How does the advisor help clients – Key Takeaways:
Sarasin & Partners LLP is a leading independent wealth and investment management firm that provides personalized financial solutions to clients. They have a team of highly trained experts who are dedicated to helping individuals, families, and institutions achieve their financial goals. Their services go beyond traditional financial advice and planning, as they specialize in creating tailored investment portfolios and providing long-term strategic guidance.
If you are seeking a financial advisor to help you grow and protect your wealth, Sarasin & Partners LLP offers a unique blend of expertise and experience that can assist you in achieving your financial objectives. They work closely with each client to understand their unique needs, goals, and risk tolerance and then develop a customized plan that aligns with their financial goals.
Facts and Insights:
Sarasin & Partners LLP has been in the financial services industry for over 200 years and has established a solid reputation for consistently delivering exceptional services to their clients. They have a team of over 150 advisors who are located across the UK, Europe, and the Middle East, providing a global reach. Their commitment to delivering personalized services and putting their clients’ interests first has earned them a loyal client base and numerous industry awards.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| £16 billion | 150+ | over 200 years |
| $20.2 billion | 150+ | over 200 years |
| €18.1 billion | 150+ | over 200 years |
Financial Services Offered:
Sarasin & Partners LLP offers a wide range of financial services, including investment management, wealth planning, trustee services, and philanthropy advisory. From individuals looking to grow their wealth to businesses seeking retirement planning solutions, their team of experts can provide comprehensive financial guidance and tailored investment solutions to meet their clients’ specific needs.
Client Types:
Sarasin & Partners LLP serves a diverse clientele, including high-net-worth individuals, families, institutions, and charities. They have experience working with clients from different backgrounds and financial objectives and can adapt their services to meet the needs of each client. Their long-term relationships with their clients are a testament to their commitment to understanding and fulfilling their clients’ unique needs and goals.
Fees & Compensation:
Sarasin & Partners LLP believes in transparency when it comes to fee structures and is committed to ensuring their clients fully understand the cost involved. They offer competitive fee structures based on a percentage of assets under management, and there are no additional fees or commissions for their services. They are also a fee-only firm, which means they do not receive any compensation from third parties, allowing them to provide unbiased financial advice to their clients.
Background:
Sarasin & Partners LLP was founded in 1798 and has since grown to become one of the most respected and trusted wealth and investment management firms in the UK and Europe. They are known for their long-term approach to investing and their dedication to understanding and fulfilling their clients’ needs and goals. Their team of advisors brings a wealth of expertise and experience to the table, making them a top choice for those seeking reliable and personalized financial services.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Sarasin & Partners LLP is required to disclose any potential conflicts of interest to their clients. They are committed to transparency and will always disclose any potential conflicts before entering into a client relationship. They also have a strict code of ethics and adhere to all industry regulations, ensuring their clients’ best interests are always their top priority.