A team that reflects the diverse needs of our clients

Adele Jones

Adele Jones

Human Resources

Human Resources

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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.

Athena Bersimis

Athena Bersimis

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Co-Chief Executive

Co-Chief Executive

Quick Contact Details

Brent Seery is Co-Chief Executive of Saranac Partners and leads the Investment team. Brent is responsible for the firm’s proposition and serves as a member of the Investment Committee.

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.

Cassylda Augusto Rodrigues

Cassylda Augusto Rodrigues

Client Services

Client Services

Quick Contact Details

Cassylda Augusto Rodrigues is a member of the Client Services Team at Saranac Partners. Prior to joining Saranac, Cassylda worked as a Senior Private Wealth Management Analyst at Goldman Sachs.

She holds a BSc in Management with Spanish from the University of Warwick Business school.

Catherine Burr

Catherine Burr

Client Advisor

Client Advisor

Quick Contact Details

Catherine is a Client Advisor at Saranac Partners. In this role, she advises individuals, family offices, charities and trusts on their investments and broader needs. Catherine’s clients often have multi-jurisdictional or other complexities to their affairs, and she takes a collaborative approach with her clients’ advisor teams to ensure seamless coverage. She brings over 25 years’ investment and financial management experience to her client relationships.

Prior to joining Saranac, Catherine was a Partner at a private merchant bank, a senior client advisor with UBS AG for 15 years, and covered European private clients and family offices at Lehman Brothers. Catherine has a strong background advising families dealing with issues surrounding multi-jurisdictional interests, succession planning, philanthropy, and sustainability.

Chaitanya Sharma

Chaitanya Sharma

Financing & Solutions

Private Capital

Quick Contact Details

Chaitanya is an Analyst in the Private Capital and Financing & Solutions team at Saranac Partners. Prior to joining Saranac, Chaitanya worked as an Investment Banking Analyst at Wimmer Financial and has a background in Project Finance and Real Estate Development Financing. Chaitanya holds an MSc. in Banking and Finance from King’s College, London.

Christophe Savinas

Christophe Savinas

Fixed Income

Advisory Investments & Execution

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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.

Farris Dylan

Farris Dylan

Investment Analyst

Investment Analyst

Quick Contact Details

Farris Dylan is a member of the Client Services Team at Saranac Partners, acting as an Investment Analyst involved in portfolio analysis, client reporting, and investment research.

Prior to joining Saranac in 2025, Farris was a Data Science Intern at Surmount Ventures, an Amsterdam-based VC specialising in biotech companies.

Farris holds a BSc in Aerospace Engineering from The Delft University of Technology.

Henning Meyer

Henning Meyer

Multi Asset Portfolios

Portfolio Management

Quick Contact Details

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.

Jacopo Bazzano

Jacopo Bazzano

Fixed Income

Advisory Investments & Execution

Quick Contact Details

Jacopo Bazzano is a Fixed Income Analyst at Saranac Partners. Prior to joining Saranac, Jacopo was a credit trader at Coolabah Capital Investments, a London-based long-short credit hedge fund. He also worked at Amundi Asset Management in the Global Fixed Income team, focusing on credit.

Jacopo is an Italian citizen, and he graduated from UCL with an MSc in Finance.

Jahzia Delpeche

Jahzia Delpeche

Front of House

Front of House

Quick Contact Details

Jahzia Delpeche leads the Front of House at Saranac Partners, where she is responsible for delivering a seamless and refined client experience. With a background in luxury hospitality, she brings a wealth of expertise in hosting high-profile events and managing operations within prestigious venues.

Jahzia plays a key role in creating an environment that is both welcoming and impeccably managed.

Jansen Lee

Jansen Lee

Quick Contact Details

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.

Jayesh Daly Devereux

Jayesh Daly Devereux

Advisory Investments & Execution

Advisory Investments & Execution

Quick Contact Details

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.

Jeremy Brown

Jeremy Brown

Senior Advisor

Senior Advisor

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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.

Katie Pollard

Katie Pollard

Client Services

Client Services

Quick Contact Details

Katie Pollard is a member of the Client Services Team at Saranac Partners. Prior to joining Saranac, Katie worked in Private Wealth Management at Goldman Sachs and Investor Advisory at Rothschild & Co.

