Sarasin & Partners

What Sarasin & Partners does

Sarasin & Partners LLP is a London-based global thematic investment management firm, wholly owned within the J. Safra Sarasin Holding Ltd banking group, that manages approximately £17bn in assets under management. The firm operates from its headquarters at 50 George Street, London (FCA reference 475111) and serves four primary client segments: UK charities and foundations (£8.7bn, 500+ clients, 33 years of specialist track record), private clients and high-net-worth individuals, institutional investors, and US-connected investors via the Sarasin Asset Management subsidiary. It maintains additional operating presence in Ireland and South Africa.

The investment platform is built around a global thematic framework organized into six interconnected themes spanning Technological Change (Digitalisation, Automation), Demographic Shifts (Evolving Consumption, Ageing), and Future Security (Climate Change, Security), combined with an integrated stewardship program (engagement, voting, and policy outreach) that has earned ICGN Global Stewardship Disclosure Award recognition and top-tier PRI ratings. Product architecture comprises bespoke discretionary mandates for charities and private clients, Charity Authorised Investment Funds (CAIFs), the Model Portfolio Service (MPS) for intermediaries, a fund range of more than fifteen OEICs/ICVCs across equities, fixed income, multi-asset, and responsible strategies, plus Sarasin Bread Street (a private markets business launched via the 2022 Bread Street Capital acquisition). 2025 additions include Natural Income and Structured Decumulation retirement strategies and a Shariah Investment Service.

Revenue is generated through recurring management fees on AUM across discretionary mandates, fund vehicles, and MPS outsourced solutions, with pricing not publicly disclosed and negotiated by client type and portfolio size. Distribution runs through direct partner-led relationships, intermediary channels (IFAs, DFMs, wealth managers), white-labelled solutions, and fund platforms.

Name

Sarasin & Partners

Legal name

Sarasin & Partners LLP

Website

https://sarasinandpartners.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

251–500 employees

Short description

Sarasin & Partners is a London-based global thematic investment manager within the J. Safra Sarasin group, managing approximately £17bn for charities, private clients, and institutional investors through bespoke mandates, CAIFs, MPS, and private markets.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Financial Planning–Led RIAs (FSAAACAB), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Investment management
• Charity investment solutions
• Thematic equity investing
• Multi-asset portfolios
• Responsible stewardship investing

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Discretionary Investment Management: Fee-based discretionary investment management services for charity, private client, and institutional portfolios. Charges typically based on assets under management (AUM) as a percentage.
2. Fund Management: Management of Charity Authorised Investment Funds (CAIFs), OEICs, and ICVCs. Revenue generated through annual management charges on fund assets.
3. Model Portfolio Service: MPS range including Managed Funds and Model Portfolios distributed to intermediaries and direct clients, generating management fees based on assets deployed.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Sarasin & Partners is a UK-based global thematic investment manager that provides discretionary portfolio management, pooled funds, model portfolios, and private markets solutions to charities, private clients, and institutional investors. The firm manages bespoke mandates, Charity Authorised Investment Funds (CAIFs), a Model Portfolio Service for intermediaries, thematic and responsible multi-asset funds, retirement income strategies, and a private markets business (Sarasin Bread Street). Revenue is generated through AUM-based management fees across these offerings.

Product overview

Sarasin & Partners is a UK-based global thematic investment manager offering a comprehensive suite of investment solutions primarily focused on charities, private clients, and institutional investors. The firm operates a platform-plus-modules architecture comprising: (1) core bespoke investment management services for charities with bespoke mandates and CAIF (Charity Authorised Investment Funds) funds; (2) the Model Portfolio Service (MPS) and Responsible MPS for intermediaries and wealth managers; (3) specialized funds including Sarasin Global Dividend, Global Equity Real Return, Thematic Global Equity, Food & Agriculture Opportunities, Climate Active Endowments, Growth, Income & Reserves, Responsible Corporate/Strategic Bond, Responsible Multi Asset, and Responsible Global Equity; (4) Retirement Income solutions (Natural Income and Structured Decumulation) launched in 2025; (5) Sarasin Bread Street, a private markets business formed in 2022; and (6) white-labelled and bespoke DFM solutions for institutional partners. The firm is regulated by the FCA and manages approximately £17-17bn in assets under management.

Differentiator

Problem solved

Functional benefit

Brands

• Sarasin Bread Street: Specialist private markets business formed in 2022, offering private equity, private credit, and other private asset investment opportunities.
• Sarasin Bread Street

Products and services

• Bespoke Solutions
• Sarasin Charity Funds (CAIFs)
• Shariah Investment Service
• Model Portfolio Service (MPS)
• Responsible Model Portfolios
• Natural Income Strategy
• Structured Decumulation Strategy
• Sarasin Bread Street
• Managed Funds
• White-Labelled Solutions
• Bespoke DFM Solutions
• Sarasin Thematic Global Equity Fund
• Sarasin Global Dividend Fund
• Sarasin Global Equity Real Return Fund
• Sarasin Food & Agriculture Opportunities Fund
• Sarasin Climate Active Endowments Fund
• Sarasin Endowments Fund
• Sarasin Responsible Global Equity Fund
• Sarasin Responsible Corporate Bond Fund
• Sarasin Responsible Strategic Bond Fund
• Sarasin Responsible Multi Asset Fund
• Sarasin Multi Asset Strategic Fund
• Sarasin Growth Fund
• Sarasin Income & Reserves Fund

Quantifiable outcome

• 500+ charity clients served with £8.7bn in assets
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Bread Street Capital (Sarasin Bread Street)coreStrategic or Co-development Partner · 31 March 2022Acquired in March 2022 to expand into private asset investments and launch Sarasin Bread Street. The acquisition enables the firm to offer a broader range of private market opportunities and strengthen its position in responsible investing. Bread Street co-founders Alex Barr and James Witter lead the specialist private markets business.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Ruffer LLP: London-based investment manager specializing in multi-asset, absolute return strategies for charities, pensions, trusts, and private clients. Directly comparable client base and mandate style to Sarasin's charity and multi-asset offerings.
• Newton Investment Management: BNY Mellon-owned investment manager with deep UK charity, pension, and private client expertise. Multiple Sarasin senior hires came from Newton, evidencing direct talent and mandate competition in the UK charity segment.
• Quilter Investors: UK multi-affiliate investment manager with model portfolio service, multi-asset funds, and intermediary distribution. Directly comparable to Sarasin's MPS, fund range, and IFA-targeted offerings.
• Cazenove Capital (Schroders Wealth Management): UK-based discretionary wealth manager within Schroders focused on charities, private clients, and family offices. Multiple Sarasin partners previously worked at Cazenove, evidencing direct competition for charity and HNW mandates.
• Charles Stanley: UK wealth manager providing discretionary and advisory investment services to private clients, charities, and intermediaries. Competes in similar UK HNW and charity segments.
• LGT Wealth Management: UK wealth management arm of the Liechtenstein-based LGT Group, providing discretionary investment management, MPS, and private banking services. Comparable to Sarasin on international private client and HNW proposition.
• Rathbones Group: UK-listed discretionary wealth manager with substantial charity and private client AUM (over £100bn). Directly comparable to Sarasin on charity investment management, intermediary MPS, and multi-asset strategies, though at considerably larger scale.
• Brooks Macdonald: UK discretionary wealth and investment manager with significant MPS and intermediary distribution. Competes head-to-head with Sarasin's Model Portfolio Service in the IFA and DFM channel.

Broad incumbents

• Schroders Private Wealth: Large UK and global asset manager with substantial UK charity, private wealth, and intermediary MPS businesses. A broader incumbent that competes with Sarasin across multiple segments at much greater scale.

Others

• J. Safra Sarasin (parent group): Swiss private banking group that owns Sarasin & Partners and whose asset management arm collaborates on thematic equity strategy distribution. Parent-level peer for capital, governance, and cross-referral perspective.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/sarasinpartners

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Sarasin & Partners