Model Portfolios What's next for 2023?

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.

Henrietta is the Deputy Manager for the Model Portfolios and also has responsibilities supporting our Multi-Asset Target Return Franchise.

Before joining Sarasin & Partners in 2019, Henrietta spent 7 years at M&G Investments as Investment Director. Prior to this, she spent 6 years at JPMorgan Private Bank as Executive Director, International Head of Manager Selection.

Henrietta began her career in 1993 at Cazenove & Co, before joining Credit Suisse Private Bank as a Global Equity Model Manager. She then joined Brown Shipley where she was an Investment Manager with responsibility for private client, pension and charity portfolios, as well as fund selection for the team.

Henrietta is a fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate (IMC).