Our People

Our People

We are a team that reflect the diverse needs of our clients

A partnership bound together by a collective vision and a common ethos. We believe deeply in intellectual capital, expertise, experience and credibility. We are creative, lateral in our thinking, responsive and proactive.

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Akshar Patel

Akshar Patel

Client Services

Client Services

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Akshar is a member of the Client Services Team at Saranac Partners.

He works alongside Salah Alrawi and Katherine Rees-Oliviere to help support clients in their investment and financial affairs.

Prior to joining the team, Akshar has spent over a decade working for large International Banks, Multi Family Offices and Private Markets advisory businesses managing individuals and corporate clients.

Akshar received a BA Dual Honours in Economics and Management Science from Keele University.

Alberto Gomez

Alberto Gomez

Operations EU

Operations EU

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Alberto is the Head of Operations at Saranac Partners Europe. He is responsible for the day-to-day operational management of the European office, the relationship with external vendors and the regulatory compliance requirements of the firm.

Prior to joining Saranac Partners Europe in February 2022, Alberto worked for over 10 years in Private Banking for the French group Crédit Agricole (CA Indosuez Wealth Management), leading the operations teams in Spain as well as steering a number of key strategic European projects.

Alberto is trilingual in French, Spanish and English. He holds a degree in economics from the University of Santiago de Compostela and a master’s degree in banking with a specialisation in derivatives from EF Business School.

Allan Clayton

Allan Clayton

Operations

Operations

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Allan joined Saranac Partners in December 2017 as part of the Operations team, ensuring efficient day-to-day operations, and implementing processes to ensure helpful supporting of the front office and clients

Allan has over 18 years experience in private banking, having previous worked for UBS, Ruffer LLP, AXA, Rothschilds, Cazenove and Schroders.

Allan holds a bachelor’s degree in Mathematics & Management from King’s College London.

Benedicte Perrier-Dordain

Benedicte Perrier-Dordain

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Benedicte is a Client Advisor at Saranac Partners.  She advises a diverse client base on all their financial affairs, from wealth planning to investments across all asset classes.

Having built relationships over more than 15 years and covering multiple generations, Benedicte provides expertise on long-term planning and evolving investment horizons.

Benedicte joined Saranac in 2019, having worked in wealth management at UBS and ACPI, as well as capital markets at the European Bank for Reconstruction and Development.

She is a graduate of HEC Paris and holds a Masters Degree in economics from  Sciences Po Paris.  Benedicte is a French national and a fluent Russian speaker.

Benjamin Akesson

Benjamin Akesson

Advisory Investments & Execution

Advisory Investments & Execution

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Ben is an Investment Advisor at Saranac Partners. He specialises in cross-asset advisory, analytics and execution.

Ben provides bespoke investment solutions and idea generation across a variety of asset classes. He performs investment analysis for clients and focuses on enhancing the trading capabilities of the firm.

Prior to joining Saranac in 2016, Ben worked within the Portfolio Solutions team at Barclays Wealth & Investment Management.

Ben gained his undergraduate degree in Accounting & Finance from Warwick Business School.

Brent Seery

Brent Seery

Advisory Investments & Execution

Advisory Investments & Execution

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Brent is an Investment Advisor at Saranac Partners, a member of the Investment Committee and responsible for the firm’s Proposition. He specialises in multi-asset class investment advisory and tactical opportunities, while providing outsourced CIO solutions to family office clients.

Brent joined Saranac in 2016 from Barclays where he led the UHNW investment proposition and 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.

Charlotte Beechey

Charlotte Beechey

Analyst

Analyst

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Charlotte Beechey joined Saranac in June 2022. She began working in our London office assisting the Client Service team and currently works in Saranac Partners Europe as an Analyst supporting the Client Advisors and backoffice.

Charlotte is currently studying Commerce at Complutense University in Madrid and has completed summer courses at ESIC Business School.

 

Christophe Savinas

Christophe Savinas

Advisory Investments & Execution

Advisory Investments & Execution

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Christophe leads the fixed income proposition at Saranac Partners across discretionary and advisory portfolios. He is a member of the Investment Committee and also specialises in derivatives and structured products

Prior to joining Saranac in 2018, Christophe spent 7 years as the Investment Strategist at a London based single Family Office, advising on a multi-billion dollar balance sheet. Christophe started his career as a Fixed Income Portfolio Manager at Société Générale in Luxembourg.

