, and MSc in Economics of Industry from the Moscow Institute of National Economy. Julia graduated from the INSEAD Executive Education Program; she holds a Fundamentals of Sustainability Accounting (FSA) credential from SASB (Sustainability Accounting Standards Board) and a Climate Change Financial Risks and Opportunities credential from Imperial College Business School.

Private Client

Marcus Hill

Investment Manager

+44 (0) 20 7038 7173

marcus.hill@sarasin.co.uk

Marcus is responsible for the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin & Partners, he spent four years at Barclays Private Bank, managing private clients.

Marcus graduated with a BA Hons in Business Management from Newcastle University. He holds the Private Client Investment Advice and Management (PCIAM), Investment Management Certificate (IMC), and has passed all three levels of the Chartered Financial Analyst (CFA) exams.

Private Client

Phoebe Woods

Investment Manager

+44 (0) 20 7038 7160

phoebe.woods@sarasin.co.uk

Phoebe assists with the management of UK and International portfolios. She joined Sarasin in 2021 after spending 2.5 years at Investec Wealth & Investment. Prior to this, Phoebe graduated with a Bachelor’s degree in Classics from the University of Bristol.

She holds the following qualifications: Chartered Wealth Management, CFA Certificate in ESG Investing, CFA Certificate in Climate and Investing, Investment Advice Diploma, and Level 4 Financial Planning and Advice.

Private Client

Alex Swan

Investment Manager

+44 20 7038 7120

alexander.swan@sarasin.co.uk

Alex joined Sarasin in January 2020. He assists with the management of UK private clients and the Model Portfolio Service. Prior to joining Sarasin Alex studied at the University of Leeds for both his undergraduate and postgraduate degrees.

Alex is currently a CFA Level 3 candidate and holds the IMC.

Private Client

Anastasia Jennings

Investment Manager

+44 (0) 20 7038 7187

anastasia.jennings@sarasin.co.uk

Anastasia joined Sarasin & Partners in June 2020. She assists with the management of UK, international and Target Return portfolios. Anastasia graduated with a First Class Honours degree in Philosophy from St Mary’s University, Twickenham.  She holds the Investment Management Certificate (IMC) and is currently studying for the Chartered Wealth Management exams.

Asset Management

Guy Eastman

Senior Adviser, Sarasin Bread Street

Guy is a Senior Adviser at Sarasin Bread Street, the specialist private markets business of Sarasin & Partners LLP formed in 2022.  Immediately prior to this Guy was at Bread Street Capital Partners, which he joined having previously held lead investing roles at Aberdeen Standard Investments (now abrdn), SVG Advisers, Hermes UOB and Greenoak Capital Management (the private equity arm of Granville plc, now Robert W Baird & Co).

Guy has over 30 years private equity investing experience and has an extensive and long-established network of manager and investor relationships. At SVG Advisers he was Chief Investment Officer and lead manager of the Schroder Private Equity Fund of Funds and SVG Diamond programmes, portfolios he continued to manage at Aberdeen. Guy has served on the Advisory Boards of leading private equity managers across buyout, growth and venture strategies. He is a Non-Executive Director of Schroder Private Equity Fund of Funds III and IV plc.

Guy has a BA in Business Administration from the Bristol Business School (now part of University of the West of England) and is a Chartered Accountant qualifying with Arthur Andersen in London.

Asset Management

Alexander Henderson

Head of Strategic Partnerships, Sarasin Bread Street

Alex is Head of Strategic Partnerships at Sarasin Bread Street, the specialist private markets business of Sarasin & Partners LLP formed in 2022.  Prior to this, he held senior leadership and distribution roles at Bread Street Capital Partners, Janus Henderson and Henderson Global Investors. He started his investment career with Cazenove & Co.

Alex has over 35 years asset management experience. He was instrumental in developing Henderson’s original Asian asset management business, opening the group’s offices in Singapore, Tokyo, HK and Taipei. He oversaw the fund management activities for Asia equities, private capital and direct property (c$53bn AUM). Most recently, Alex was MD, Global Financial Institutions at Janus Henderson in London, responsible for all business with global wealth management institutions across EMEA.

Alex has an outstanding track record of developing strategic distribution and product partnerships for wealth management, sovereign wealth funds and central banks. He is a Non-Executive GP Director of LimeTree Capital, a HK regulated private markets investment manager.

Alex attended the Royal Military Academy Sandhurst, and served in the British Army before starting his investment career.

Asset Management

James Witter

Partner, Head of Sarasin Bread Street

James is a Partner in Sarasin & Partners LLP and co-heads Sarasin Bread Street, a specialist private markets business formed in 2022.  Prior to this he co-founded Bread Street Capital Partners, held senior investment, product and capital markets roles at Aberdeen Standard Investments (now abrdn), SVG Advisors, Nomura and Merrill Lynch, and started his career at Dresdner Kleinwort in 1985.

James has a long track record of private market investing and has launched and managed investment funds for all types of institutional and professional investors. These include innovative private equity collateralised fund obligations and Aberdeen Private Equity Global FOF plc, an Irish Stock Exchange listed fund. At Aberdeen he was responsible for all European clients’ private markets portfolios, with then over £8bn of assets. He is a Non-Executive Director of Oxford Capital, an award-winning venture capital firm investing into early stage UK companies in the Digital and Artificial Intelligence sectors.

James attended St Catharine’s College, Cambridge University, and graduated with an MA in Natural Sciences. He has an MBA from London Business School.

Asset Management

Alex Barr

Partner, Head of Sarasin Bread Street

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.

