Sarasin and Partners LLP

Who we are

Sarasin & Partners is a London-based asset manager that manages £19.6 billion* on behalf of private clients, charities, institutions and pension funds from the UK and around the world. Sarasin & Partners currently employs 271 people, which includes 88 investment professionals.

We are known as a market leader in global thematic investment and portfolio management across multi-asset and equity mandates, with an emphasis on long-term income and dividend management. Consistent with Sarasin's long-term approach is a commitment to `stewardship' principles, embedding environmental, social and governance considerations into our investment process.

The local management team owns 40% of the voting rights in Sarasin & Partners. The remainder is owned by Bank J Safra Sarasin, one of the largest and most conservatively managed private banking groups in Switzerland.

Our partnership structure aligns our business interests with our clients while helping us to incentivise, attract and retain the best staff; turnover of staff is low, with no senior departures from the Private Client team over the past five years.

Our client base is a healthy mixture of private clients, charities, institutions and retail clients. Private clients and charities remain at the heart of our long-term strategy, accounting for more than half of the total assets under management.

*as at 30 June 2024

What we do

At the heart of our investment approach is our Thematic Global equity selection process, which has provided the platform for a strong performance record for our clients, managed by the same team, over many years.

We are well known for a strong Stewardship philosophy which is consistent with our long-term investment approach, embedding environmental, social and governance (ESG) analysis within each stage of our investment process.

The investment process we follow for our clients is as follows:

· Strategic investment policy - it is essential for us to gain a genuine understanding of each client's objectives to help us create an appropriate strategic investment policy.

· Dynamic asset allocation - once a strategic asset allocation is agreed, we seek to add value by operating our dynamic asset allocation process within approved tactical operating ranges.

· Global thematic equity selection - our global thematic process is not geographically constrained; it seeks to identify the most attractive global companies before their appeal becomes the consensus. We believe there are five key megatrends that will play the most significant role in shaping our futures. Thinking thematically narrows our investment universe to companies that benefit from these themes.

· Long-term income and dividend management across multi-asset and equity mandates.

· Risk management - we strive to ensure that our clients are never surprised by our performance and aim to ensure that clients never become forced sellers at an inappropriate moment in the market cycle.

Meeting your investment objectives

In designing tailored investment strategies, we consider a wide range of asset classes, working closely with our clients and their advisers to create a portfolio which suits individual investment objectives. We are active fund managers and through tactical asset allocation and stock selection, we aim to produce higher returns with less volatility than a passive, index-tracking approach. We value transparency and liquidity, favouring assets that are able to produce sustainable and growing income.