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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Adele Jones

Adele Jones

Human Resources

Human Resources

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Adele Jones is Head of HR at Saranac Partners.

She has an extensive experience in providing senior Human Capital support to blue chip businesses in the Financial Services sector, including global investment firms. Most recently Adele was Head of HR for a London-based Hedge Fund.

Adele holds a Masters in Human Resource Management.

Akshar Patel

Akshar Patel

Client Services

Client Services

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

Prior to joining Saranac, Akshar has spent over a decade working for large International Banks, Multi Family Offices and Private Markets advisory businesses working with individual and corporate clients.

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

Alberto Gomez

Alberto Gomez

Saranac Partners Europe

Chief Operating Officer Saranac Partners Europe

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Alberto Gomez is Chief Operating Officer at Saranac Partners Europe, where he oversees the firm’s operational, legal, and financial framework and functions.

Prior to joining Saranac Partners Europe in February 2022, Alberto worked for over 10 years in Private Banking for Crédit Agricole (CA Indosuez Wealth Management).

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 specialization in derivatives from EF Business School.

Allan Clayton

Allan Clayton

Operations

Operations

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Allan Clayton is a member of the Operations team at Saranac Partners.

He has over 25 years experience in private banking, having previously worked for UBS, Ruffer LLP, AXA, Rothschilds, Cazenove and Schroders.

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

Anusha Chandrasegaram

Anusha Chandrasegaram

Client Services

Client Services

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

Prior to joining Saranac, Anusha worked for Safra Sarasin.

She holds a Bachelor’s degree in Economics from the University of Birmingham.

Athena Bersimis

Athena Bersimis

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Athena Bersimis is a Client Advisor at Saranac Partners covering clients in the UK and EMEA.

Prior to Saranac Partners, Athena was a Senior Private Banker responsible for Greece and Cyprus out of the Madrid and London offices at Citi Private Bank. Previously, she was a Banker in the Private Wealth Management division at Goldman Sachs London, worked at Deutsche Bank as a senior associated in Credit Derivatives and at EFG Eurobank.

Athena holds an MBA in Finance and Entrepreneurship from London Business School/NYU Stern School of Business, an Msc in International Management at Kings College London, a Bsc (Hons) in Mathematics with Business Management from Kingston University London and holds the Chartered Institute of Management Accountants (CIMA), Investment Management Certificate (IMC) professional qualifications.

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 their financial affairs and investments across all asset classes, globally. Her expertise also encompasses complex family wealth planning, multi-jurisdictional re-domiciliation as well as succession planning.

She joined Saranac in 2019, having previously worked in wealth management at ACPI and UBS. Benedicte started her career at the Treasury of the European Bank for Reconstruction and Development, handling sizeable debt and structured products issuance.

She is a graduate of HEC Paris and holds a Master’s Degree in economics from Sciences Politiques 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 Akesson is an Investment Advisor at Saranac Partners.

Ben has a particular focus on advisory, aggregation, analytics and execution.

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

Ben gained his 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.

Christophe Savinas

Christophe Savinas

Fixed Income

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. He 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 Tucker is a member of 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 Green is a Client Advisor at Saranac Partners. Dan joined Saranac Partners in 2016 and is responsible for managing client relationships, advising some of the most successful entrepreneurs, business leaders and family offices across the UK and internationally.

Dan’s particular area of interest is in supporting ambitious tech founders as they move through the latter stages of growth and on to an exit. Over the last 15 years, he has built trusted relationships across the European tech and VC community.

Previously, Dan spent a number of years at Barclays Wealth. 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 Walker is a member of the investment team at Saranac Partners. Daniel works across equities, fixed income and derivatives. He specialises in portfolio analysis, implementation and leads the trade execution across the firm.

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 has passed the IOC from the CISI, IMC from CFA UK, the CFA Level 1 and holds a B.Sc. in Mathematics from the University of Bristol.

David Maxwell

David Maxwell

Compliance

Compliance

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David Maxwell is a member of the Compliance and Risk Functon at Saranac Partners.

Prior to joining Saranac, David was Head of Risk and Compliance for the UK and Investments at Stonehage Fleming.  He has also worked for the regulator, the SFA and then the FSA in its first year, as a regulatory consultant with PwC and for the trade body APCIMS.

David has a Law degree from Stellenbosch University and is a Fellow of the CISI.

Edmond Klinke

Edmond Klinke

Global Equities

Portfolio Management

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Edmond Klinke leads the Global Equity proposition at Saranac Partners and is a Portfolio Manager and member of the Investment Committee.

Prior to Saranac, Ed 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 30 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 Carmichael 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 Hooton is responsible for the client services team and works across the firm on all issues that impact client service.