Private Client

Harveer Mata

Senior Investment Manager

+44 (0)20 7038 7262

harveer.mata@sarasin.co.uk

Harveer assists with the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin in 2021, Harveer spent 10 years in the industry looking after Private Client and International portfolios; joining Rathbones in 2012 following their acquisition of Taylor Young Investment Management.

Harveer graduated with a BSc Hons in Economics from the University of York. He holds the Investment Advice Diploma (IAD), the Level 6 Private Client Investment Advice and Management certificate (PCIAM), and the Level 7 CISI Chartered Wealth Manager Qualification.

Charities

Helena Wakefield

Investment Manager

+44 (0) 20 7038 7310

Helena.Wakefield@sarasin.co.uk

Helena joined Sarasin and Partners LLP in October 2020. She started her career at Rathbones in 2018, following the completion of her BSc (Hons) degree in Economics and Management from the University of Bristol.

Helena is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the CISI Level 4 Investment Advice Diploma in 2019.

Institutions

Matt Pumo

Head of Institutional

Matt joined Sarasin & Partners in August 2020, with over 20 years experience.

Prior to joining Sarasin & Partners, Matt worked at Newton Investment Management where he was Head of UK Institutional Business Development. Previously Matt has worked at Neuberger Berman, Gartmore Investment Management and Liontrust Asset Management – all focusing on institutional business development.

Matt graduated from Boston College in the United States with a Bachelor of Arts (major in political science) and holds the Securities Institute Investment Administration Qualification (IAQ).

Charities

Katherine Hussein

Senior Investment Manager

+44 (0) 20 7038 7245

Katherine.hussein@sarasin.co.uk

Katherine joined Sarasin & Partners in March 2020. Prior to Sarasin, she worked at J.P. Morgan Asset Management in the Global Insurance Solutions team covering insurance companies in Europe and Asia. She has also worked at Société Générale Private Bank as an Investment Advisor and has completed internships at Goldman Sachs and NatWest. Katherine graduated from Queen Mary University of London with a degree in Economics and completed the Sustainable Finance course at the University of Cambridge.

Katherine sits on the Sarasin Diversity & Inclusion Steering Committee and the Diversity Project’s Steering Group.

Board, Private Client

Stephen Rothwell

Partner

+44 (0) 20 7038 7015

stephen.rothwell@sarasin.co.uk

Stephen has over 25 years’ finance industry experience, having held senior client facing and management roles in both asset management and banking.  He is a member of the Sarasin & Partners Executive Strategic Committee, a Non-Executive Director of Bank J Safra Sarasin Guernsey Branch, and is responsible for key strategic relationships, having joined the firm in 2019 as Head of Business Development for the Private Client division.

Stephen was previously Head of Private Merchant Banking at Edmond de Rothschild, Head of Private Wealth Management at Kleinwort Benson and Head of Business Development at Schroders Private Banking, having begun his investment career at Mercury Asset Management.  He is a Chartered Financial Analyst, and has an MA in Philosophy, Politics and Economics from the University of Oxford.

Asset Management

Niloofar Rafiei

Economist

Prior to joining Sarasin, Niloofar worked at the Australian High Commission (Treasury representative) covering the UK and the Eurozone economies, as well as G20 policies.

She also has several years of experience on the Chinese economy, both at Timetric (an emerging markets economic consultancy), and at the Australian Treasury in Canberra where she trained as an economist prior to moving to London.

Asset Management, Board

Jerry Thomas

CIO, Global Equities

Jerry has over 20 years' investment experience and is CIO of Global Equities. He joined Sarasin & Partners in 2016 from Allianz Global Investors where he spent 12 years as a UK, European and global equity fund manager. He co-managed the Brunner Investment Trust from 2010-2016. Prior to this he spent three years at Isis Asset Management (now BMO Global), five years at Schroders, and five years as a British Army Officer.

Asset Management

Adil Alaoui

Alternatives Analyst/Portfolio Manager

Adil is responsible for third-party fund research and has over 12 years financial industry experience.

Adil joined Sarasin & Partners in September 2018 from Quilter Cheviot where he was primarily in charge of covering Fixed Income, Alternatives and Sector third-party funds research.

Adil started his career at AXA Investment Managers in 2008 and gained experience amongst various teams including distribution, risk management, asset allocation and eventually became a generalist Analyst within the Multimanager team.

He has an Eq Bachelor degree in Economics from Universite Pierre Mendès France, France, a master in Management from ESCEM Business School, France as well as a Master in Science from the London Metropolitan University, United Kingdom. Adil is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).

Charities

Kamran Miah

Senior Investment Manager

+44 (0) 20 7038 7180

kamran.miah@sarasin.co.uk

Kamran manages portfolios on behalf of charities and not-for-profits. Prior to joining Sarasin & Partners in 2019, he worked for J.P. Morgan. He was first based in Geneva, where he supported the Head of Investments for Europe, Middle East, and Africa, and then moved to London to grow the investment funds platform.

Kamran graduated with an Economics degree from the London School of Economics. He also has the CFA ESG Investing Certificate and the CFA Diploma in Investment Management.

He mentors students and recent graduates through his work with upReach, Sponsors for Educational Opportunities, and the LSE Economics department.

Charities

Thomas Lindsey

Senior Associate Partner

+44 (0) 20 7038 7266

tom.lindsey@sarasin.co.uk

Prior to joining Sarasin & Partners in 2017, Thomas worked for Standard Life Investments managing multi-asset and absolute return portfolios for corporate pension schemes and institutions.

He graduated from the University of East Anglia in 2011 with a degree in English Literature & Philosophy. Thomas is a CFA Charterholder®, a holder of the Investment Management Certificate (IMC), the CISI Capital Markets Program and is a member of the UK CFA Society.

