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 (F2F & Online)
  • Advanced Investment Training for Charity Trustees
  • ESG Workshop - What You Need to Know and What You Need to Action


  • Annual Spring Investment Seminar (F2F & Online)


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: