Always on your side

Saranac Partners is a wealth management partnership based in London and launched in 2016. We pride ourselves on always being on the same side of the table as our clients.

Our
Approach

Saranac Partners is

underpinned by five core beliefs:

+ Straightforward

We believe in
keeping it simple

Today’s wealth management industry is characterised by complexity. Saranac Partners advocates a more straightforward approach that is based on thinking clearly and acting with focus. As a privately owned firm, we are able to dedicate all of our time and energy to serving private clients.

+ Intelligent

We believe in
talent

We believe deeply in intellectual capital, expertise, experience and credibility. We are also creative, lateral in our thinking, responsive and proactive. Our people and culture are our competitive advantage.

+ Specialist

We believe in
specialists

We believe we can deliver better results as an integrator, using a combination of in house expertise and our network of specialists. Our focus is knowing our clients and deploying expertise, creativity and resources to structure the best possible solutions. We work with partners freely and openly to do that.

+ Connected

We believe in
the power of the network

Saranac Partners believes in the power of the network and building connections with other successful individuals and institutions who offer a fresh perspective. We partner with firms across all aspects of managing and structuring private wealth.

+ Aligned

We believe in
being on the same side

Wealth management works best when we’re all on the same side. Our independence allows us to guide you to the most appropriate solution across the whole of the market, which we then deliver to you seamlessly.

Our
Story

+ Vision

Vision

Saranac Partners was founded by a group of like-minded colleagues. Their vision to build an independent financial advisory firm, dedicated to serving private clients, progressed from a conversation around the kitchen table at the end of 2014 to the firm of over 40 people that exists today. The firm was designed from a blank sheet of paper with the mindset of creating a business and model that was open-minded, unencumbered and forward facing.

+ Clients

Serving individuals and families

Our mission is simple. We aim to be a centre of resource and expertise to support a small number of clients. Through a combination of in-house expertise and strategic partnerships, we provide clients with the service of a family office alongside the capabilities of a large institution. Our approach is attractive to individuals and families with assets held in a variety of structures, and often across multiple jurisdictions, who are looking for a comprehensive and bespoke service. We offer confidential advice, new ideas and innovative ways to protect, grow and transfer wealth.

+ Expertise

An expert team

In all areas people are critical. At a time when managing wealth arguably involves more risks, opportunities and complexities than ever before, Saranac Partners has the experience, insight and network required to solve today’s financial challenges. Our ambition was to create a firm built on a sustainable partnership of clients, staff and investors. Our people care deeply about our clients and about the firm.

+ Advice

Whole firm focus

We put our resources, flexibility and creativity at our clients disposal. Our expertise ranges from investment management and trust and fiduciary services to lending and corporate finance. This breadth allows us to take a comprehensive view of your wealth and then find the most effective strategies for your personal assets and business interests.

+ Technology

At the cutting edge

Our proposition and people are strengthened by the use of an integrated and scalable technology platform specifically designed for private clients. The latest technology also enables us to communicate effectively, by providing information about account balances, transactions and valuations via our own digital application that is clear, detailed and tailored to individual needs.

Our Proposition

Saranac Partners takes a comprehensive view of wealth across five key areas:

Portfolio Management

    Multi-asset Portfolios
  • Focused Portfolios

Advisory Investments & Execution

    Investment Advisory
  • Active Advisory
  • Portfolio Analytics

Wealth Structuring & Fiduciary

    Wealth Planning
  • Project Management and Execution
  • Oversight and Administration

Financing & Solutions

    Portfolio Finance
  • Structured Credit
  • Asset Finance
  • Utility Credit

Private Capital

    Originating and Sourcing
  • Advisory and Execution
  • Post-deal Administration
Multi-custodian advisory and reporting capability

Saranac Partners Limited is authorised and regulated by the Financial Conduct Authority.

Our proposition is materially enhanced by the power of our network. We have established a set of core partners which give our proposition an institutional quality:

Our Team

The team at Saranac Partners is made up of a diverse range of experienced people from leading institutions across the industry.

An independently chaired Board to maintain the highest standards of governance and control. Having an independent Board ensures the protection of the alignment of interests between the firm and its clients, employees and shareholders.

The team at Saranac Partners is comprised of highly experienced individuals, many of whom have worked closely together for a number of years. This brings deep alignment of values and goals.

A partnership of relationship managers, proposition, operations and technology experts from across the industry. We have assembled a team that is committed to serving private clients and have all the expertise required to meet client needs.

Allan Clayton

Allan joined Saranac in December 2017 from UBS Wealth Management as part of the Operations team. Allan has over 17 years experience in private banking and has a bachelor’s degree in Mathematics & Management from King’s College London.

Allan
Clayton

Operations
Andrew  Catterall

Andrew joined Saranac in 2015 with responsibility for building the technology and operations platform including the client reporting application. He brings more than 25 years of experience in investment management and management consulting.

Andrew
Catterall

Chief Operating Officer
Andrew Doughty

Andrew joined Saranac in 2016 having advised the firm since its inception in 2015. Andrew has over 20 years investment banking experience at Hoare Govett, Phoenix, DLJ and Citigroup. Andrew is a member of CISI and a graduate of the LSE.

Andrew
Doughty

Corporate Finance
Benjamin  Akesson

Benjamin joined Saranac in 2016 from Barclays to focus on bespoke investment solutions, advisory and execution. Benjamin has an undergraduate degree in Accounting & Finance from the University of Warwick.

Benjamin
Akesson

Advisory Investments and Execution
Brent  Seery

Brent joined Saranac in 2016 from Barclays where he led the UHNW investment proposition. Brent formerly worked at Morgan Stanley as an Investment Advisor. He studied at the University of Sydney and completed his studies at the University of Vienna.

Brent
Seery

Advisory Investments and Execution
Christina Kordosis

Christina joined Saranac Partners in 2016 from Sanctuary Personnel where she acted as Assistant to the MD, CEO and CFO. Prior to this Christina held the dual responsibility of Assistant to the Executive team and Office Manager at IV Global.

Christina
Kordosis

Assistant
Christophe Savinas

Christophe joined Saranac in 2018 from NNS Advisers, a London based Family Office, where he was the Investment Strategist. Previously, Christophe was a Fixed Income Portfolio Manager at Societe Generale Private Bank in Luxembourg. Christophe holds a MSc in Risk & Asset Management from the EDHEC Business School.

Christophe
Savinas

Advisory Investments and Execution
Daniel  Green

Dan joined Saranac in June 2016. Previously he spent a number of years at Barclays covering HNW & UHNW clients focusing on entrepreneurs and business leaders. Dan studied Economics and is a Member of the CISI.

Daniel
Green

Client Advisor

Our News

At Saranac Partners we are proud to share our news, achievements and financial insights.

Saranac Partners confirms management team to drive the next phase of growth

Read More Saranac Partners, is pleased to confirm the company’s management team as it lo…

Saranac Partners to speak at Vie International Financial Services and Private Equity Europe Forum Conferences

Read More Giovanni Revedin, Ed Klinke and Robert Crowter-Jones to speak at upcoming confer…

Azeem Azhar – Saranac Partners client event

Read More Saranac Partners was delighted to welcome Azeem Azhar as a guest speaker for a c…

Saranac Partners advises on £14.5 million acquisition

Read More Development Finance Today reports on Globe Invest Limited moving into mezzanine…

Contact Us

If you are interested in exploring new ideas and ways to manage your wealth, please contact us.

16 St James's Street
London
SW1A 1ER

Press Enquiries
[email protected]
Please ask for Peregrine Communications
Saranac Partners Office