Thomas is a trustee of the Jeevika Trust, an Indian poverty relief charity seeking to implement smart technologies to address rural food scarcity & mitigate the impact of climate change.

Asset Management

Brook Harris

Global Equity Analyst

Brook joined Sarasin in 2017 as an Assistant in the Asset Management team. In 2019 he transitioned to join the Global Equity team as a Junior Analyst.

He graduated with a degree in Politics and Economics from University of Nottingham in 2017. Brook also holds the Investment Management Certificate (IMC) and has been a CFA® charterholder since 2023.

Asset Management

Colm Harney

UK Equity Analyst/Portfolio Manager

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.

Asset Management

Ben Elwes

Fund Manager, Head of UK Equities

Ben joined Sarasin & Partners in 2017. He started his career at Friends Provident as graduate trainee and after nearly 4 years moved to Henderson Global Investors where he was for over 14 years managing European (including UK) equities funds, rising to Director and Head of the Mainstream European team. Prior to joining Sarasin, Ben spent 9 years at GIC Private Ltd in a similar capacity.

Ben hold a BSc (Hons) degree in Economics and Politics from Bristol University, is Associate of the Society of Investment Professionals and a member of the CFA Institute.

Asset Management

Megan Brennan

Global Equity & Multi-Asset Portfolio Manager

Megan is co-portfolio manager on the Sarasin Tomorrow’s World Multi-Asset Fund. She is also deputy fund manager of the Sarasin Responsible Global Equity Fund, Sarasin Thematic Global Equity Fund and Sarasin IE Global Equity Opportunities Fund.

Prior to joining Sarasin, Megan spent 4 years at Coutts & Co working as an Assistant Fund Manager for the Coutts Multi Asset Funds.

Megan is a graduate of Trinity College Dublin with a degree in Business, Economics & Social Studies. Megan also holds the Private Client Investment Advice and Management certificate (PCIAM) as well as the Investment Advice Diploma (IAD) and is a CFA® charterholder.

Charities

Alexander True

Partner

+44 (0) 20 7038 7212

alexander.true@sarasin.co.uk

Alexander is responsible for the management of charity portfolios; a member of the Sarasin Climate Active Advisory Board and CAIF Advisory Committee, the Stewardship Steering Committee, and Ethical Committee.

Alexander has over 15 years' investment experience. He joined Sarasin & Partners LLP in 2014, from Newton Investment Management where he managed international private clients and trusts, as well as investment models.

He holds a Degree in Experimental Psychology from Bristol University, the Private Client Investment Advice and Management Diploma (PCIAM), and Investment Management Certificate (IMC). Alexander is a Member of the Chartered Institute for Securities and Investment.

Charities

Tania McLuckie

Partner

+44 (0) 20 7038 7115

tania.mcluckie@sarasin.co.uk

Prior to joining Sarasin & Partners in 2017, Tania spent two years at Conservation Capital working on the investment team and later became COO. Before this Tania spent eight years at Ruffer LLP where she was responsible for managing multi-asset, absolute return portfolios for charities, pensions, trusts, and private clients. She has over ten years of investment experience. Tania graduated with an MA (Hons) degree in Classics & Spanish from the University of Edinburgh. She holds the CISI Diploma and the Investment Management Certificate (IMC) and is a member of the UK's Chartered Institute for Securities and Investment.

Asset Management

Tom Kight

Global Equity Analyst

Tom is a global equity analyst and member of the Sarasin Food & Agriculture Opportunities Fund team. He joined Sarasin in 2019, initially managing multi-asset investment strategies for charities. He started his career at Investec where he managed private client portfolios and specialist European real estate equity mandates.

Tom is a CFA® charterholder, a Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI), and holds the Investment Advice Diploma (IAD). He graduated from the University of Warwick in 2014 with a degree in History.

Charities

John Handford

Head of Charity Marketing

John joined Sarasin & Partners in early 2011 after a career in the Army where he saw varied operational service. Much of his experience has been multinational in the climate of military, civilian and interagency cooperation. He managed his Regimental Charities and remains a trustee of The Parachute Regiment and Airborne Forces Charity. He has considerable experience in human resources, operational planning, risk management, event planning, instruction and training.

John reaches out and supports the charity sector through, events, editorials, training, sponsorship and CSR initiatives.

Institutions

Erik Mermet

Institutional Business Development Director

Erik is a Senior Associate Partner, covering Institutions and Consultants globally. He also oversees the firm’s broader institutional business development activities in South Africa.

Prior to joining Sarasin & Partners in 2018, he began his career in 2008 as an investment analyst at Deutsche Bank (Suisse) S.A in Geneva, Switzerland. Erik then spent 9 years at Banque Lombard Odier & Cie SA, starting in Geneva where he worked on developing the Nordic private client’s desk.

Erik holds a BSc (Hons) in International Management from the University of Manchester (formerly UMIST) and is a CFA® charterholder.

Intermediary Sales

Iestyn Richards-Rees

Senior Associate Partner - Wales & South West

Throughout his 11 years in the industry, Iestyn has held sales and distribution roles with brokerage, platform and asset management firms. Before joining Sarasin & Partners in 2018, Iestyn was Regional Sales Manager for Verbatim Asset Management, specialising in multi-asset and discretionary solutions.

Iestyn studied Law at Cardiff University before joining Standard Life Investments as a graduate trainee. He holds the Investment Management Certificate (IMC) and has passed Level 1 of the Chartered Financial Analyst (CFA) program.

Intermediary Sales

Zoe Cossins

Senior Associate Partner - South East

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.

