Sarasin & Partners LLP is a London-based asset management group that manages £14.4 billion (as of 30th September 2019)

on behalf of charities, institutions, intermediaries, pension funds and private clients, from the UK and around the world.

Sarasin & Partners is known both as a market leader in thematic investment and for long-term income and dividend management across multi-asset and equity mandates. Consistent with a longer-term approach is a commitment to ‘stewardship’ principles, embedding environmental, social and governance considerations into the investment process.

CPD activities

Training Courses

  • Foundation Investment Training: Understanding your Responsibilities
  • Annual Investment Training for Private Client Advisors
  • Advanced Investment Training for Charity Trustees
  • Funds Network Nationwide Sales Events
  • Attribution Analysis – Ongoing Suitability and Measurement Webinar
  • Going Global for Income Webinar


  • Annual Spring Investment Seminar 2014
  • Funds Network Nationwide Sales Events 2016
  • A Taste of Thing to Come 2017
  • Advanced Investment Training Seminar for Private Client Advisers - 8th February 2017
  • Advanced Investment Training Seminar for Private Client Advisors 2018
  • Sarasin Thematic Strategy
  • Investment Seminar: Socially Responsible Investing
  • Bespoke Portfolio Service
  • Investment Strategy and Food As A Longer-Term Theme


Who should attend?
The Foundation Investment Training intensive half-day seminar is designed to give delegates a thorough understanding of the fundamental principles of charity investment, as well as their responsibilities as a trustee or charity manager.

Further Information: