Sarasin Asset Management Limited
Firm details
- Headquarters
- London,
- CRD number
- 115788
- Registered since
- June 6, 2003
- Website
- sarasinassetmanagement.com
- Custodians
- BANK J SAFRA SARASIN, RBC TRUSTEES LIMITED, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.35%
- Charitable Organizations12.9%
- Corporations / Businesses11.92%
- Other3.54%
- Pension & Profit Sharing Plans1.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sarasin Asset Management Limited is a corporation that provides discretionary portfolio management for both individuals/families and institutional clients. The firm has been SEC-registered since 2003 and operates with a fee model based on a percentage of assets under management. Its client base is a mix of individual and family investors alongside institutional mandates. The firm identifies itself as an active ESG investor, indicating that environmental, social and governance considerations influence its investment decisions across strategies. The firm’s ownership is listed as a combination of a foreign entity and an individual, and its regulatory and business affiliations include activity as an investment adviser, connections to commodity pool/operator or CTA activity, banking or thrift institution relationships, and roles as sponsor, general partner or managing member of pooled investment vehicles. Sarasin is not classified as a capital allocator and does not present itself as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- US Government Bonds12%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- Sovereign Bonds4%
Owners & executives
3 of 4
Emily Lanfear
Chief Legal OfficerCRD 6859087

Timothy Temple
Chief Operating OfficerCRD 6748900
Matthew Hick
Chief Risk OfficerCRD 8057134
Contacts
3 of 5
Nicholas Wood
Investment DirectorCRD 5219226

Andrew Stewart
ConsultantCRD 2222042
Robert Shillinglaw
Head of FinanceCRD 8056963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 50 George Street
- Office locations
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