Intermediary Sales

William Colville

Senior Associate Partner - London

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.

Intermediary Sales

Caroline Bond

Senior Distribution Support Manager

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.

Intermediary Sales

Philip Berry

Business Development Director - North

Phil has over 14 years of financial services experience working in both Life and Pensions and investment management. He joined Sarasin and Partners in 2019 from Seven Investment Management to look after our financial adviser relationships in the North of England.

Phil graduated from Liverpool John Moores University with a BA (Hons) Business Studies. He holds certificates in Life and Pensions and financial planning.

Intermediary Sales

Christopher Cade

Head of UK Sales

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.

Private Client

Andrew Taylor

Senior Investment Manager, Associate Partner

Andrew joined in June 2018. He assists with the management of UK portfolios for a variety of private clients and charities. Prior to joining Sarasin & Partners, Andrew spent 7 years working in the financial services industry.

Andrew has a CISI Level 7 Diploma in Wealth Management, an Investment Management Certificate, Certificate in Discretionary Investment Management, a Certificate in Securities Advice and Dealing and a Diploma in Regulated Financial Planning.

Private Client

Sophie Spencer (née Jewson)

Senior Associate Partner

Sophie's primary responsibility is to manage and develop relationships with potential clients, as well as a range of intermediaries who represent HNW and UHNW individuals with a requirement for discretionary investment management services. Prior to joining Sarasin & Partners in January 2012, Sophie spent 4 years with a Corporate Finance boutique in Mayfair.

Sophie holds the Investment Management Certificate (IMC) and the Private Client Investment Advice and Management certificate (PCIAM).

Private Client

Henry Merrick

Investment Manager

+44 (0) 20 7038 7112

henry.merrick@sarasin.co.uk

Henry assists in the running of various private client & charity portfolios and with Sarasin & Partners’ AIM inheritance tax-sheltered portfolio service.

Henry joined Sarasin & Partners as a graduate in 2019, having achieved First Class honours in Economics at Loughborough University. He achieved his CISI Level 7 Chartered Wealth Manager Qualification in 2021 and also holds the Investment Management Certificate (IMC).

Emma Meijles

Client Affairs Business Manager

Emma is responsible for the coordination of projects across Client Affairs, as well as acting as first line of defence and implementing strategy.

She previously spent three years working at C Hoare & Co as a Portfolio Manager’s Assistant on the Offshore Team, before moving to JM Finn as a Business Analyst.

Emma holds the Investment Management Certificate (IMC) and PRINCE 2 qualifications.

Private Client

James Kelway-Bamber

Senior Investment Manager

James is responsible for the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin in 2017, James spent 18 months working for Bank Leumi as an Assistant Relationship Manager on the Investment Advisory Desk.

James graduated with a BA Hons in Russian from the University of Bristol. He holds the Investment Advice Diploma, and the Level 6 Private Client Investment Advice and Management certificate (PCIAM). James has also obtained the Level 7 CISI Chartered Wealth Manager Qualification.

Private Client

Allanah Hill

Senior Investment Manager

Allanah is responsible for the management of UK and international private client portfolios. Allanah joined Sarasin in 2018 after having graduated with an MSc in Investment and Wealth Management from Imperial College Business School and previously a BSc in Chemistry from The University of Bristol.

Allanah holds the IMC (Investment Management Certificate) PCIAM (Private Client Investment Advice and Management certificate) and has passed all 3 levels of the Chartered Financial Analyst (CFA) exams

Private Client

Ben Gilbert

Senior Associate Partner

Ben is primarily 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. He 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.

Private Client

Duncan Gordon

Senior Associate Partner

Duncan has 23 years of investment experience and is responsible for the management of a wide range of UK domestic private client and charity portfolios. Duncan joined Sarasin & Partners in 2012 from GAM London Ltd where he worked as a portfolio director for 10 years. Duncan started his career in 2000 at Dresdner RCM Global Investors.

Duncan attended Newcastle University and has a BSc Hons. degree in Agricultural Economics. He is also PCIAM (the Private Client Investment Advice and Management Certificate), Investment Management Certificate (IMC) and Securities and Futures Authority (SFA) qualified.

Private Client

Graeme Bruce

Partner

+44 (0) 20 7038 7330

graeme.bruce@sarasin.co.uk

Graeme has investment responsibilities for both international and domestic client portfolios at Sarasin.

Prior to joining Sarasin & Partners in 2013, Graeme was with Brown Shipley Private Banking, where he managed private client, charity and institutional portfolios.

Graeme completed his MBA at Cass Business School, which he holds alongside the Chartered Institute for Securities & Investment (CISI) Diploma and a BA Honours degree from the University of Sheffield. Graeme is a Chartered Fellow of the CISI.

Private Client

Nick Wood

Partner - Sarasin & Partners, Director - Sarasin Asset Management

+44 (0) 20 7038 7086

nick.wood@sarasin.co.uk

Nick is responsible for the management of UK and international private client portfolios, on behalf of both Sarasin & Partners, as well as Sarasin Asset Management, a subsidiary of Sarasin & Partners, which solely manages portfolios for US investors.

Nick has a BA Hons. degree in Languages for Business (German) from Oxford Brookes University.

Private Client

James Fishbourne

Partner

+44 (0) 20 7038 7081

james.fishbourne@sarasin.co.uk

James manages a variety of relationships, including private clients, charities and pensions. James joined Sarasin & Partners in 2004, having previously spent five years as an investment manager at HSBC.

James has a BA in Geography from Newcastle University. He is a member of the Securities Institute and holds the Private Client Investment, Advice and Management qualification (PCIAM with merit) from the Securities Institute.

