Sarasin & Partners to partner with specialist AIM house

Combines Stellar Asset Management’s AIM focus with Sarasin’s expertise as a discretionary fund manager

Hadley Simons
1–2m

Sarasin & Partners has strengthened its AIM offering through a partnership with Stellar Asset Management, an AIM and inheritance tax-focused house.

Stellar’s specialist knowledge of AIM and UK smaller companies, as well as expertise in asset-backed tax solutions, will sit alongside Sarasin’s expertise as a discretionary fund manager.

As part of the new arrangement, Stellar will provide Sarasin with AIM model outputs, investment research and specialised market insight. Sarasin will continue to have full discretion over investment decisions as well as implementing trades and providing ongoing oversight.

Hadley Simons (pictured), chief client officer at Sarasin & Partners, said: “Clients are increasingly looking for investment solutions that combine specialist expertise with the discipline of a broader discretionary investment approach.

“AIM requires specialist knowledge and a disciplined approach, particularly when investing in smaller companies.”

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