Manage my investments
A specialist investment manager for US clients
Expertise for US residents and expats
Investors with a US-reporting requirement need an experienced manager with US registration and extensive knowledge of US rules and requirements.
Sarasin Asset Management Ltd (SAM) is a specialist London-based investment firm dedicated to managing the international investment requirements of US clients wherever they reside. SAM is registered as an investment advisor with the SEC in the US and regulated by the Financial Conduct Authority (FCA) in the UK.
US-efficient solutions, tailored to your needs
Your needs drive our approach and we pride ourselves on our flexibility. Drawing upon our extensive experience in assisting US clients, We can construct bespoke US-efficient portfolios and also accommodate many specialist investment requirements.
We work closely with a client’s tax and legal advisors, drawing on our US expertise and the resources of our broader investment team to construct and manage a suitable bespoke portfolio, paying particular attention to tax efficiency and regulatory constraints.
What we offer
In designing tailored investment strategies, we consider a wide range of asset classes, working closely with our clients and their advisors to create a portfolio which suits individual investment objectives.
We can construct bespoke US-efficient portfolios and also accommodate many specialist investment requirements.
This may include investing for a specific annual income, meeting socially responsible investment requirements or obtaining a certain geographic exposure (such as a global ex-US portfolio), for example.
How we invest for you
We take a global, thematic approach to investment, identifying promising companies that look set to benefit from the long-term themes shaping the investment landscape for years to come. We draw from the same core thematic investment process to construct bespoke portfolios for US clients. SAM is well known for long-term income and dividend management across multi-asset and equity mandates.
Responsible stewardship is embedded into our investment process. Every stock we invest in is assessed from an environmental, social and governance (ESG) perspective. Once we own a company, we actively engage with it on issues where we want to see change, driving a positive impact on your behalf.
Why we invest thematicallyFind out more about stewardship
An investment plan that puts you first
We believe that strong, long-term relationships with our clients are a key part of positive investment outcomes. When you become a client, you can expect a full discretionary investment service and a dedicated account team, with a director, manager and administrator. We believe regular communication is essential and like to meet clients face-to-face at least once a year.
Our team makes regular trips to the US and our clients are very welcome to visit our offices overlooking St. Paul’s Cathedral in London. Our high standard of reporting gives clients market-leading levels of transparency and analysis. Clients can view their portfolios 24 hours a day, seven days a week through our online service.
A dedicated partner for your investments
Your investment team starts by establishing your needs. As a starting point, we familiarize ourselves with your:
- Circumstances, investment requirements and the most suitable reference currency for your portfolio
- Any other tax or legal requirements, working closely with your advisors
- Your attitude to risk, to determine the most appropriate asset allocation for your investments
How we construct portfolios
Based on your attitude to risk, we offer a selection of portfolio styles with different equity weightings to encompass a wide range of risk-return preferences.
We consider a wide range of asset classes when constructing portfolios, ensuring that yours is appropriately diversified. We actively manage each portfolio’s asset allocation in a range around the agreed ‘neutral’ position, holding more of the assets we expect to perform well in the current market environment. This flexibility allows us to take advantage of opportunities and to protect the portfolio at any given time.
We are also able to tailor portfolios to cater for other considerations, such as ethical restrictions.
How we work with your advisors
We work alongside your dedicated advisors for legal, financial, tax and estate planning matters in various jurisdictions, to ensure that your investments with Sarasin complement your overall portfolio and risk profile.
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