Saranac Partners
Saranac Partners is an independent, fee-only boutique multi-family office in London providing investment advisory, portfolio management, capital solutions, and wealth planning services to ultra-high-net-worth individuals, entrepreneurs, family offices, and business leaders across Europe.
- Company typePrivate
- Founded2015
- HeadquartersLondon, United Kingdom
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Saranac Partners does
Saranac Partners is an independent, fee-only boutique European multi-family office and private wealth management firm headquartered at 16 St James's Street, London. Founded in 2015 by Thomas L. Kalaris (former CEO of Barclays Wealth), the firm serves ultra-high-net-worth individuals, entrepreneurs, business leaders, single- and multi-family offices, and a small set of corporate clients with significant liquidity. The proposition spans investment strategy and portfolio management (global equities, fixed income, derivatives, private markets), capital solutions (debt, equity, and hybrid capital structuring), and broader wealth planning including succession, multi-jurisdictional re-domiciliation, and philanthropy.
The firm operates as a human-led advisory business without a proprietary technology platform; it selects best-in-class custodians, reporting tools, and — most recently — an agentic AI compliance suite being co-developed with WealthAi and Patronus Partners. Its core service teams include Investment Management, Capital Solutions, Fixed Income, Private Markets, Wealth Advisory, Client Services, and Operations & Onboarding. Revenue is generated through AUM-based and fixed advisory fees on bespoke mandates, with no proprietary product distribution. The firm holds FCA authorization (company number 9587905) and Cyber Essentials certification, and is led by Co-Chief Executives Brent Seery and Michelle Witter, with Richard Berliand as Chair. In March 2024, Walter Global Asset Management acquired a minority strategic stake, providing institutional backing for growth. The Madrid office (Saranac Partners Europe, Agencia de Valores S.A.) was closed, and the firm now operates exclusively from London with a team of approximately 50.
Saranac Partners firmographics
Firmographics- Name
- Saranac Partners
- Legal name
- Saranac Partners Limited
- Website
- https://saranacpartners.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Saranac Partners is an independent, fee-only boutique multi-family office in London providing investment advisory, portfolio management, capital solutions, and wealth planning services to ultra-high-net-worth individuals, entrepreneurs, family offices, and business leaders across Europe.
- Ownership category
- akta.pro rank
Saranac Partners industry classification
Industry- Product category
- Multi-Family Office Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Saranac Partners is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
Saranac Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Wealth Management Advisory: Saranac Partners generates revenue through fees for investment advisory, wealth management, and financial planning services provided to high-net-worth individuals, entrepreneurs, family offices, and business leaders. The firm offers discretionary portfolio management, advisory services, and strategic advice across strategy, investments, and financing. Revenue is primarily fee-based, likely charged as a percentage of assets under management or advisement and/or fixed advisory fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Boutique advisory services with personalized, full-service private office capabilities |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Saranac Partners product offering
Product offeringCore offering
Saranac Partners is a boutique multi-family office providing investment advisory, discretionary portfolio management, and wealth planning services to ultra-high-net-worth individuals, entrepreneurs, and family offices. The firm delivers expertise across strategy, investments, and financing through dedicated teams covering investment management, capital solutions, fixed income, private markets, multi-asset portfolios, global equities, and wealth advisory. Services are sold as personalized, full-service private office engagements rather than discrete product offerings.
Product overview
Saranac Partners is a boutique European multi-family office and private wealth management firm providing investment advisory services to entrepreneurs, private investors, business leaders, and family offices. The firm offers expertise across strategy, investments, and financing through teams including Investment Management, Client Services, Capital Solutions, Fixed Income, Private Markets, and Wealth Advisory. Services include portfolio management, strategic asset allocation, manager research and selection, capital solutions (debt, equity, and hybrid structuring), compliance support, and broader family capital advisory. The firm operates as a service-based advisory business without a proprietary software product or technology platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management (Discretionary Portfolio Management)
- Wealth Advisory
- Capital Solutions
- Family Office Services (Virtual Family Office)
- Fixed Income Management
- Private Markets Investing
- Global Equities Management
- OCIO (Outsourced CIO) Advisory
- Multi-Asset Portfolio Management
Quantifiable outcome
- Successfully structured complex lending solutions for super-prime London real estate, securing and extending loans on attractive terms without additional capital from client
- +2 more outcomes
Companies that use Saranac Partners
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Saranac Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Saranac Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- WealthAiminorSaranac Partners joined a steering group with WealthAi and Patronus Partners to refine WealthAi's AI-powered Compliance Solution for wealth managers. The solution comprises agentic AI tools (Compliance Portal, MAR Agent, Trade Surveillance Agent) designed to monitor, flag, and audit client communications in real time for compliance teams.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Saranac Partners competitors and assessment
Company assessmentDirect peers
- Stonehage Fleming: Stonehage Fleming is one of the largest independent multi-family offices in the UK/Europe with a similar UHNW and family office client base. Like Saranac, it offers independent advisory, investment management, and wealth planning services without proprietary product conflicts. Head of Risk and Compliance at Saranac previously led UK and Investments risk at Stonehage Fleming, indicating close competitive overlap.