Asset Management

Ben Human

Quantitative Analyst

Ben joined Sarasin & Partners in 2016 and has four years of experience as a quantitative analyst.

Before joining Sarasin, Ben worked for the investment team at Prospect Wealth Management, a part of Raymond James.

Ben holds a degree in mechanical engineering from the University of Durham.

Asset Management

Henning Meyer

Analyst/ Portfolio Manager

Henning Meyer joined Sarasin & Partners in 2014 as an investment manager within the private client department, moving to the asset management team in 2017. Before joining Sarasin, Henning worked at Kleinwort Benson Private Bank as a business analyst.

Henning is a CFA® charterholder.

Asset Management

Tom Kynge

Analyst/Deputy Fund Manager

Tom is a Deputy Fund Manager on the JSS Sustainable Multi-Asset funds.

Prior to joining Sarasin & Partners Tom worked at Vanguard Asset Management in the Investment Strategy Group for 1 year as part of his degree course. Following graduation, he worked for Engelhart Commodity Trading Partners as a Risk Analyst and at Oxford University Press as a Commercial Finance Analyst.

Tom graduated from the University of Bath with a BSc in Economics.

Asset Management

Raymond Lahaut

Analyst / Portfolio Manager

Raymond is responsible for the management of the Listed Global Real Estate Funds and mandates. He has over 18 years of investment experience and joined Sarasin & Partners in 2018.

Asset Management

Artemis Vrahimis

Financial Credit Analyst

Artemis is a credit analyst in the fixed income team responsible for Financials.

Prior to joining Sarasin & Partners in September 2017, Artemis spent 3.5 years at the Bank of England where she used to be a credit analyst covering major UK banks (initially at the PRA and subsequently at the Financial Stability Division).

Before the Bank of England, she spent nearly 5 years at Moody’s Investors Service as a credit analyst in the financials institutions team responsible for banks and non-bank financials in Emerging Markets and the UK.

Asset Management

Mark van Moorsel

Fixed Income Fund Manager

Mark has 11 years experience as a dedicated credit research analyst.  And over 17 years experience working in fixed income asset management.

Prior to joining Sarasin in 2013, he worked for M&G Investments and Albany Capital Consulting.

Mark has a Bachelor of Management Degree – Double Major – International Management/Finance, from University of Lethbridge, Alberta, Canada. He also holds the Investment Management Certificate (IMC).

Asset Management

Jeneiv Shah

Analyst/Portfolio Manager

Jeneiv is Co-Portfolio Manager for Sarasin & Partners Food and Agriculture Opportunities. He is also an equity analyst covering Global Food and Agriculture.

Jeneiv joined Sarasin and Partners in 2017. Prior to this, he worked at T Rowe Price as an international equity analyst for seven years. Jeneiv began his investment career in 2008 at Mirae Asset Global Investment as an emerging market analyst.

Jeneiv has a BSc Hons Mathematics from University of Warwick and is a Chartered Financial Analyst (CFA).

Asset Management

Josh Sambrook-Smith

Equity Analyst

Josh is a sector analyst covering Technology, media and telecoms on a global basis.

Prior to joining Sarasin & Partners, Josh worked at Putnam Investments as an Equity Analyst covering pan-European financials, telecoms, tech and utilities companies. Prior to Putnam, he worked for a small Private Equity firm focusing on researching and analysing potential investments into software companies. He also worked at BNY Mellon Asset Management in a middle office role.

Josh has a degree in Economics from Birmingham University and CFA Level 1.

Asset Management

Neil Denman

Global Equity Analyst/Portfolio Manager

Neil is a portfolio manager for the global equity income strategies. Within the global equity team he co manages Sarasin’s Institutional mandates and retail funds.

Neil joined Sarasin & Partners in December 2017 from Polar Capital where he was Global Income Fund Manager. Previous to this Neil was Global Emerging Market Income & Growth Fund Manager.

He also held positions with AXA Framlington, Hexam Capital Partners, Baring Asset Management and Framlington Investment Management.

Neil started his career in 2001 after completing his degree at the University of Leeds.

Asset Management, Board

Alex Cobbold

Partner, Head of Equity Research

Alex is responsible for screening and researching stock ideas from the Global Energy and Industrials Universe and providing insight into macro events and themes which will influence the sectors.

Alex joined Sarasin & Partners in January 2017. Prior to joining Sarasin, Alex was employed at the Government of Singapore Investment Corporation (GIC) for 16 years as a global industrials and energy equity and commodity analyst and portfolio manager.

Before joining the GIC he was an analyst at Dresdner Kleinwort Wasserstein for five years. He covered the EU building and materials sector. Alex‘s career started in the city after graduating at National Provident Institution (NPI) as a UK fund manager.

Board

Daniel Belfer

Chairman

Daniel Belfer has been CEO of Bank J. Safra Sarasin Ltd since November 2019 and chairs the Group Executive Board. He is also Chairman of Sarasin & Partners LLP and of bank zweiplus ltd. Prior to that, he had been responsible for the Trading, Treasury and Asset Management Division since 2013. Daniel Belfer has held leadership roles within the J. Safra Group for 20 years. In 2010, he moved to Geneva, Switzerland, where he joined Banque J. Safra (Suisse) SA from Bank J. Safra Sarasin (Bahamas) Ltd, where had been CEO and a member of the Board of Directors since 2008. He became Head of Trading at Safra National Bank of New York in 2004, having held responsibility for Fixed Income Trading and Structured Products since 2000, when he joined Safra National Bank of New York. Daniel Belfer began his professional career in 1997 at BancBoston Robertson Stephens Inc. in Boston, USA; in the Emerging Markets Sales, Trading & Research department.

