Sarasin & Partners, the global investment manager with £21bn invested thematically and responsibly on behalf of charities, private clients and institutions, announces an important evolution of the firm’s investment leadership.
Guy Monson, who has enjoyed a long and highly successful tenure as Chief Investment Officer, will now become Chief Market Strategist, with Jerry Thomas and Phil Collins promoted to Chief Investment Officers for Global Equities and Multi-Asset respectively.
This will see Guy remain the firm’s Senior Partner and a cornerstone member of the Investment Policy Committee and the Investment Strategy Group, while taking a greater focus on client interaction and the communication of Sarasin & Partners’ positioning and strategy. Guy will also continue to lead Sarasin & Partners’ Target Return franchise, focusing on asset allocation, managing risk exposures and volatility.
Jerry Thomas and Phil Collins are longstanding partners in the firm’s asset management team, with Thomas previously holding the role of Head of Global Equities, while Collins was Head of Multi-Asset. In their CIO roles, they will oversee all portfolios in their respective franchises. The pair are committed to developing Sarasin & Partners’ expanding investment team, which now includes Nikki Martin as co-manager of the Sarasin Global Dividend fund, who brings more than two decades’ investment experience to the team. Thomas and Collins will continue to report to Executive Committee member Subitha Subramaniam, in her role as Head of Asset Management.
These changes follow another strong year for Sarasin & Partners, which saw a 22% increase in assets under management and administration (AuMA) in 2021, driven largely by the company’s nurturing of talent, its dedication to long-term secular megatrends shaping the global economy and subsequent investment performance.
Commenting on his new role, Guy Monson says: “The promotion of Jerry and Phil to their respective CIO roles is an important step and having worked with them both for many years, I wish them every success. I look forward to having additional time to help formulate Sarasin & Partners’ outlook for markets, across both existing assets and future opportunities. Providing our clients with unusually high levels of service and transparency has always been a priority for Sarasin & Partners, and I am particularly excited by the opportunity this will give me to articulate our strategy and thinking.”
Guy Matthews, Managing Partner, Sarasin & Partners, says: “Following a strong year that saw AUM rise to £21bn, we are delighted to announce the promotion of both Jerry and Phil to their new roles, moves that reflect their achievements thus far at Sarasin & Partners, as well as their abilities to build and manage strong teams. We believe that these moves highlight our commitment to developing talent internally, which will position us well to generate strong performance in the future “.
Jerry Thomas, CIO, Global Equities, adds: “Our thematic investment process is rigorous, robust and repeatable, and as a result, we have seen our range of global equities funds go from strength to strength. I look forward to leading the equity team in finding new opportunities that align with our responsible, thematic investment philosophy.”
Phil Collins, CIO, Multi-Asset, comments: “Investors face a challenging macroeconomic outlook in light of surging inflation, interest rates hikes and rising geopolitical tensions. A diverse portfolio will become ever more crucial for investors seeking to secure resilient returns as these uncertainties play out, and our multi-asset solutions are well equipped to provide investors with this protection.”