Meet Our team

Sian leads on social value chain for the stewardship team including - company engagement, collaborative initiatives, policy engagement, and thought leadership work.

Prior to joining Sian worked at the FAIRR Initiative as a Senior ESG Analyst where she was the social risk lead, managing collaborative investor engagement focused on labour risk in the meatpacking sector with over 90 members.

Sian holds the Investment Management Certificate (IMC) as well as an MA (with distinction) in Human Rights from University College London and a BA (Hons) in English and Comparative Literary Studies from the University of Warwick.

Luke joined the firm in July 2024 and assists the Stewardship team with voting, reporting and data analysis. He has experience in financial services from a professional placement year during his time at university. Luke graduated the University of the West of England with a BA Hons in Business Management.

George is an Equity Analyst primarily responsible for equity research. He joined at Sarasin & Partners in 2020 as an ESG Analyst, where he worked in the Global Equities team incorporating ESG-related issues into the research process. George began his career in 2018 at AXA Investment Managers in London where he worked on impact investing strategies.

George is a CFA® Charterholder and holds an MA in Globalisation and Development Studies from Maastricht University and a BA (First Class) in English from The University of Birmingham.

Michael is a Multi-Asset Portfolio Manager, having joined Sarasin & Partners after nine years at Barings.

At Barings he was a managing director and multi-asset portfolio manager, managing a range of across various client types and risk profiles, in addition to chairing the group’s asset allocation committee. Prior to Barings, Jervis held an investment position at LCP, and a research role at the Bank of England.

Tom is a Senior Portfolio Manager for Global Equities. He joined Sarasin from Nomura Asset Management, where he was Head of Equity Investment.

Over a 16-year career at Nomura as an analyst and a portfolio manager he developed wide knowledge of companies and industries, as well as expertise in managing high-conviction global equity portfolios focused on higher-quality companies. Prior to Nomura he spent time at Deloitte Consulting, Energis and PA Consulting Group.

Tom graduated from Durham University with a first-class degree in Mechanical Engineering. He also holds an MSc in Computing for Industry from Imperial College London. He is a Chartered Financial Analyst (CFA® Charterholder) and has passed all the Charter Management Accountant (CIMA) exams.

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.

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®.

Georgie is an Equity Analyst primarily responsible for global equity research. She joined Sarasin & Partners in April 2021 from the University of Exeter where she graduated with a Bachelor of Arts in Human Geography.

Georgie is a CFA® charterholder and she is currently studying Health Economics & Policy at the London School of Economics and Political Science.

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.

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.

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.

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.

Malcolm joined Sarasin & Partners in 2009.  Educated in South Africa, he has 26 years of experience in financial services retail distribution.  He gained valuable experience at Sanlam and Norwich Life in South Africa. The 10 years before he joined Sarasin were spent at Glacier by Sanlam, one of the leading fund platforms in South Africa, which he helped start and where he held various positions, the last 4 years as National Business Development Manager.

His qualifications are B.Com (Economics) from UNISA, ILPA and various in-house management courses.

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 an MSc. in Finance and has been a CFA® charterholder since 2014.

Ben joined Sarasin & Partners in 2017 and is currently Head of Multi Asset Research and portfolio manager for the Global Real Estate funds and mandates. 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.

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.

Sam heads the Asset Management team, which manages all aspects of the firm’s investment process and has ultimate responsibility for investment performance. Having spent most of his career managing assets on behalf of private individuals and families, Sam also remains involved in a number of large client relationships, providing strategic input and investment oversight.

Sam joined Sarasin & Partners in 2007 from Baring Asset Management, where he managed international private client portfolios. With 30 years of investment experience, 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 Chartered Institute of Securities & Investment.

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.

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.

Tom Kynge is a portfolio manager on the Multi Asset and Sustainable Multi Asset fund ranges.

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 has worked for Engelhart Commodity Trading Partners as a risk analyst and at Oxford University Press as a commercial finance analyst.

Tom graduated from 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 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.

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).

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).

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 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 an 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.

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.

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.

Subitha is responsible for long term investment strategy and tactical asset allocation.

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 has been a project Director at the Center for Institutional Reform and the Informal Sector, Washington DC, USA and 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.

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.

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 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.

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.

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.