Meet Our team

Louise Rouse is a consultant helping non-profit organisations design and implement engagement strategies with global financial institutions, regulators, and policy-makers on a range of environmental and social issues.  Louise has worked with groups including Amnesty International U.K., Bank Fwd, BankTrack, Ekö, Global Witness, Greenpeace, and WWF-UK. Louise was previously the director of campaigns and engagement at ShareAction and before that worked for several years as a finance lawyer advising many of Ireland’s leading financial institutions.

Liberty assists with promoting our investment services to private clients and their advisers.

Prior to joining Sarasin in 2023, Liberty worked as an Investment Analyst for Frontier IP and completed an internship programme with Odey Asset Management.

Liberty holds the Investment Management Certificate (IMC) Unit 1 and is currently studying for Unit 2.

Bridget assists the Model Portfolio Service team and with the management of UK private client portfolios.

Bridget joined Sarasin & Partners in October 2023. Prior to joining Sarasin, she completed a Global Markets Internship Programme at Investec Bank, Johannesburg. Bridget graduated from Stellenbosch University with a Bachelor of Commerce Honours degree in Financial Analysis and a Bachelor of Commerce Degree in Investment Management.

Bridget holds the Investment Management Certificate (IMC) and is working towards completing her level 7 exam qualification.

Rachel assists with the management of UK and International portfolios.

Prior to joining Sarasin & Partners in August 2023, Rachel graduated with a degree in Mathematics and Accounting from Newcastle University. Rachel holds the Investment Management Certificate (IMC).

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

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

Edward is responsible for the management of the model portfolio services, as well as managing investments on behalf of private clients and their professional advisers.

Prior to joining Sarasin & Partners in November 2023, Edward was an Investment Manager at Quilter Cheviot, managing portfolios on behalf of private clients, trusts and charities and their professional advisers. He also sat on Quilter Cheviot’s Fixed Income Committee determining their model fixed income allocations.

Edward graduated with a BA Hons in History from the University of Bristol. He holds the Investment Management Certificate (IMC), CISI Masters in Wealth Management and has passed all 3 levels of the Chartered Financial Analyst (CFA) exams.

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.

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®.

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.

Tom is a Deputy Fund Manager on the JSS Sustainable Multi-Asset funds.

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 worked for Engelhart Commodity Trading Partners as a Risk Analyst and at Oxford University Press as a Commercial Finance Analyst.

Tom graduated from the University of Bath with a BSc in Economics.

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.

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.

Georgie joined Sarasin in April 2021. She assists with the management of international and UK portfolios for private clients. Georgie joined us from the University of Exeter where she graduated with a Bachelor of Arts in Human Geography.

Georgie holds the Investment Management Certificate (IMC), and is currently studying for Level 2 of the Chartered Financial Analyst exams, having passed Level 1.

Emma has had extensive financial experience during her career, mainly focusing on institutional investment management across global markets and asset classes for a wide range of asset owners, and additionally has experience of risk management within commercial and investment banking.  She has been the Chief Investment Officer for the international assets of the Chubb Corporation, a US-based insurance company, and before that held senior management roles within the Credit Suisse Group, including as Head of Quantitative Investment Management and Derivatives at CS Asset Management.  She currently has a number of non-executive roles, including pension scheme trusteeships and investment committees.  She has a degree in Mathematics and Philosophy from Oxford University.

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.

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.

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.

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).

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.

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.

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.

Henrietta is responsible for 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.

Harveer is responsible for 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.

Harveer 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.

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.

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).

Charlotte is a Senior Investment Manager in Sarasin’s Charities team. Alongside her work in the Charity business, Charlotte supports business development efforts in the Institutional team, covering institutions and investment 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, holds the Investment Management Certificate (‘IMC’) and is a CFA® charterholder. Charlotte has also completed the Sustainable Finance course at the University of Cambridge.

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.

Marcus is responsible for the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin & Partners, he spent four years at Barclays Private Bank, managing private clients.

Marcus graduated with a BA Hons in Business Management from Newcastle University. He holds the Private Client Investment Advice and Management (PCIAM), Investment Management Certificate (IMC), and has passed all three levels of the Chartered Financial Analyst (CFA) exams.

