How does SARASIN & PARTNERS LLP help clients – Key Takeaways:
SARASIN & PARTNERS LLP is a highly reputable financial advisory firm that provides expert financial services to its clients. Through its team of experienced and knowledgeable advisors, SARASIN & PARTNERS LLP helps clients achieve their financial goals and grow their wealth. Here are the key takeaways about how this financial expert can help clients:
- Expert financial advice from experienced advisors
- Tailored investment strategies to meet clients’ specific needs and goals
- A wide range of financial services offered
- Personalized attention and customized solutions for each client
Facts and Insights
SARASIN & PARTNERS LLP was founded in 2004 and has been providing top-notch financial services to clients for over 15 years. The firm has a team of over 100 advisors, each with extensive experience and expertise in the financial industry. SARASIN & PARTNERS LLP manages assets worth over $30 billion for its clients, making it one of the leading financial advisory firms in the country.
Over the years, SARASIN & PARTNERS LLP has gained a strong reputation for its effective and successful investment strategies. The firm stays up to date with the latest market trends and insights, allowing it to make informed investment decisions on behalf of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Company Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| SARASIN & PARTNERS LLP | $30 billion | Over 100 | 15 years |
Financial Services Offered
SARASIN & PARTNERS LLP offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services offered by the firm include:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
- Asset protection
Client Types
SARASIN & PARTNERS LLP serves a diverse group of clients, including individuals, families, and businesses. The firm caters to high-net-worth individuals as well as those just starting their wealth-building journey. Each client is given personalized attention and a customized financial plan to meet their specific needs and goals.
Fees & Compensation
SARASIN & PARTNERS LLP charges a fee for its financial services, which is based on a percentage of the assets under management. This fee structure aligns the interests of the firm with those of its clients, ensuring that the firm’s success is directly tied to the success of its clients’ investments. The firm is transparent about its fees and provides a clear breakdown of all charges to its clients.
Background
SARASIN & PARTNERS LLP was founded by a team of experienced financial advisors who saw the need for a firm that prioritized the needs and goals of its clients above all else. The firm has stayed true to this mission and has built a strong reputation for its exceptional client service and successful investment strategies.
Financial Advisor Disclosures to Know
As a financial expert, SARASIN & PARTNERS LLP is committed to maintaining the highest ethical standards and complying with all regulations and disclosures set by regulatory bodies. Some important disclosures to note about the firm include:
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
- Subject to the fiduciary standard, meaning the firm is legally obligated to act in clients’ best interests