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Subscriber: Sarasin & Partners LLP
Juxon House
100 St Paul's Churchyard
London
EC4M 8BU
Tel: 020 7038 7000
Fax: 020 7038 6850
History
Sarasin & Partners LLP, which was set up in 1992, specialises in managing investments for UK charities, pension funds, private clients and other institutions.
As one of the UKs leading managers of charities investments, it acts for a wide range of clients including educational, medical religious and grant making bodies. Chiswells Associates Limited is a member of the Nedcor Group.
Performance
Sarasin & Partners LLP has a successful long-term performance record* in the WM Charity Survey, which includes particularly strong UK equity performace.
Funds under management
At Sarasin we currently manage some £800 million on behalf of our charity clients. Total funds under management are circa £1.6 billion.
*past performance is not necessarily a guide to future return
Specialist services
We offer a full intergrated and administration service tailored to the needs of individual charity clients with funds in excess of £5 million. This includes a detailed quarterly investment report and administrative support which is structured to each clients particular requirements. We count client meetings as an important part of our services. We appoint a senior director and a fund manager for each individual client. The Chiswell hallmark is is the provision of a genuinely personal service at senior level for all clients.
Investment philosophy
Our conservative approach to investment combines todays sophisticated techniques of investment management with a traditional emphasis on fundermental research, and a detailed knowledge of our clients and their needs.
In constructing investment policy and asset allocation, we draw research from a wide range of different securities houses from around the world and, under the guidance of our Chief Investment Officer, distil this to meet the particular needs of the individual charities.
We are used to dealing with the problem of reconciling the conflicting requirement for immediate income with the need for long term capital and income growth; and using any ethical criteria the trustees may wish to adopt.
We also attach considerable importance to the relationship between performance and risk, quantifying volatility of our clients' quarterly performance figures to assess whether the returns being earned adequately reflect the degree of risk being taken.
Regulatory Body
Sarasin & Partners LLP is authorised and regulated by the Financial Services Authority.