Born in 1975, Daniel Belfer is a Brazilian citizen and lives in Geneva, Switzerland. He holds a Bachelor of Science in Business Administration from Boston University and is a CFA® charterholder.

Board

Oliver Cartade

Non-Executive Director

Oliver Cartade has been Head of the Asset Management & Institutional Clients division of Bank J. Safra Sarasin Ltd since March 2020 and a member of the Group Executive Board since November 2019. Prior to that he was Head of the Trading, Treasury and Asset Management division of Bank J. Safra Sarasin Ltd since November 2019. Oliver Cartade has held leadership roles within the J. Safra Group for over 15 years. In 2009 he created and became the Managing Director of J. Safra Sarasin Asset Management (Europe) Ltd while also holding responsibility as General Manager of the London Branch of Bank J. Safra Sarasin (Gibraltar) Ltd which he opened in 2007 when he moved to London. He joined Safra National bank of New York in 2003 where he was responsible for performing research on and investing in hedge funds. Prior to joining the J. Safra Group, he worked for Kaufman Bros. LP, a boutique investment bank in New York, where he focused on M&A and private equity transactions across various industries. In 2000, Oliver Cartade joined PIPE9 Corporation, an internet start-up focused on B2B ecommerce, as a VP of Business Development.
Oliver began his professional career in 1998 at Prudential Securities in New York in the Investment Banking division focused on the technology sector.

Born in 1976; Oliver Cartade is a UK citizen. He graduated cum laude from The Wharton School at The University of Pennsylvania with a Bachelor of Science in Economics and received an MBA from INSEAD, Fontainebleau, France. He is also a CFA® charterholder.

Board

Gary Steinberg

Independent Non-Executive Director

Board, Charities

Oliver Bates

Partner

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).

Board, Private Client

Jamie Black

Partner, Head of Private Clients

Jamie is the Head of our Private Client Department with overall responsibility for the management of the team and its development, alongside holding account director responsibilities for a wide range of client mandates. 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 & Partners in 1996.

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.

Board, Private Client

Edward Campbell-Johnston

Partner, Head of AIM Portfolio Service

Edward is responsible for the management of private client portfolios. Edward also co-manages Sarasin & Partners' AIM inheritance tax-sheltered portfolio service. He is also co-author of Sarasin & Partners' Compendium of Investment. Edward joined Sarasin & Partners in 1996 having spent three years at Capel-Cure Myers.

Edward has a MA Hons degree in Management and International Relations from the University of St Andrews and is a Chartered Fellow of the Chartered Institute of Securities & Investments (CISI).

He is a trustee of the British Humane Association, a governor of Oundle School and the City & Guilds of London Art School and a warden of the Grocers Company.

Asset Management, Board

Phil Collins

CIO, Multi-Asset

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.

Board, Charities

Ruadhri Duncan

Partner

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

Board, Private Client

Randal Dunluce

Partner

Randal has over 30 years of investment experience and joined Sarasin & Partners in 1998 where he manages some of the firm's largest private client and charity portfolios.

Prior to Sarasin & Partners, Randal was at NCL Investments Limited. He graduated from Worcester College, Oxford in 1989 with an MA Hons in Modern History. He is also PCIAM (the Private Client Investment Advice and Management Certificate) and Investment Management Certificate (IMC) qualified.

Randal is Chairman of the London Partners.

Board, Private Client

Mark Fairbanks Smith

Partner, Head of Private Client Investments and Fund Strategist

+44 (0) 20 7038 7122

mark.fairbanks@sarasin.co.uk

Mark has over 30 years of investment experience and is responsible for managing UK and international private clients, multi-generational wealth, and charities. He managed the Sarasin Global Equity Real Return for 8 years and is now the Fund Strategist.

Prior to Sarasin & Partners as a partner in 2007, Mark spent 10 years at Barings, 5 years at Credit Suisse, acting as Chairman of the Asset Allocation Committee, and initially 6 years at Cazenove.

Mark is a Chartered Fellow of the CISI. He holds an MBA Hons degree in Finance & Investment from Cape Town University and a BA Hons degree in Russian from Exeter University.

Board, Private Client

Lucinda Harris

Partner

Lucinda has been managing private client, private pensions, and charity portfolios for over 35 years. Prior to joining Sarasin & Partners in 2004, Lucinda spent 18 years with HSBC Investment Management, formerly James Capel & Co, where she was a senior director on the management team. Lucinda started in the city with Quilter Goodison, having spent two years training as a Land Agent, specialising in Agricultural Investment.

Lucinda is a graduate of Edinburgh University with a degree in Agriculture.

Asset Management, Board

Alex Hunter

Partner, Global Equity Analyst

Alex has been with Sarasin & Partners since 2007, working primarily with the Global Equity franchise and is global equity portfolio manager for the Equity Opportunities fund. Prior to joining Sarasin in 2007, Alex spent four years at US hedge fund Arnhold and S. Bleichroeder working with global long only and alternative equity strategies, based in both New York and London.

From 1996 to 2003 Alex worked at Morgan Stanley as a sell-side equity analyst covering the capital goods sector and subsequently the aerospace sector. Whilst at Morgan Stanley, Alex qualified as a Chartered Financial Analyst (CFA, 1999) and from 1999 to 2003 was consistently ranked, with his team, in the top three by surveys such as the Institutional Investor Magazine - being top ranked both in Europe (2002) and globally (2000).

Alex is a Fellow of the Institute of Chartered Accountants in England and Wales, holds a BA in Economics and Statistics from the University of Exeter and has taken courses at the London Business School and Harvard Medical School.

