Meet Our team

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).

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®.

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.

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.

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.

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.

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 and recently passed the Certificate in ESG Investing from the CFA Institute.

Charlotte is a Senior Investment Manager in Sarasin’s Charities team. Alongside her work in the Charity business, Charlotte supports business development efforts in the Institutional team, covering institutions and investment 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, holds the Investment Management Certificate (‘IMC’) and is a CFA® charterholder.

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).

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.

Claire co-chairs the WBCSD Global Imperatives Advisory Board and is a Board Director for Scottish Power and Climate Impact X, a Singapore-based global carbon exchange. She is also a Senior Global Advisor for Mckinsey and Company, an advisor to the international investment firm Hambro Perks and an Advisory Board Member for Protium Green Solutions Ltd.

Prior to this, Claire had a career in politics where she served as Transport Minister and then Minister of State for Energy and Clean Growth in the UK Cabinet. She also successfully led the UK’s winning bid to host COP26 and was appointed COP26 President-Designate until she left politics in 2020 to head the Climate and Energy team at the World Business Council for Sustainable Development (WBCSD), the world’s leading corporate sustainability organisation.

Working alongside senior portfolio managers and the research team, focusing on the management of discretionary Sarasin flagship funds and the institutional segregated multi-asset portfolios. Management and implementation of derivatives overlay and currency hedging strategies for the multi-asset portfolios.

Prior to joining Sarasin & Partners in 2019, Yiannis worked at Prudential Plc.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

Cameron Hepburn is Director of the Smith School of Enterprise and the Environment. He is also Professor of Environmental Economics at the Smith School and at the Institute for New Economic.

Thinking at the Oxford Martin School. He is a Professorial Research Fellow of The Grantham Research Institute at the London School of Economics and a Fellow at New College, Oxford. He is an expert in environmental, resource and energy economics and is involved in policy formation, including as a member of the DECC Secretary of State’s Economics Advisory Group. Cameron has advised governments (such as China, India, UK and Australia) and international institutions (e.g. OECD, UN organisations) on energy, resources and environmental policy.

Sir John is Senior Advisor to the Oxford Martin School and Professor of Natural Resource Management at Oxford University, from 2008 until 2013 he was the Government Chief Scientific Adviser (GCSA) reporting directly to the Prime Minister. As GCSA, he was responsible for increasing scientific capacity across Whitehall. During his time as GCSA he set up the Scientific Advisory Group in Emergencies (SAGE) that reported to the COBRA committee. He is a Non-Executive Director of the Met Office, chairs the Cabot Institute External Board at Bristol University, the Global Academies Panel at Edinburgh University and the Systemic Risk Institute at the LSE.

Heidi is the Chairman of the Advisory Panel and Group Head of Strategy & Environment for Centrica, where she has been a member of the board for Centrica Innovations, the group’s corporate venture arm, and SNRG, a PropTech company backed by Centrica. She was previously Head of Strategy at BG Group and held various strategy roles at Royal Dutch Shell. Heidi has over 25 years’ experience working in the oil and gas and power sectors, having started her career at Exxon in 1991. She has an MBA in Finance and Multinational Management from The Wharton School, University of Pennsylvania and a BS in Petroleum Engineering from Stanford University.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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, the 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.

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.

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.

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.

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.

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.

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.

 

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.

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.

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.

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.

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 holds the CISI Level 7 Chartered Wealth Management Certificate, Investment Management Certificate, Certificate in Discretionary Investment Management, Certificate in Securities Advice and Dealing and the Diploma in Regulated Financial Planning. Andrew is also a Chartered Fellow of the CISI.

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).

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Prior to joining Sarasin & Partners in September 2017, Artemis spent three 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 five 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.

Mark has 11 years of experience as a dedicated credit research analyst and over 17 years of 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).

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).

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.

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.

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.

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.

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.

With over 40 years in the investment management industry, Gary has held CIO and CEO positions at some of the largest international organizations in the private, not-for-profit, and official sectors, including BP, Wellcome Trust and the International Monetary Fund in Washington DC. His experience covers the oversight of long-term capital pools such as pension funds and endowments, as well as shorter term liquidity pools and reserve assets.

During his 6-year tenure at the IMF, Gary led the process which saw the creation of a $6bn in-house, multi-asset endowment funded by gold sales, as part of the Fund's "New Income Model". This complex assignment led to a transformational change in how the IMF finances itself, and required the establishment of completely new investment, governance, and operational frameworks within the Fund. Armed with these new investment powers, Gary also oversaw a strategic review of the Fund's own internal reserve assets which was approved by the Board in 2015.

Since retiring from the IMF, Gary is involved with non-executive roles at Sarasin & Partners, as well as being a Trustee of the John Ellerman Foundation, a UK not-for-profit, supporting the arts, environment and social action. He also serves on investment committees at the Nuffield Foundation and Gresham House PLC, and is Chairman of a small biotechnology company, Cambridge Science, in the USA.

Oliver joined Sarasin & Partners in September 2008 having previously spent his 20-year fund management career at HSBC (formerly James Capel & Co) where he was Head of Charities. In addition to managing charity portfolios, he sits on the Corporate Responsibility Committee. Oliver is a Trustee for the Hume Castle Preservation Trust, having previously been a trustee of I CAN, a specialist speech and language charity for children with communication difficulties, as well as the Prostate Cancer Research Centre. He is an Associate of the Securities Institute and is on the Board of the Charity Investors’ Group (CIG).

Jamie 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 an 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.

Edward has over 30 years of investment management experience, of which 28 have been spent with Sarasin. As well as being responsible for the management of multiple private client, trust and charity portfolios, he heads Sarasin & Partners' AIM inheritance tax-sheltered portfolio service. He started his career as a graduate trainee at Capel-Cure Myers in 1993, before joining Sarasin in 1996.

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 chair of the British Humane Association, a governor of both Oundle School and the City & Guilds of London Art School and a warden of the Grocers’ Company.

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

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

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

Ruadhri 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

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.

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.

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.

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.

James is responsible for the management of portfolios on behalf of charities and UK 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.

Sam has 29 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 “Chartered” Fellow of the Institute of Securities & Investment.

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.

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.

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.

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 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.

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.

Hadley is the Chief Client Officer 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.

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.

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 Bayes Business School.

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.

 

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.

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.

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).