- Sandaire Investment Management: Sandaire is a London-based multi-family office founded in 2003 serving UHNW families and family offices with discretionary investment management and broader wealth advisory. It directly competes with Saranac for the same European entrepreneur and family office client segment with comparable boutique positioning.
- Brown Shipley: Brown Shipley is a UK private wealth manager offering discretionary portfolio management, investment advisory, and wealth planning to HNW and UHNW individuals and family offices. Similar boutique-ish positioning with comparable target client base and breadth of services to Saranac.
- JM Finn: JM Finn is a long-established UK boutique investment manager and private wealth manager serving HNW individuals, families, and trusts. Comparable in scale and boutique, independent positioning to Saranac, with similar focus on personalized discretionary portfolio management.
- Weatherbys: Weatherbys is a UK private banking and wealth management firm with significant family office and HNW client base. Provides similar advisory-led, relationship-driven services to entrepreneurs and family principals in the UK market, with comparable AUM scale.
- Cambridge Associates: Cambridge Associates is a global investment advisor and OCIO provider serving foundations, endowments, and UHNW family offices with investment policy and manager selection expertise. Saranac's OCIO Advisor Boris Belsky previously served institutional investors at Cambridge Associates, and the firms compete for the same OCIO and investment advisory mandates from family offices.
- Ruffer LLP: Ruffer is a UK-based boutique investment management firm with strong HNW and family office client base, known for multi-asset and total-return strategies. Allan Clayton (Saranac Operations) previously worked at Ruffer. Both firms occupy similar boutique positioning serving sophisticated private wealth clients with investment-led propositions.
- Hampden Capital: Hampden Capital is a London-based multi-family office providing discretionary investment management and wealth advisory to UHNW individuals and families. Comparable boutique scale and service breadth to Saranac with overlapping target client segment.
Broad incumbents
- Coutts: Coutts is one of the UK's largest private banks with deep heritage serving UHNW clients, entrepreneurs, and family offices. Steve Griffiths (Wealth Advisor at Saranac) previously worked at Coutts. Coutts competes with Saranac for the same UHNW entrepreneur client base but as a much larger incumbent offering banking, lending, and wealth services.
- Lombard Odier: Lombard Odier is a Swiss private bank and wealth manager with strong UK and European UHNW presence. Phil Dench (Saranac's Head of Risk and Compliance) and Simon Bowden (Head of Operations) both previously worked at Lombard Odier. Functions as a broader incumbent with private banking capabilities competing for the same European UHNW and family office clientele.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Saranac Partners social profiles
Digital presenceSaranac Partners compliance and trust
Trust signalCompliance1 record
Saranac Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Saranac Partners leadership team
Management profileNumber of profiles
Profiles23 records
Saranac Partners funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Saranac Partners M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Saranac Partners
What does Saranac Partners do?
Saranac Partners is a boutique multi-family office providing investment advisory, discretionary portfolio management, and wealth planning services to ultra-high-net-worth individuals, entrepreneurs, and family offices. The firm delivers expertise across strategy, investments, and financing through dedicated teams covering investment management, capital solutions, fixed income, private markets, multi-asset portfolios, global equities, and wealth advisory. Services are sold as personalized, full-service private office engagements rather than discrete product offerings.
Is Saranac Partners a public or private company?
Saranac Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Saranac Partners founded?
Saranac Partners was founded in 2015. It employs 51 to 100 people.
Where is Saranac Partners based?
Saranac Partners is headquartered in London, United Kingdom, in the Europe region.
How does Saranac Partners make money?
One revenue line is on record: wealth Management Advisory.
Who are Saranac Partners's main competitors?
Direct peers on record are Stonehage Fleming, Sandaire Investment Management, Brown Shipley, JM Finn, Weatherbys, Cambridge Associates, Ruffer LLP and Hampden Capital. Broad incumbents are Coutts and Lombard Odier.
Does Saranac Partners have an API?
No public API is recorded for Saranac Partners.
What industry is Saranac Partners in?
Saranac Partners's product category is Multi-Family Office Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.