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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 a 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.

Charlotte is a Business Development Manager in Sarasin’s Institutional Team, covering institutions and 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 and is a CFA® charterholder.

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.

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.

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.

Erik is a Senior Associate Partner, covering Institutions and Consultants globally. He also oversees the firm’s broader institutional business development activities in South Africa.

Prior to joining Sarasin & Partners in 2018, he began his career in 2008 as an investment analyst at Deutsche Bank (Suisse) S.A in Geneva, Switzerland. Erik then spent 9 years at Banque Lombard Odier & Cie SA, starting in Geneva where he worked on developing the Nordic private client’s desk.

Erik holds a BSc (Hons) in International Management from the University of Manchester (formerly UMIST) and is a CFA^® charterholder.

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).

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 primary responsibility is to manage and develop relationships with potential clients, as well as a range of advisers who represent wealthy individuals and families 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 (PCIAM) qualification.

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.

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.