INVEST FOR MY CLIENT

Stephen joined Sarasin & Partners in 2019 to focus on the growth and development of the Private Client business. He has over 20 years of experience in the investment management and banking industry, working with private clients and their advisors. Prior to joining Sarasin, Stephen was Head of Private Merchant Banking at Edmond de Rothschild, having previously spent four years as Head of Private Wealth Management at Kleinwort Benson and nine years as Head of Business Development at Schroders Private Banking.  He started his career in 1996 at Mercury Asset Management. Stephen has an MA in Philosophy, Politics and Economics from the University of Oxford, is a Chartered Financial Analyst (CFA) and holds the IMC (Investment Management Certificate).

Sophie’s main focus is managing and developing relationships with potential clients, as well as a range of professional advisers who represent wealthy individuals and families with a requirement for discretionary investment management services. She is also responsible for matching UK and international, including US, clients with the right investment team.  

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 (PCIAM) qualification.