Sarasin & Partners names six new partners

Two in the charities team and four working with private clients

Ascot Lloyd appoints Bentley as investment committee chairman
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Sarasin & Partners has appointed six new partners across the business.

Within the charities team, Alexander True and Tania McLuckie have been stepped up.

True joined Sarasin & Partners in 2014 and brings over 15 years of experience in financial services and manages charity portfolios.

McLuckie joined the firm in 2017 to manage charity portfolios. She has more than 10 years of investment experience across multi-asset and absolute return portfolios for charities, pensions, trusts and private clients.  

The other four partner appointments have been made in the private client team. Stephen Rothwell, Nick Wood, James Fishbourne and Graeme Bruce all made the grade.

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Rothwell has more than 25 years of experience in the investment management and banking industry. He focuses on the growth and development of Sarasin’s private client business, as well as the management of strategic relationships.

Wood joined Sarasin & Partners in 1998 and is responsible for managing investment portfolios including trusts and pensions. He specialises in offshore and international private clients.

Fishbourne joined the firm in 2004 and is an investment manager with responsibility for private client portfolios, including pensions, family charities and key IFA relationships.

Bruce has been on the team since 2013 and manages segregated international private client portfolios.

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Guy Matthews, managing partner, commented: “Promoting our new partners from within the organisation is a testament to the firm’s investment in talent. They each bring with them invaluable industry experience and outstanding ability, reflecting our commitment to offering excellence in investment management and client service to both private clients and charities.

“Our new partners represent the future for the Partnership, adding to the continuity in management, investment expertise and client service which has been the hallmark of our business for many years.”