She joined Saranac in 2015 from Barclays where she worked in the UK Private Bank.

Emily has a Masters in Biochemistry from Oxford University, has cycled / run across Europe for charity and is an avid gardener.

Gonzalo Ozores

Gonzalo Ozores

Advisory Investments & Execution

Advisory Investments & Execution

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Gonzalo Ozores is an Investment Adviser at Saranac Partners Europe.

Gonzalo has over 17 years of private banking experience and joined the firm after working in Geneva for 9 years as an investment advisor at Credit Suisse for 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 qualifications.

Henning Meyer

Henning Meyer

Multi Asset Portfolios

Advisory Investments & Execution

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Henning Meyer leads the multi asset proposition at Saranac Partners and is a member of the Investment Committee.

Prior to joining Saranac in 2024, Henning was a fund manager at Sarasin & Partners where he managed global multi asset and equity portfolios on behalf of high-net-worth individuals, families, and charities. He started his investment management career at Kleinwort Benson.

Henning holds an MSc Finance from the University of St. Andrews, a BA in Business Management from the University of Westminster and is a CFA Charterholder.

Jansen Lee

Jansen Lee

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Jansen joined Saranac Partners in June 2024 as an intern for the Compliance team. He now works across multiple teams, conducting research and data analysis. Jansen holds a BSc (Hons) Psychology degree from the University of Nottingham.

Jaryd Selinger

Jaryd Selinger

Client Advisor

Client Advisor

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Jaryd Selinger is a Client Advisor at Saranac Partners. With 13 years’ experience in wealth management, Jaryd advises UK business families and international citizens with global financial interest.

He was previously a Private Banker at Citi Private Bank in London and Client Advisor at UBS in Sydney.

Jayesh Daly Devereux

Jayesh Daly Devereux

Advisory Investments & Execution

Advisory Investments & Execution

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Jayesh Daly Devereux is an Investment Advisor at Saranac Partners. Prior to joining Saranac, Jayesh worked at Citi Private Bank, where he completed the graduate training programme before taking up a role as an Investment Counsellor covering clients based in the Emerging Markets.

Jayesh is a CFA Charterholder and holds an MSc in Finance from Imperial College London.

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

Senior Advisor

Senior Advisor

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Jeremy Brown is a Senior Advisor at Saranac Partners having joined the firm in 2016.

He provides strategic input to a diverse group of UK entrepreneurs and families on their wealth and broader family issues.

Jeremy started his career in 1982 working for Laurie Milbank. He has held senior positions at Flemings, JPMorgan, Schroders and Kleinwort Benson. Jeremy 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 Heilpern is a member of the Operationas team at Saranac Partners.

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.

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.

She has over 20 years’ experience working with clients including entrepreneurs, foundations, smaller corporates and family offices across the UK and Europe. Katherine 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 Cleary is a member of the finance team at Saranac Partners . 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.

Lucia Cuartero Lantero

Lucia Cuartero Lantero

Compliance

Compliance

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Lucía Cuartero is the Risk & Compliance Officer for Saranac Partners Europe. Lucia has extensive experience of 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

Financing & Solutions

Private Capital

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Martin Lee is a member of the Financing & Solutions team at Saranac Partners.

Martin previously worked in the investment banking division of Wells Fargo Securities in the Real Estate Syndicated Finance group that originated, structured and distributed debt for US financial sponsors for acquisition, refinancing and event driven mandates. Martin also worked at Fiduciam, an institutionally funded direct real estate lending manager.

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

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Maxi is an Associate Client Advisor at Saranac Partners.

He joined Saranac in 2023 from Plurimi Wealth, a multi-family office. Maxi has previously worked in a number of finance roles in both London and New York.

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.

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

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Miguel Nigorra is a Client Advisor at Saranac Partners, based in Madrid. Miguel joined Saranac in September 2022 from Banca March, a family owned private bank.

Previously, Miguel has worked for both national and international based private and institutional clients at Citibank Private Bank, UBS, Banco Santander International, and Banco Popular.

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 from I.E.S.E Business School.

Mike Dardis

Mike Dardis

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

He began his career in trading at JP Morgan before moving to Barclays where he spent over 7 years. Prior to joining Saranac in 2017, Mike spent 3 years on the investment team at a single family office.

Mike studied Psychology at Birmingham University and is a fellow of the Chartered Institute for Securities and Investment.

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.

Peter Charrington

Peter Charrington

Senior Advisor

Senior Advisor

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Peter served as Chief Executive Officer of Citi Private Bank from 2014 to 2020. He was a member of the Institutional Clients Group Executive Management Team, reporting to the President of Citi.

