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Sarasin & Partners

 

About Sarasin & Partners

The Sarasin Bespoke Portfolio Service offers private clients cost-effective access to our renowned global thematic investment approach and market-leading levels of service. Each portfolio is skilfully constructed to meet the client’s individual requirements and expertly managed on an ongoing basis. We work closely with financial advisers to ensure the very best outcomes for clients. Depending on the type of contract chosen, we can invest client assets as directed by the adviser or take on responsibility for assessing suitability and the client’s attitude to risk/capacity for loss. Each portfolio has a designated investment manager responsible for the investment. They oversee the portfolio’s asset allocation and ongoing management, ensuring it meets the agreed strategy for the client.

Type

Discretionary fund manager Fund provider

Solutions

Bespoke portfolio management MPS (on platform) MPS (off platform) AIM portfolio service Multi-asset funds Multi-manager funds Risk-rated funds