Alex joined Sarasin in January 2020. He assists with the management of UK private clients and the Model Portfolio Service. Prior to joining Sarasin Alex studied at the University of Leeds for both his undergraduate and postgraduate degrees.

Alex is currently a CFA Level 3 candidate and holds the IMC.

James is a Partner in Sarasin & Partners LLP and co-heads Sarasin Bread Street, a specialist private markets business formed in 2022.  Prior to this he co-founded Bread Street Capital Partners, held senior investment, product and capital markets roles at Aberdeen Standard Investments (now abrdn), SVG Advisors, Nomura and Merrill Lynch, and started his career at Dresdner Kleinwort in 1985.

James has a long track record of private market investing and has launched and managed investment funds for all types of institutional and professional investors. These include innovative private equity collateralised fund obligations and Aberdeen Private Equity Global FOF plc, an Irish Stock Exchange listed fund. At Aberdeen he was responsible for all European clients’ private markets portfolios, with then over £8bn of assets. He is a Non-Executive Director of Oxford Capital, an award-winning venture capital firm investing into early stage UK companies in the Digital and Artificial Intelligence sectors.

James attended St Catharine’s College, Cambridge University, and graduated with an MA in Natural Sciences. He has an MBA from London Business School.

Cameron Hepburn is Director of the Smith School of Enterprise and the Environment. He is also Professor of Environmental Economics at the Smith School and at the Institute for New Economic.

Thinking at the Oxford Martin School. He is a Professorial Research Fellow of The Grantham Research Institute at the London School of Economics and a Fellow at New College, Oxford. He is an expert in environmental, resource and energy economics and is involved in policy formation, including as a member of the DECC Secretary of State’s Economics Advisory Group. Cameron has advised governments (such as China, India, UK and Australia) and international institutions (e.g. OECD, UN organisations) on energy, resources and environmental policy.

Heidi is the Chairman of the Advisory Panel and Group Head of Strategy & Environment for Centrica, where she has been a member of the board for Centrica Innovations, the group’s corporate venture arm, and SNRG, a PropTech company backed by Centrica. She was previously Head of Strategy at BG Group and held various strategy roles at Royal Dutch Shell. Heidi has over 25 years’ experience working in the oil and gas and power sectors, having started her career at Exxon in 1991. She has an MBA in Finance and Multinational Management from The Wharton School, University of Pennsylvania and a BS in Petroleum Engineering from Stanford University.

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).

Prior to joining Sarasin, Niloofar worked at the Australian High Commission (Treasury representative) covering the UK and the Eurozone economies, as well as G20 policies.

She also has several years of experience on the Chinese economy, both at Timetric (an emerging markets economic consultancy), and at the Australian Treasury in Canberra where she trained as an economist prior to moving to London.

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

Ben joined Sarasin & Partners in 2017. 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.

Megan is co-portfolio manager on the Sarasin Tomorrow’s World Multi-Asset Fund. She is also deputy fund manager of the Sarasin Responsible Global Equity Fund, Sarasin Thematic Global Equity Fund and Sarasin IE Global Equity Opportunities Fund.

Prior to joining Sarasin, Megan spent 4 years at Coutts & Co working as an Assistant Fund Manager for the Coutts Multi Asset Funds.

Megan is a graduate of Trinity College Dublin with a degree in Business, Economics & Social Studies. Megan also holds the Private Client Investment Advice and Management certificate (PCIAM) as well as the Investment Advice Diploma (IAD) and is a CFA® charterholder.

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.

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.

Andrew assists with the management of UK portfolios for a variety of private clients and charities. Prior to joining Sarasin & Partners, Andrew spent seven years working in the financial services industry.

Andrew has the CISI Level 7 Diploma in Wealth Management, the Investment Management Certificate (IMC), Certificate in Discretionary Investment Management, Certificate in Securities Advice and Dealing and the Diploma in Regulated Financial Planning.

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.

James assists with the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin & Partners in 2017, he spent 18 months working for Bank Leumi as an Assistant Relationship Manager on the Investment Advisory Desk.

