Saranac Partners

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.

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

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

• Wealth management services
• Multi-family office
• Investment advisory
• Private wealth management
• Portfolio management services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core 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

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• WealthAiminorStrategic or Co-development Partner · 30 April 2026Saranac 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

Direct 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

• Xx.com/SaranacPartners
• LinkedInlinkedin.com/company/saranacpartners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Saranac Partners