Peter spent 27 years with Citi serving as both a successful Private Banker and then in various management roles, including CEO of the UK Wealth Business, Head of Israel, Greece and Monaco, Interim CEO of EMEA, and CEO of North America from 2009 to 2014.

Under Peter’s leadership the Private Bank was voted Best Global Private Bank for 2 years running in 2018 and 2019 and Peter was voted best CEO in the Wealth Management Industry in 2019 by PWM and the Financial Times.

Since leaving Citi, Peter joined the Nexus Luxury Collection, based in the Bahamas and is a Senior Partner at the Group.

He currently serves on a number of Boards including, Avaloq Group in Switzerland and Amey in the UK, and is a Senior Advisor to One Equity Partners in New York and UST Group and a member of the CEO Advisory Council at ICG plc.

Peter holds both an undergraduate degree and an MA from Oxford University in Politics, Philosophy and Economics.

Philip Dench

Philip Dench

Compliance

Compliance

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Phil Dench is Head of RIsk and Compliance at Saranac Partners.

Prior to joining Saranac, Phil was the European Head of Compliance at Lombard Odier Europe. Phil started his career at the FCA and has held a number of senior compliance roles in Private Banking at JP Morgan, Schroders, Credit Suisse and HSBC.

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

Poppy Laird

Poppy Laird

Assistant

Assistant

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Poppy Laird is an Assistant at Saranac Partners. Poppy joined Saranac in 2023 from a recruitment company in the city, where she managed front of house and office administration.

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 Morris is a member of the client services team at Saranac Partners. Rebekah joined Saranac in 2023 from Barclays after completing their graduate scheme in Private Banking and Wealth Management.

She 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.

Prior to joining Saranac, Richard 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, infrastructure and real estate. As part of the COO’s office he 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 consulting experience with a number of firms including global mining company Riotinto and multinational engineering and electronics company Bosch.

Rick has a BSc (Hons) in Business Computing from City, University of London.

Robert Rayner

Robert Rayner

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Rob Rayner is a Client Advisor at Saranac Partners. Rob works with a diverse and eclectic group of families across the full scope of their financial affairs.

He joined Saranac in 2015 from Barclays where he spent 7 years in a range of roles across the bank.

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 a member of the Operations team at Saranac Partners.

Previously, he worked 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.

Sharon Johal

Sharon Johal

Legal

Legal

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Sharon Johal is Head of Legal at Saranac Partners. 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.

Shawn Gates

Shawn Gates

Financing & Solutions

Private Capital

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Shawn Gates is Head of Financing & Solutions at Saranac Partners. Shawn has over 20 years’ experience investing and lending in emerging and developed markets.

Prior to joining Saranac, Shawn ran his own investment advisor firm, Lintel Capital, and worked as an illiquid credit trader at Deutsche Bank and UBS, investing in primary, secondary and special situation transactions.

Simon Bowden

Simon Bowden

Operations

Operations

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Simon Bowden is Head of Operations and Onboarding at Saranac Partners.

He works closely and has built strong relationships with custodians and other outsourced partners.

Prior to joining Saranac in 2015, Simon worked at Lombard Odier and Close Brothers and has spent over 25 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 an Assistant at Saranac Partners. She joined Saranac in 2022 from Britannia Global Markets where she managed the front of house and office administration.

Prior to this Sophie managed a team of receptionists and acted as assistant to the building manager at No. 1 London Bridge.

Stephen Griffiths

Stephen Griffiths

Wealth Advisory

Wealth Advisory

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Steve Griffiths is a Wealth Advisor at Saranac Partners.

A Chartered Tax Advisor by background, Steve has spent 30 years working in tax and financial services including 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 Griffiths is is a member of the Operations team at Saranac Partners.

Prior to joining Saranac in April 2017, Steven worked within 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 Valand is responsible for Fund Manager Research & Selection and Multi-Manager Portfolios at Saranac Partners.

Prior to joining Saranac Partners in 2016, Suraj worked 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 and venture capital.

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 Markets

Private Capital

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Talveer Atwal is a member of the private markets investment team at Saranac Partners.

Tal leads the firms private markets funds programme and specialises in mid-market private equity and secondaries investments.

Prior to joining Saranac in 2022, Talveer worked as part of the investment team at the Nationwide Pension Fund, primarily focusing on private market 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 Kalaris is the founder of Saranac Partners. Prior to establishing the firm, Tom was Chief Executive of Barclays Wealth and Executive Chairman of the Americas. As part of the executive team that founded Barclays Capital, Tom was also a member of the Barclays Group Executive Committee.

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 Spencer is a Client Advisor at Saranac Partners. Tom 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. 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.