Sarasin Asset Management Limited is a large advisory firm based in London. It manages $418.38 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Colorado, Florida, and 3 other states.
Sarasin Asset Management Limited provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sarasin Asset Management Limited is $418.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1446% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sarasin Asset Management Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of Thomas Nicholas Mckinlay Service is high net worth individuals with 144 clients and $399.59 million of assets under management. Among the 9 most similar advisory firms, Sarasin Asset Management Limited has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $418.38 million for 146 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sarasin Asset Management Limited doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Nicholas Mckinlay Service has been acting as President since 1 Jan 2013. Emily Sarah Lanfear joined the executive team most recently as the Chief Legal Officer.
The principal office where Sarasin Asset Management Limited performs its advisory services is located at Juxon House, London, Ec4 M 8 Bu, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +(44)(20)7038 7000 or by fax +(44)(20)7038 6850. The normal business hours are 8am-6pm (gmt) on Monday - Friday.