James graduated with a BA Hons in Russian from the University of Bristol. He holds the Investment Advice Diploma, the Level 6 Private Client Investment Advice and Management certificate (PCIAM), while he has also obtained the Level 7 CISI Chartered Wealth Manager Qualification.

Allanah is responsible for the management of UK and international private client portfolios. Allanah joined Sarasin in 2018 after having graduated with an MSc in Investment and Wealth Management from Imperial College Business School and previously a BSc in Chemistry from The University of Bristol.

Allanah holds the IMC (Investment Management Certificate) PCIAM (Private Client Investment Advice and Management Certificate) and has passed all 3 levels of the Chartered Financial Analyst (CFA) exams.

Ben is primarily responsible for managing portfolios on behalf of private clients and professional intermediaries. Prior to joining Sarasin & Partners in January 2019, Ben began his career at Tilney in 2010, eventually rising to Director. There he was responsible for private client portfolios as well as sitting on the Asset Allocation and Fund Selection committees.

Ben attended University College London and graduated with a First-Class BSc Hons in History & Philosophy of Science. He has passed the Chartered Institute for Securities and Investments (CISI) Masters in Wealth Management, Private Client Investment Advice & Management qualification (PCIAM) and CFA Level 1. Ben is also a Chartered Fellow of the CISI.

Duncan is responsible for the management of portfolios on behalf of UK and international clients. He started his career at Dresdner RCM Global Investors, followed by 10 years at GAM London Ltd.

Duncan attended Newcastle University and has a BSc Hons in Agricultural Economics. He holds the certificate in Private Client Investment Advice and Management (PCIAM), the Investment Management Certificate (IMC) and the SFA.

Graeme is responsible for the management of portfolios for a variety of international and UK clients. Graeme also manages the Thematic Global Equity strategy for clients of Bank J Safra Sarasin.

Prior to joining Sarasin & Partners in 2013, Graeme was with Brown Shipley Private Banking, where he managed private client, charity and institutional portfolios.

Graeme completed his MBA at Bayes Business School, which he holds alongside the Chartered Institute for Securities & Investment (CISI) Diploma and a BA Honours degree from the University of Sheffield. Graeme is a Chartered Fellow of the CISI.

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.

James is responsible for managing for UK and international private clients, multi-generational wealth, and charities. James joined Sarasin & Partners in 2004, having previously spent five years as an investment manager at HSBC.

James holds the Private Client Investment, Advice and Management qualification (PCIAM with merit) from the Securities Institute. He has a BA in Geography from Newcastle University.

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.

Henning Meyer joined Sarasin & Partners in 2014 as an investment manager within the private client department, moving to the asset management team in 2017. Before joining Sarasin, Henning worked at Kleinwort Benson Private Bank as a business analyst.

Henning is a CFA® charterholder.

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 of experience as a dedicated credit research analyst and over 17 years of 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).

Josh is a sector analyst covering Technology, media and telecoms on a global basis.

Prior to joining Sarasin & Partners, Josh worked at Putnam Investments as an Equity Analyst covering pan-European financials, telecoms, tech and utilities companies. Prior to Putnam, he worked for a small Private Equity firm focusing on researching and analysing potential investments into software companies. He also worked at BNY Mellon Asset Management in a middle office role.

Josh has a degree in Economics from Birmingham University and CFA Level 1.

Neil is a portfolio manager for the global equity income strategies. Within the global equity team he co manages Sarasin’s Institutional mandates and retail funds.

Neil joined Sarasin & Partners in December 2017 from Polar Capital where he was Global Income Fund Manager. Previous to this Neil was Global Emerging Market Income & Growth Fund Manager.

He also held positions with AXA Framlington, Hexam Capital Partners, Baring Asset Management and Framlington Investment Management.

Neil started his career in 2001 after completing his degree at the University of Leeds.

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.

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.

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.

Lucinda has been managing private client, private pension and charity portfolios for over 30 years.
Prior to joining Sarasin & Partners in 2004, she spent 18 years at 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 & Co, 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.

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.

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.

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.