Christophe is a French citizen and holds an Master of Science in Risk & Asset Management from EDHEC Business School.

Connor Tucker

Connor Tucker

Operations

Operations

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Connor is an Analyst within the Operations team at Saranac.
Prior to joining Saranac in December 2021, Connor worked at Fusion Wealth, where he was a Trading & Settlements Specialist for two years.
Connor graduated from the University of Sussex in 2019 with a master’s degree in Financial Mathematics, he also holds a first-class honours bachelor’s degree in Mathematics.

Daniel Green

Daniel Green

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Dan joined Saranac Partners in 2016 and is responsible for managing client relationships, advising on the effective allocation of capital and delivering bespoke investments and solutions. Dan’s particular area of interest and focus is supporting the founders of high-growth technology businesses. Over the last ten years, he has built trusted relationships across the European tech community.

Previously, Dan spent a number of years working with entrepreneurs at Barclays. Prior to this, he worked for a mid-market consultancy where he served private and public companies across sectors.

Dan holds a BA in Economics and is a Member of the CISI.

Daniel Walker

Daniel Walker

Advisory Investments & Execution

Advisory Investments & Execution

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Daniel is part of the Proposition team at Saranac Partners. He specialises in data, analytics and execution. He performs investment analysis for clients, develops management information solutions and enhances the trading capabilities of the firm. At Saranac, he has also worked as part of the Operations team, focusing on performance, automation and data integration.

Daniel joined Saranac in 2019 from SS&C Technologies where he held roles in both Client Finance and Enterprise IT, providing services to asset managers and hedge funds.

Daniel holds a B.Sc. in Mathematics from the University of Bristol and the IOC from the CISI.

Edmond Klinke

Edmond Klinke

Portfolio Management

Portfolio Management

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Edmond Klinke joined Saranac in 2016 as a Portfolio Manager and member of the Investment Committee.

Prior to Saranac he managed Discretionary Portfolio Management teams at both HSBC and Barclays Wealth.  Ed started his career at Citigroup Asset Management as a portfolio manager in the emerging markets team, and later was responsible for managing the global equity model as well as portfolio construction and risk management of multi-asset class portfolios.

Ed has over 25 years of industry experience, a B.A. (Hons) degree in Business Studies and Italian from University College London and is a CFA charter holder.

Ella Carmichael

Ella Carmichael

Client Services

Client Services

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Ella is a member of the Client Services Team at Saranac Partners.

She works alongside our Client Advisors, Proposition and Operations teams to help support clients in their investment and financial affairs.

Prior to joining Saranac in 2020, Ella worked for a social impact organisation and a boutique M&A firm. She holds a BA in History.

Emily Hooton

Emily Hooton

Client Services

Client Services

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Emily works across the client team, management and operations. She provides business management support, looking at data, KPIs and end to end processes.

Emily joined Saranac in 2015 from Barclays where she started as part of the client team and later joined the COO team looking at how to improve client processes.

Emily has a Masters in Biochemistry from Oxford University and has cycled and ran across Europe for charity.

Gonzalo Ozores

Gonzalo Ozores

Advisory Investments & Execution

Advisory Investments & Execution

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Gonzalo has over 17 years of private banking experience, he is a specialist in multi-asset portfolio construction and alternative investments. He joined the company after working in Geneva for 9 years as an investment advisor at Credit Suisse for both Spanish and Portuguese families. Previously, he worked for UBS advising large Spanish Family Offices and Latin American clients. Gonzalo holds a double degree in law and business, as well as the CFA, CAIA and CMT certificates that accredit his specialization in markets and all types of assets.

Ilinca Calin

Ilinca Calin

Client Services

Client Services

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Ilinca is a Client Service Associate and member of the Client Services Team.

She works alongside Oliver Wilson to help support clients in their investment and financial affairs.

She joined Saranac in 2021, having worked in wealth management at Rothschild & Co and Raymond James Financial.

Jacobo Duran

Jacobo Duran

Private Capital

Private Capital

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Jacobo is part of the Private Capital proposition at Saranac Partners, supporting the team across its diverse range of investment & advisory mandates through public and private markets.

