Sarasin Asset Management Limited

RIASEC RegisteredEst. 2003
Total AUM
$555M
Discretionary
$555M
100% of AUM
Avg account
$4M
Accounts
139
Employees
7
Advisory reps
9

Firm details

Headquarters
London,
CRD number
115788
Registered since
June 6, 2003
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, US Government Bonds 12%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%, Sovereign Bonds 4%74%
  • Exchange Traded Equities74%
  • US Government Bonds12%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%
  • Sovereign Bonds4%

Owners & executives

3 of 4
  • Emily Lanfear

    Emily Lanfear

    Chief Legal OfficerCRD 6859087

  • Timothy Temple

    Timothy Temple

    Chief Operating OfficerCRD 6748900

  • Matthew Hick

    Chief Risk OfficerCRD 8057134

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Contacts

3 of 5
  • Nicholas Wood

    Nicholas Wood

    Investment DirectorCRD 5219226

  • Andrew Stewart

    Andrew Stewart

    ConsultantCRD 2222042

  • Robert Shillinglaw

    Head of FinanceCRD 8056963

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
50 George Street
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth