Sarasin & Partners LLP

Overview

Sarasin & Partners LLP is a London-based investment management firm, which is owned by Bank Sarasin of Switzerland and local management. It has a staff of more than 100 and manages approximately £7 billion of investments for private clients, charities, pension funds and other institutions. The firm invests globally in equities, bonds, property and alternative assets.

The Character of the Firm

Sarasin is a first class City institution that draws upon the traditions of London as an investment centre. At the same time it uses the latest technology to enhance its investment process and customer reporting systems. It has also developed expertise in hedge funds and other new asset classes.

Local management and staff place great importance on courtesy. They take great care to respond to the particular needs of their customers, whether they are wealthy individuals or the trustees of pension funds or charities.

From its parent, Bank Sarasin (founded in 1841), Sarasin has inherited stability and a quiet efficiency, which are both essential for a guardian of the assets of private individuals, families and endowments. The firm’s meticulous planning of investment strategies extends to reporting and customer service. Attendees at presentations are impressed by the insightful content, but also by the clarity and time-keeping of the speakers.

Investment Philosophy

Sarasin aims to meet its customers’ investment requirements over the long term. This is done by adherence to the following principles;

Through its policy of Dynamic Asset Allocation Sarasin is prepared to make substantial shifts in asset allocation away from benchmarks in order to secure competitive returns and also to reduce volatility in difficult markets.

The firm believes that current income and income growth are the keys to successful long-term investment. Investments that promise only capital gains must run very hard over the years to compete with a portfolio that provides for the reinvestment of dependable income.

While acknowledging investors’ tendency to favour their home markets Sarasin recognises the powerful global economic trends that are shaping our world. Its pioneering Global Thematic investment process identifies the companies best placed to benefit from these trends wherever their headquarters are located.