Prior to joining Saranac in 2023, Jacobo worked in the Acquisition Finance and Ratings Advisory team at Société Générale Corporate & Investment Banking in London. Jacobo specialised in the financing and advisory to large investment grade and non-investment grade European corporates.

Jacobo holds a Bsc in International Business Management from the University of Surrey with a placement year.

Jeff Walsh

Jeff Walsh

Non-Executive Director

Non-Executive Director

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Jeff joined the Board of Saranac Partners in 2017 as a non-Executive Director.

He is a U.S. based investor and an innovator in both the private equity and alternative asset industries.

Jeremy Brown

Jeremy Brown

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Jeremy joined Saranac Partners as a Founding Partner in August 2016.

He advises a diverse group of UK entrepreneurs and families across their investment portfolios and broader family issues.  Jeremy is an experienced finance professional and adviser, having started his career in 1982 working for Laurie Milbank.

Over the course of his career he has held senior positions at Flemings, JPMorgan, Schroders and Kleinwort Benson. He also acts as Chairman to one of our client’s investment companies and has previously served on the management board of Bradford Estates.

Jeremy is a Fellow of the Chartered Institute for Securities & Investment.

 

Jerry del Missier

Jerry del Missier

Non-Executive Director

Non-Executive Director

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Jerry del Missier founded Copper Street Capital in July 2015. Mr. del Missier is responsible for overseeing all investment activities within the firm and setting the firm’s strategic direction. He has extensive experience in the financial services industry including business acquisition, growth, restructuring and reengineering. Prior to founding Copper Street, Mr. del Missier was Co-Chief Executive Officer of Barclays Corporate & Investment Bank and subsequently, Chief Operating Officer for Barclays Bank Plc (1997-2012). During his time at Barclays he held various executive leadership positions and he played a key leadership role in the acquisition and integration of Lehman Brothers and the post-crisis restructuring of the bank. Previously, Mr. del Missier was a Senior Managing Director of Derivative Products for Bankers Trust (1988-1997). Mr. del Missier started his career at Scotiabank (1987-1988) in Toronto. Mr. del Missier holds an MBA from Queens University (1987) and a BSc in Chemical Engineering from Queens University (1985).

Joel Heilpern

Joel Heilpern

Operations

Operations

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Joel joined Saranac Partners in September 2022 as part of the Operations team.

Prior to Saranac, Joel worked at Shard Capital LLP managing high value IPO transactions and multi market settlements.

Joel completed 4 years at Dolfin Financial UK LTD in a 360-investment operations role supporting traders on their multi asset desk.

Joel graduated from Leeds University with a BA in International Business. Over the past several years, Joel has also been running an International Cryptocurrency spot and derivatives social media group.

Karan Luximon

Karan Luximon

Private Capital

Private Capital

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Karan is part of the Corporate Finance division.

He has over 10 years of corporate finance experience and provides clients with strategic advice in relation to their businesses. He has developed a strong expertise and an outstanding deal completion track record across a variety of sectors including technology, industrials, consumer and business services.

Karan holds a dual Masters degree in Telecom Technology and Finance from Institut Mines-Telecom and Paris Dauphine University. He started his career within the investment banking division of Société Générale in London advising on large leverage buyouts, and subsequently held roles at Stanhope Capital and finnCap Cavendish where he specialised in business sales.

He has been involved in over 40 corporate finance transactions. Successful projects include Sell-Side/Buy-Side M&A, Public-to-Private, LBO and Fundraising transactions.

Katherine Rees-Oliviere

Katherine Rees-Oliviere

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Katherine is a Client Advisor at Saranac Partners. She joined Saranac in 2018 from ACPI, where she was a Managing Director.

Katherine has over 20 years’ experience working with clients including entrepreneurs, foundations, smaller corporates and family offices across the UK and Europe. She spent the majority of her career at Morgan Stanley and Credit Suisse.

Katherine holds a BA in Modern Languages from University College London.

Kathy Cleary

Kathy Cleary

Finance

Finance

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Kathy joined Saranac in September 2020 and leads our internal finance function. She provides internal financial support to both client advisors and the operations teams.

Kathy has an LLB from UCL and qualified as a Chartered Accountant with PricewaterhouseCoopers in Southampton, London and Amsterdam. She then moved into Private Equity investing and spent six years at 3i Group plc, originating and executing investments for their €5bn buyout fund. Most recently, she ran her own business helping Private Equity houses source and appraise Executive and Non-Executive management for their portfolio companies.

Keerut Dua

Keerut Dua

Advisory Investments & Execution

Advisory Investments & Execution

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Keerut specialises in multi-asset class investment advisory and tactical opportunities with a focus on Equities and Equity Derivatives.

Prior to joining Saranac in January 2021, Keerut worked at Citigroup within the Institutional Client Group, working as an Equity Derivatives specialist for Hedge Fund clients. He has experience with cross asset macro, tactical single stock and special situations, as well as derivatives knowledge ranging from vanilla listed to exotic & hybrid products.

He studied Politics, Philosophy & Economics (BSc) at the University of Warwick.

Lucia Cuartero Lantero

Lucia Cuartero Lantero

Compliance Officer

Compliance Officer

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Lucía is our Compliance Officer at Saranac Europe. She ensures our Spanish entity complies with current regulations, offering expertise in AML, Mifid2, Market Abuse, Conflict of Interests, and Data Protection. Her extensive background aligns seamlessly with Spanish and European market practices.

A graduate in Law, Lucía began her professional career in the Legal department of BNP Paribas, later moving to the compliance area where she worked for 16 years, including a period as an expatriate at the French Group’s headquarters in Paris.

Martin Gilbert

Martin Gilbert

Non-Executive Director

Non-Executive Director

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Martin Gilbert has over 35 years’ experience in the financial services sector. Martin was a co-founder and former chief executive of Aberdeen Asset Management PLC; building it into a leading global asset manager.

He is currently Chairman of Revolut Limited, Toscafund and Deputy Chairman of River and Mercantile Group PLC. He is also the Senior Independent Director at Glencore plc.

Martin holds a MA in Accountancy and a LLB in Law from the University of Aberdeen.

Martin Lee

Martin Lee

Private Capital

Private Capital

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Martin is part of the Private Capital and Financing & Solutions team at Saranac Partners.

Prior to Saranac, Martin worked in the investment banking division at Wells Fargo Securities in the Real Estate Syndicated Finance group specialising in the origination, structuring and distribution of debt for global US sponsors for acquisition, refinancing and event driven mandates. Martin also worked at direct lending manager Fiduciam focusing on short-term commercial real estate financings.

Martin earned a BSc in Accounting & Finance and MSc in Finance & Investment from the University of Bristol and holds the designation as a Financial Modelling & Financial Analyst (FMVA) from the Corporate Finance Institute.

Maxi Ducam-Davies

Maxi Ducam-Davies

Client Services

Junior Client Advisor

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Maxi is a Junior Client Advisor at Saranac Partners. He works alongside other Client Advisors to provide expertise on Saranac’s propositions across all asset classes, supporting clients with their investment strategy and varied financial requirements.

Maxi joined Saranac in 2023 from Plurimi Wealth, having gained experience in London and New York, ranging from private equity debt origination to growing a proptech startup.

Maxi graduated from the University of Nottingham with a BA (Hons) in Finance and is a member of CFA UK. Maxi speaks English and French.

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Michael Lutter

Compliance

Compliance

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Michael is part of the compliance team at Saranac Partners, advising on a diverse range of UK and EU regulatory risk and compliance matters.

Working with the client adviser and proposition teams, he manages the monitoring programmes at Saranac, focusing on anti-money laundering and risk management, market abuse and suitability, alongside the approvals processes for investment and marketing materials and client onboarding.

Prior to joining Saranac, Michael worked with funds-based entities, corporate financial advisers, VC and PE firms at IQ-EQ within their regulatory hosting business.

Michael has a bachelor’s degree in politics and international relations and a master’s in law.

Michelle Witter

Michelle Witter

Business Development

Business Development

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Michelle leads business development at Saranac Partners and was one of the founding partners of the firm. Michelle works with strategic clients and partners and is responsible for marketing and communications.

Prior to joining Saranac, Michelle was Head of Distribution within the Global Investments & Services division within Barclays Wealth.

Michelle holds a degree in PPE from Oxford University.

Miguel Nigorra

Miguel Nigorra

Client Advisor & Partner

Client Advisor and Partner

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Miguel Nigorra is a client advisor and partner at Saranac Partners Europe. He joined Saranac in September 2022 from Banca March, a family owned private bank.

Previously and over 20 years, Miguel has worked for both national and international based private and institutional clients in The Citibank Private Bank, UBS, Banco Santander International, and Banco Popular. The main motivation in his carrier as a client advisor has been keeping a client centric approach to all areas of advisory.

Miguel spent around 12 years living in the UK, and has a BA (Hons) degree form the European Business School, a constituent school of Regent’s University London and a PDG form I.E.S.E Business School.

Mike Dardis

Mike Dardis

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Mike Dardis is a Client Advisor at Saranac Partners who works with a range of UK and internationally based private clients, families and other sophisticated investors.

Mike has a multi-disciplinary background in investments and advisory. His career in finance started in 2004 trading at JP Morgan before he moved to Barclays where he spent over 7 years. Prior to joining Saranac in 2017, Mike had spent 3 years advising an international private office.

Mike holds a BSc in Psychology from Birmingham University in addition to various finance qualifications.

Oliver Wilson

Oliver Wilson

Oliver Wilson is a Client Advisor at Saranac Partners.

Prior to Joining Saranac, Oliver was a Managing Director at UBP and a partner at ACPI.

Oliver started his career at UBS Investment Bank specialising in Mergers & Acquisitions with a particular focus on technology and business services companies. In 2008 he moved into UBS’s Wealth Management business where he looked after a diverse mix of Ultra High Net Worth Resident Domiciled and Resident Non-Domiciled families.

Oliver holds an Masters degree from the University of Edinburgh and studied at the École du Louvre.

Pearse McAteer

Pearse McAteer

Private Capital

Private Capital

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Pearse is part of the proposition team at Saranac, focused on the origination and execution of real estate transactions across both debt and equity opportunities.

Prior to joining Saranac in 2023, Pearse was an Investment Manager within the credit opportunities fund of M7 Real Estate, a pan-European real estate firm with a focus on value-add opportunities. Pearse focused on credit opportunities across the capital structure on a pan-

European basis, with a particular focus on the UK.

Pearse holds a Bachelors in Finance from York University and started his career at Goldman Sachs in London.

Philip Dench

Philip Dench

Compliance

Compliance

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Phil joined Saranac Partners in July 2016 as the Head of Governance. Phil is responsible for Risk and Compliance, a role which includes the prevention of financial crime and data protection.

Prior to joining Saranac Phil was the European Head of Compliance at Lombard Odier, where he oversaw Compliance for Europe. Before Lombard Odier Phil worked at HSBC where he was the Head of Compliance for HSBC Private Bank UK and Channel Islands.

Phil has held a number of senior compliance roles in Private Banking at JP Morgan, Schroders and Credit Suisse, covering the UK, Channel Islands and Switzerland.

Phil is a qualified Public Finance Accountant and gained his Economics degree from Swansea University.

Poppy Laird

Poppy Laird

Assistant

Assistant

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Poppy is Front of House and Team Assistant to the Proposition team at Saranac Partners. Poppy joined Saranac in 2023 from a recruitment company in the city, where she managed front of house and office admin. Prior to this Poppy completed a business administration apprenticeship in Finance and went on to be a team assistant for blu-3, an international infrastructure company.

Rebekah Morris

Rebekah Morris

Client Services

Client Services

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Rebekah is part of the client team working alongside Rob Rayner and Jeremy Brown helping to advise an eclectic group of families across their financial affairs.

Rebekah joined Saranac in 2023 from Barclays after completing their graduate scheme in Private Banking and Wealth Management, and holds a BSc in Economics and Politics from the University of Bristol.

Richard Berliand

Richard Berliand

Non-Executive Director

Non-Executive Director

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Richard Berliand’s career in the Financial Services sector spans over 35 years. He retired from a full time executive role at J.P.Morgan in 2011. During his 23 years with the Firm, he was involved in multiple asset classes and geographies, most recently as Managing Director leading the Global Cash Equities and Prime Services businesses and chairing the firm’s Market Structure practice.

Richard’s current non-executive activities include a number of roles in the markets arena, including as Chairman of TP ICAP plc, the world’s largest inter-dealer broker, and Senior Independent Director of Man Group plc, the largest listed hedge fund group. Previous non-executive positions have included Deutsche Börse AG, Rothesay Life plc, LIFFE and London Clearing House.

Richard Urwin

Richard Urwin

Chair of the Investment Committee

Chair of the Investment Committee

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Richard Urwin is Chairman of the Investment Committee.

Along with other members of the Committee, he is responsible for developing and implementing the investment frameworks used by Saranac to manage client assets. These includes asset allocation, security selection and the selection of external managers. He is also involved in communicating Saranac views and performance directly to clients.

Prior to joining Saranac, he was Head of the Outsourced CIO function at BlackRock in Europe, responsible for managing $80bn of assets. He was previously Head of Economics and Asset Allocation at Gartmore Fund Managers, and an Economist at Warburgs, the Investment Bank.

Richard has a BA and an MA in economics, an MBA, and an MA and MRes in philosophy.

Rick Bains

Rick Bains

Technology

Technology

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Rick is Head of Technology at Saranac Partners. He is responsible for innovating, advising and managing the firm’s technology and infrastructure. As part of the COO’s office he is also responsible for the firms real estate and steers several projects on operational and cost efficiencies.

Prior to Saranac Partners, Rick was Head of Major Projects, Key Transactions & Events for Barclays.

He has over 20 years IT consulting experience with a number of firms including global mining company Riotinto and multinational engineering and electronics company Bosch.

Rick has an undergraduate degree in Business Computing from City University London.

Robert Crowter-Jones

Robert Crowter-Jones

Private Capital

Private Capital

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Robert is a member of the Private Capital and Financing & Solutions proposition team at Saranac Partners. He supports clients source, structure and execute corporate finance related opportunities.

Robert has helped clients raise debt and equity capital at Saranac and is involved with the complex illiquid investment assets that clients hold.

Prior to joining Saranac in 2016, Robert worked at Barclays where he had developed private equity, debt and real estate syndication offerings.

Robert holds a BA in Politics, Philosophy and Economics from the University of Oxford.

Robert Rayner

Robert Rayner

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Rob is a Client Advisor at Saranac Partners. He works alongside Jeremy Brown advising an eclectic group of families across their financial affairs.

Rob joined Saranac in 2015 from Barclays where he spent 7 years including helping to launch a Barclays wide initiative focussed on helping high growth businesses and entrepreneurs. At Saranac he has worked as part of both the client advisor and private capital teams.

Rob holds a BA in History from the University of York and a Master of Studies in Medieval History from the University of Oxford.

Salah Alrawi

Salah Alrawi

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Salah Alrawi is a Client Advisor at Saranac Partners.

He joined Saranac in 2019 from ACPI, where he was a partner. Previously Salah was a Managing Director at Credit Suisse UK Private Bank and an Executive Director at Morgan Stanley where he spent 14 years.

Salah studied Economics and French at St Mary’s College, California.

Samson Leach

Samson Leach

Operations

Operations

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Samson is an Operations and Technology Analyst at Saranac Partners, contributing since March 2023. Previously, he honed his skills at Sanlam, specialising in reconciliations and implementing data controls. Samson graduated with a BSc (Hons) in Mathematics from the University of Exeter in 2020. With a penchant for coding, he enjoys automating back-office processes.

Sara Sleater

Sara Sleater

Human Resources

Human Resources

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Sara has a long track record of providing Human Capital services to blue chip businesses in the Financial Services sector, including multi-asset global investment firms, and investment trusts.

She provides support across all aspect of Human Capital including, Recruitment, Training and Development, Reward and Employee Engagement

Sara holds a Masters in Personnel and Development and a BA in History & Economics from Leeds University.

Sharon Johal

Sharon Johal

Legal

Legal

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Sharon has over 20 years’ experience in international financial markets and investment management. Prior to joining Saranac, Sharon held senior management and leadership roles with leading investment banks, international asset management firms and one of the largest global sovereign wealth funds. Specialising in all aspects of complex international banking, finance, international corporate/commercial law, fund structuring and formation, asset management and corporate governance & compliance.

Sharon has a proactive and an entrepreneurial approach to managing legal and regulatory issues in a cost-effective manner, overseeing key asset and project management, start-ups and fund launches, corporate governance, regulatory compliance, development and asset management activities in wide ranging asset classes. She is an exceptional communicator focusing on developing relationships with diverse clients, board members and stakeholders. Sharon has a comprehensive understanding of the regulatory issues currently facing the financial services industry and designing robust legal risk management systems.

Simon Bowden

Simon Bowden

Operations

Operations

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Simon is Head of Operations and Onboarding at Saranac Partners. He manages a dynamic team that supports the business with all operational matters and take-on of new clients.

Simon works closely and has built strong relationships with the custodians that Saranac has chosen to partner with.

Prior to joining Saranac in 2015, Simon worked at Lombard Odier and Close Brothers and has spent over 20 years working within Operations.

Simon Latham

Simon Latham

Chief Financial Officer

Chief Financial Officer

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Simon is Saranac Partners’ CFO and also supports some of our Private Capital work.

He joined Saranac Partners in 2016 having previously worked for Barclays in corporate strategy and chief of staff roles.

Simon started his career as a management consultant with Oliver Wyman where is worked with financial services businesses across Europe.

He holds a Masters in Engineering Science from the University of Oxford.

Sophie Hacking

Sophie Hacking

Assistant

Assistant

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Sophie is Front of House and Team Assistant to the Management team at Saranac Partners. Sophie joined Saranac in 2022 from Britannia Global Markets where she managed the front of house and office admin. Prior to this Sophie acted as Front of House Ground Floor manager at No. 1 London Bridge where she managed a team of receptionists and acted as assistant to the building manager.

Stephen Griffiths

Stephen Griffiths

Wealth Advisory

Wealth Advisory

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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 Griffiths

Steven Griffiths

Operations

Operations

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Steven is an Operations and Technology Analyst at Saranac Partners.  Working within the Operations Team, the focus of his work is to help build and develop the operations and technology platform.

Prior to joining Saranac in April 2017, Steven worked with in Portfolio Services and Emerging Market Equities at Schroders.

Steven holds a BSc (Hons) in Mathematics and Finance from City University/CASS Business School.

Suraj Valand

Suraj Valand

Manager Selection

Manager Selection

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Suraj is responsible for Fund Manager Research & Selection at Saranac Partners.

Prior to joining Saranac Partners in 2016, Suraj was at Barclays where his most recent role was Head of Alternatives Portfolio Management. Suraj began his career in 2005 within the alternatives research team at a Middle Eastern Multi-Family Office focusing on hedge funds.

Suraj holds the CAIA qualification and level I of the CFA and graduated from CASS Business School with a BSc (Hons) in Actuarial Science.

Talveer Atwal

Talveer Atwal

Private Capital

Private Capital

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Talveer is part of the proposition team, supporting the private and public markets funds platform at Saranac Partners.

Prior to joining Saranac in 2022, Talveer worked as part of the investment team at the Nationwide Pension Fund, primarily focusing on private market fund investing across Europe and the US.

Talveer holds a BSc in Accounting and Finance and is a member of the Association of Chartered Certified Accountants.

Thomas L. Kalaris

Thomas Kalaris

Founder

Founder

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Tom served as the Chief Executive of Barclays Wealth. As part of the executive team that founded Barclays Capital, Tom was also a member of the Barclays Group Executive Committee and Executive Chairman of the Americas. Previously, he had spent 18 years at JP Morgan where he held a number of roles, including head of fixed income sales, trading and research. He has served on the US Treasury Borrowing Advisory Committee and was chair of the US Bond Market Association, a predecessor organization to the Securities Industry and Financial Markets Association. Tom served as a distinguished executive in residence at the University of Chicago Booth Graduate School of Business. He is a member of the Council on Foreign Relations.

Tom received his undergraduate degree from Dickinson College and an MBA from Chicago Booth.

Tom Spencer

Tom Spencer

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Tom is a Client Advisor at Saranac Partners. He advises a diverse group of European entrepreneurs and families across their investment and broader financial affairs.

Working with his entrepreneurial clients, Tom provides expertise to business owners from the growth stages of their businesses through to major liquidity events and beyond. Tom has a particular interest in supporting and connecting the European technology community.

Prior to joining Saranac in 2017, Tom worked with a variety of domestic and international clients at Barclays and Bank Leumi.

Tom holds a BA in History & Politics from Durham University.