David joined Saranac in 2015 as a Senior Advisor and served as an Executive Director from November 2016 to January 2018.  He is also the founder and Chief Executive of Pi Capital. David is also a senior advisor to AMG and BC Partners.

Edmond joined Saranac in 2016.  He previously worked at HSBC as the Head of Discretionary Portfolio Management, having held similar roles at Citigroup and Barclays.  Ed has over 20 years experience, holds the CFA and studied at University College London.

Elizabeth joined Saranac in 2017 as part of the On-Boarding team. Elizabeth joined from Rothschild Private Wealth where she was providing Client Service to HNW clients and prior to this, worked at Barclays Wealth in a similar role.

Emily joined Saranac in 2015 from Barclays, where she worked initially in a client facing role before moving into front office process improvement. At Saranac she works alongside Head of Clients. She has a Masters of Biochemistry from Oxford University.

Giovanni joined Saranac in 2016.  Previously he was an MD in the JPMorgan team covering UK/International family offices, senior financial executives, and entrepreneurs. Giovanni studied at Oxford and Cornell Universities and is on the UK Committee of charity: water.

Gordon joined the Board of Saranac in 2017 and chairs the Remuneration Committee. Gordon is Head of Strategy and Corporate Activity for Aberdeen Standard Investments. Previously, Gordon was joint CEO of Cantor Fitzgerald Europe and CEO at Intelli Partners.

Gray joined Saranac in June 2016 having previously advised the firm since its inception in May 2015. Gray has 25 years experience in the wealth and asset management field as a corporate and regulatory lawyer and was a partner at Mishcon de Reya.

Ian Harwood has worked as global macro economist in the City of London since the late 1970s and was Chief Economist of SG Warburg (1986-94) and Dresdner Kleinwort (1994-2008).

Jeff joined the Board of Saranac in 2017. Jeff is a U.S. based investor and an innovator in both the private equity and alternative asset industries.  He currently represents his family’s interest as founding partner of White Oak Equity Partners.

Jeremy joined Saranac in 2016, having started his career in 1982. Previously he was a Vice President of JPMorgan Private Bank, Head of Schroders advisory investment management business and latterly MD and Executive Committee member at Kleinwort Benson.

Maria joined Saranac Partners as a founding member in 2015 and is the Executive Assistant to the Co-managing Partners. Maria had worked with all of the founding members of the team for several years at Barclays prior to joining Saranac.

Maria Porta joined in 2017 from UBS and has over 17 years of experience advising UHNW clients. Prior to UBS she was Co-Head of the Barclays UHNW team Madrid. She is an accredited Banker in Europe and Switzerland. She has a degree in LAW and a 4 year Diploma EULaw.

Mark has worked in financial services for over 30 years and held a number of senior positions at Barclays including running the UK private bank and Investment Bank. Mark is also an active angel investor and holds a number of non-executive roles.

Megan joined Saranac in May 2018 and is responsible for front of house, as well as the assistant to the proposition team.

Michelle is responsible for managing Business Development at Saranac. Michelle was previously Head of Distribution within the Global Investments & Solutions Division of Barclays Wealth. Michelle has a degree in PPE from Oxford University.

Mike joined Saranac in 2017 from Floreat Group, a family office based in London, where he focused on direct investments. Mike has 14 years of experience, starting his career in investment banking at JP Morgan before moving to Barclays where he was a Director.

Ossama joined Saranac in 2016 having spent 15 years with Barclays covering Middle Eastern clients. Previous to that he spent 7 years with Flemings. Ossama started his career in 1975 with UBAF Bank and has a BSc from Manchester University and an MBA from City University Business School.

Paul joined Saranac in 2015 from Barclays and is responsible for management of commercial relationships with third-party providers servicing the proposition office at Saranac Partners. Paul has over 25 years financial services experience.

Phil joined Saranac in 2016. Prior to joining Saranac Phil was Head of Compliance for Lombard Odier’s European Private Bank and previously held similar roles with HSBC, Credit Suisse, Schroders and J P Morgan.

Richard is Chairman of the Saranac Investment Committee. After working as an economist at the Bank of England, he held senior investment roles at Warburgs, a Macro hedge fund, Gartmore and BlackRock.

Richard joined the Board of Saranac in 2017.  He has over 30 years’ experience in financial services, primarily at JP Morgan, and is now Deputy Chairman at Deutsche Börse AG, Senior Independent Director at Man Group plc and Independent Non-Executive Director at Rothesay Life plc.

Rick joined Saranac in 2015 as Head of Enterprise Technology. Rick was previously Head of Major Projects, Key Transactions & Events for Barclays End User Technology. Rick has an undergraduate degree in Computing from City University.

Rob joined Saranac in 2015 from Barclays and works both as part of the client adviser and private capital teams. Rob has Masters in medieval history from Oxford University and a BA from York University.

Robert joined Saranac in July 2016 from Barclays where he focussed on providing UHNW clients with capital market and private capital solutions. Robert has an undergraduate degree in Politics, Philosophy and Economics from Oxford University.

Robert joined the Board of Saranac as Chairman in 2017. He was also recently appointed as Chairman of Permanent TSB Group Holdings Plc in Ireland. Robert was previously Chairman and Senior Partner of Linklaters between 2011 and 2016. Robert continues to act as Partner Consultant and Chairman Emeritus for Linklaters.

Rupert joined Saranac in 2017 from Barclays where he was co-head of UHNW portfolio management. Formerly, Rupert was Head of Investment Management at Rothschild Wealth and a fund manager at Aberdeen Asset Management. Rupert is a graduate of Manchester University.

Rupert joined Saranac in 2018. He has previously worked at global banks including Julius Baer, Barclays and Credit Suisse covering UHNW clients and specialising in financial services. Rupert holds an MBA from Cass Business School and a Bsc Physics from Exeter University.

Sara joined Saranac in March 2016 and is responsible for HR. Sara has a Masters in Personnel and Development and a degree in Economics and History from Leeds University.

Simon joined Saranac in 2015 from Lombard Odier and manages both the Operations and Client Onboarding functions. Simon has 20 years experience in Operations, previously working at Close Brothers Asset Management, Rea Brothers and ING Barings.

Simon is joined Saranac in 2016. In addition to his role as CFO he also supports our Private Capital proposition. Simon previously worked for Barclays and started his career as a  consultant with Oliver Wyman. He holds a Masters in Engineering Science from the University of Oxford.

Steve joined Saranac Partners in August 2017. A Chartered Tax Advisor by background, he has a career in tax/financial services spanning 30 years including time at PwC, UBS, Credit Suisse, Coutts and latterly JP Morgan. He studied Geology at Imperial College and has a Masters from Royal Holloway College. He also holds the DipPFS qualification.

Steven joined Saranac in March 2018 having previously been with ARES Management.  He has over 17 years’ experience in European real estate finance, investment and asset management with JP Morgan and Citigroup.  Steven received his BA from Cornell University

Steven joined Saranac in April 2017 from Schroders as part of the Operations team.  Steven has an undergraduate degree in Mathematics & Finance from City University.

Suraj joined Saranac in 2016 responsible for Fund Manager Research & Selection. Previously at Barclays he was Head of Alternatives Portfolio Management. Suraj holds a BSc (Hons) in Actuarial Science from CASS Business School.

Tanvi is Managing Partner of Saranac and is responsible for all client activities. Tanvi was one of the founding partners of Saranac having been in Financial services for over 20 years. Tanvi has a Masters in Finance from LBS and a degree in Chemistry from the University of London.

Thymios joined Saranac in October 2017, from SDG, a strategy consulting boutique based in San Francisco. Thymios focuses on strategy and financial planning and supports the Private Capital team. He holds a BSc/MSc from National Technical University of Athens and a PhD from Georgia Tech.

Tom joined Saranac in 2017 as a Client Advisor. Prior to joining Saranac, Tom worked with a diverse HNW & UHNW client base at Barclays and latterly, Bank Leumi. He has a BA in History & Politics from Durham University and is a Member of the CISI.

William joined the firm in January 2017.  Over an 18 year career in wealth management William has advised a broad range of clients at C Hoare & Co, Kleinwort Benson, Barclays and most recently, Mirabaud. He graduated from Exeter University in 1999 with a degree in Business Economics.