Board, Charities

James Hutton

Partner

James is responsible for the management of portfolios on behalf of charities and UK and institutions. He is also a member of our Investment Policy Committee, co-author of the Sarasin Compendium of Investment, and co-chairs our D&I Steering Committee.

Prior to joining Sarasin & Partners in October 2012, he spent seven years at GAM London Limited where he was a Portfolio Director.

James has a degree in Business Management from the University of Newcastle and is a qualified Chartered Alternative Investment Analyst. He also holds the Investment Management Certificate (IMC) and has passed CFA level 1.

Board, Private Client

Sam Jeffries

Partner

Sam has 28 years of investment experience and is responsible for the management of portfolios for domestic and international private clients.  Sam joined Sarasin & Partners in 2007 from Baring Asset Management, where he managed international private client portfolios. Sam's career in the city started in 1994 at Brewin Dolphin Securities Ltd.

Sam holds a BSc Hons degree in Mathematics and Statistics from the University of Sussex, and is a Fellow of the Chartered Institute of Securities & Investment.

Asset Management, Board

Guy Monson

Senior Partner and Chief Market Strategist

Guy Monson, Chief Market Strategist and Senior Partner of Sarasin & Partners LLP, has over 35 years of investment experience having joined the company in 1984. In 1988, he became manager of Sarasin’s flagship GlobalSar (now Multi Asset) family of balanced investment funds, winning awards for investment performance and risk profile. He has pioneered the use of thematic investment in the management of global equity portfolios and today leads the firm’s global investment and markets strategy for a wide range of charitable, endowment and private clients.

Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. He is also a member of the London School of Economics IDEAS Advisory Board and a Foundation Fellow of Lady Margaret Hall, Oxford University.

Board, Charities, Executive Committee

Melanie Roberts

Head of Charities

Melanie joined Sarasin & Partners in 2011 and was appointed Head of Charities in January 2023. She has over 25 years’ investment experience and is responsible for the management of charity and private client portfolios. Melanie speaks regularly at Sarasin seminars and was the Editor of Sarasin’s quarterly publication, the House Report, for ten years.

Prior to joining Sarasin & Partners, Melanie spent 16 years at Newton Investment Management. She qualified with a degree in Modern Languages from Durham University and is an Associate of the Chartered Institute for Securities and Investment. Melanie is also a Non-Executive Director of the BlackRock Sustainable American Income Trust.

Board, Private Client

Tom Vernon

Partner

Tom is responsible for the management of portfolios for a variety of UK and international private clients and charities, including a number of the firm's larger client portfolios. Tom is a member of the firm’s Investment Strategy Group.

Tom has a BSc in Economics and Finance from the University of Bristol. He holds the Investment Management Certificate (IMC) and Private Client Advice and Management (PCIAM) from the Securities Institute.

Board, Executive Committee

Guy Matthews

Managing Partner

Guy was appointed as Managing Partner in June 2016, having previously been Chief Operating Officer since 2010 and prior to that Chief Financial Officer of the Sarasin (UK) Group from 2002 until 2010. He is also the Chief Executive Officer of our investment fund company, Sarasin Investment Funds Limited, and non-executive director to our offshore fund company, Sarasin Funds Management (Ireland) Limited. He is also Chairman on the Executive Committee and a member of the Product Strategy Group.

He started his career at Smith and Williamson where he qualified as a Chartered Accountant in 1990.  He spent a year at the Investment Management Regulatory Organisation (IMRO) on secondment and joined Sarasin & Partners in 1994 where he had responsibility for the financial accounts, compliance, corporate strategy and fund administration.

Guy is a Chartered Accountant, and was also formerly the Chairman of the FSA’s Smaller Businesses Practitioner Panel and a member of the FSA’s Practitioner Panel.

Board, Charities, Executive Committee

Richard Maitland

Senior Partner

Richard joined Sarasin & Partners in 1992. He is a Senior Partner and a member of the Executive Committee, focussing on strategic investment, client management and new business initiatives. He was Head of Charities between 2003 and 2023.

Specialising in managing multi-asset portfolios, he was responsible for growing our CAIFs from under £50m to over £3bn. Richard wrote and edited the Compendium of Investment over the past 20 years and has lectured at The Judge (Cambridge), the University of Vienna, and the University of Stellenbosch. He developed our Trustee Training initiatives and is the Chairman of the St Paul’s Cathedral Investments Committee.

Board, Executive Committee

Hadley Simons

Partner, Client Affairs

Hadley is the COO for Client Affairs and is responsible for general management and overseeing the sales and distribution platform across the private clients, charities, retail and institutional teams.

Prior to joining Sarasin & Partners, Hadley was the Division COO for Wealth Management at C Hoare & Co. In 2017, he executed the sale of the division to Cazenove Capital. Before this, he worked at Barclays from 2009, where he was the Head of Change for the UK Private Bank, and led a number of transformative programmes. He has also worked at UBS where, amongst other roles, he ran their European securities financing operation.

Hadley graduated with a BA Econ (Hons) from the University of Reading, and is an Associate of the Chartered Institute for Securities & Investment (CISI). He currently sits on the Investment Association’s DFM, Private Client and Wealth Management Committee.

Asset Management, Board, Executive Committee

Subitha Subramaniam

Partner, Chief Economist and Head of Asset Management

Subitha is responsible for analysing the macroeconomic backdrop that underpins investment strategy.

Prior to joining Sarasin & Partners, Subitha worked at UBS in Zurich, Switzerland, as a Senior Economist for Asia in Global Markets Research and then as a Macroeconomist for Asia in Sovereign Research. She was a project Director at the Center for Institutional Reform and the Informal Sector, Washington DC, USA. She also worked as a research assistant at the World Bank’s Middle East Department.

Subitha holds a BA in Economics from Dartmouth College, Hanover NH, USA and an MA and Ph.D. in Economics from Duke University, Durham NC, USA.

Board, Executive Committee

Tim Temple

Partner, Chief Operating Officer

Tim joined Sarasin from the Bank of New York (now BNY Mellon) in 2005 as the Valuations Manager. He became Head of Operations in 2009 and then Chief Operating Officer in 2016.

Tim is primarily responsible for ensuring that the operational and IT components of the firm support efficient and effective processes within a strong control environment. Tim entered the Financial Services industry with a position at WM Company in Edinburgh, before moving into a client servicing role at Deutsche Asset Management in London.

Tim holds a BA from Macquarie University, Sydney, and an Executive MBA from the Cass Business School, University of London.

Asset Management, Board

Natasha Landell-Mills

Partner, Head of Stewardship

Natasha is currently a Partner and Head of Stewardship at the asset manager Sarasin & Partners LLP, where she steers the firm’s stewardship work, ensuring effective engagement, voting and public policy outreach in order to promote the creation of sustainable value. Since 2017, she has spearheaded Sarasin’s flagship Climate Active strategy.

Natasha has been a vocal advocate for reform of the accounting and audit system to promote long-term stewardship as well as action by company boards to confront climate change. Natasha is a member of the Committee of the International Corporate Governance Network, as well as the Consultative Advisory Group for the International Audit and Assurance Standards Board. Natasha sits on the Investment Committee for the Cambridge Assistants Contributory Pension Scheme and is a non-executive director at Carbon Tracker, a leading think-tank on investment and climate change.

Natasha has a background in development economics and responsible investment. Prior to joining Sarasin & Partners, she spent six years as the Senior Analyst leading ESG integration and several areas of policy work at the Universities Superannuation Scheme’s Investment Management arm; and four years in Budapest working with OTP Fund Management and the European Bank for Reconstruction and Development. Before moving into finance, Natasha spent a number of years working on sustainable development issues in Asia, Africa and Latin America. Natasha started her career as an Overseas Development Institute Fellow, working as the Chief Economist in the Guyana Forestry Commission.

Natasha has Masters in Economics from Cambridge University, an MSc in Natural Resource Economics from University College London, and is a CFA® charterholder.

Natasha oversees the firm's stewardship activities. Specific areas of work include steering the integration of environmental, social and governance (ESG) matters into the investment process, managing voting and engagement, and leading outreach on several policy and market-related matters.

Asset Management

Kwai San Wong

Equity Analyst

Kwai San is responsible for equity research and ESG research in the technology, media and telecoms sector on a global basis.

Prior to joining Sarasin & Partners in March 2016, he spent five years as an analyst in the Governance and Sustainable Investment team at BMO Global Asset Management EMEA, covering ESG integration, proxy voting and company engagements across a number of markets in the UK and Asia. Before coming to the UK, he worked for HSBC and AECOM in Hong Kong in the areas of information technology and management accounting.

Kwai San has an MBA from the University of Durham, an LLB from the University of London International Programme, and a BEng in Information Engineering from the Chinese University of Hong Kong. He is also a CFA® charterholder.

Kwai San is responsible for equity research and ESG research in the technology, media and telecoms sector on a global basis.

Asset Management

Ben McEwen

Climate Active Analyst

Ben is responsible for leading analysis on climate change opportunities, as well as developing climate derived stress-tests and applying these to portfolio investments.

Prior to joining Sarasin & Partners in 2018, Ben worked for RBC and CIBC as a sell-side Equity Research Analyst covering global natural resources. He has also worked in audit and assurance for PwC in London, and as a commodities economist in Sydney, Australia.

Ben is a Chartered Accountant with the Institute of Chartered Accountants of England and Wales, holds a Certificate in Investments (Securities) from CISI, a Certificate in Economics of Competing Energy Technologies from Stanford University and graduated the Global MBA at Imperial College London with Distinction.

Ben is responsible for developing climate derived stress-tests and applying these to portfolio investments.

Asset Management

Therese Kieve

Senior Stewardship Analyst

Therese is responsible for undertaking rigorous analysis on the financial implications of ESG factors for specific stocks as well as on a sector/industry basis. She also supports and leads company engagements and voting.

Prior to joining Sarasin & Partners in 2019, Therese worked as a senior research analyst at Institutional Shareholder Services Inc (ISS), a provider of governance and responsible investment solutions to the financial community. Prior to ISS, she worked at ShareAction, a UK organisation that promotes responsible investment.

Therese has an MSc in Corporate Governance and Business Ethics from University of London, and a BMath in Actuarial Science from the University of Waterloo, Canada. She is also a Fellow of the Institute and Faculty of Actuaries (IFoA).

Therese is responsible for undertaking rigorous analysis on the financial implications of ESG factors for specific stocks as well as on a sector/industry basis. She also supports and leads company engagements and voting.

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.

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 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 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.

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What type of investor are you?

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.

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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.

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.

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 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 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 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

This website and the information contained within is for UK residents only and not for distribution outside the UK. If you are not a UK 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.

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 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 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

This website and the information contained within is for UK resident charities only and not for distribution outside the UK. If you are not a UK resident charity, 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 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 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 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

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

professional investors;

our product distributor partners; or

regulated professional intermediaries.

It is not for distribution outside the UK 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 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 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 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

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

professional investors;

our product distributor partners; or

regulated professional intermediaries.

It is not for distribution outside the UK 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 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 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 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 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 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.

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