She holds a MSc in Economics, Finance & Management from the University of Bristol.

Mark Werner

Mark Werner

Non-Executive Director

Non-Executive Director

Quick Contact Details

Mark Werner is a senior advisor to Cerberus Operations and Advisory Corporation and works with two of their portfolio companies as a Board member. Additionally, he serves as a Senior Advisor to Alphadyne Asset Management, an alternative investment management firm. Previously, Mark co-founded Amherst Pierpont Securities where he served as Chief Executive Officer and Executive Chairman. Mark Werner began his career in fixed income at J.P. Morgan Securities, Inc. where he ultimately served as Vice Chairman and head of the North American interest rate markets, futures, and options businesses. He was also a member of the investment bank’s Executive Committee. Subsequently Mark also served as CEO of Bank of America Securities where as Head of Global Markets his responsibilities included the debt and equity businesses.

Martin Lee

Martin Lee

Financing & Solutions

Private Capital

Quick Contact Details

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.

Pictures

Michael Lutter

Compliance

Compliance

Quick Contact Details

Michael is a member of the compliance and risk team at Saranac Partners.

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

Co-Chief Executive

Co-Chief Executive

Quick Contact Details

Michelle Witter is Co-Chief Executive of Saranac Partners and leads the client team. Michelle was one of the founding partners of the firm.

Prior to this, Michelle served as Head of Strategy for Barclays Wealth and latterly as Head of Distribution within the Global Investment & Solutions division of Barclays Wealth.

Michelle started her career at LEK Consulting and has an undergraduate degree from Oxford University.

Mike Dardis

Mike Dardis

Quick Contact Details

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.

Oscar Saville

Oscar Saville

Financing & Solutions

Financing & Solutions

Quick Contact Details

Oscar Saville is a member of the Private Capital team at Saranac Partners.

Oscar joined Saranac in 2025 following 3 years as an Associate in Leveraged Finance Origination at Lloyds Banking Group, where he arranged financing for Private Equity-backed transactions across the UK, Europe and USA. Prior to that, he spent 4 years at Grant Thornton working across the Restructuring and Debt Advisory group.

Oscar holds an ACA as a member of the International Chartered Accountants in England and Wales (ICAEW), in addition to a BA from Durham University.

Peter Blagden

Peter Blagden

Financing & Solutions

Financing & Solutions

Quick Contact Details

Peter has over 17 years investment banking, and capital structuring experience.

Peter worked on structuring projects with some notable names including Transport for London, Qatar Petroleum, Philip Morris International, Amber Beverage Group, Stoli Group, and Silicon Vally Bridge Bank.

Peter has built a reputation for financing complex projects across real estate and private markets. Earlier in his career Peter worked at Meridian Equity Partners, Lehman Brothers, Societe Generale CIB and Goldman Sachs in the Principal Strategies Group, an internal group with capital of US $15 billion of the bank’s own funds.

Peter Charrington

Peter Charrington

Non-Executive Director

Non-Executive Director

Quick Contact Details

Peter Charrington is a Senior Advisor at Saranac Partners. 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

Quick Contact Details

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.

Rebekah Morris

Rebekah Morris

Client Services

Client Services

Quick Contact Details

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

Chair

Chair

Quick Contact Details

Richard Berliand is Chair of the Board at Saranac Partners. Richard’s career in the Financial Services sector spans over 35 years.

During his 23 years at JP Morgan, 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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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.

Siobhan Barney

Siobhan Barney

Financing & Structuring

Financing & Structuring

Quick Contact Details

Siobhan works within the Finance team where she is responsible for regulated mortgages and for overseeing cases that entail complex private-client borrowing.

Siobhan’s company, One Hundred Knightsbridge Ltd., is authorised and regulated by the FCA. Siobhan and her company provide Saranac clients with access to bespoke finance solutions for non-standard mortgage situations, such as overseas properties, second homes, unique high value properties, buy to let portfolios, and commercial property assets.

Over the past twenty years, Siobhan has developed relationships with some 500 different lenders, many in jurisdictions outside the UK, giving Saranac’s clients access to alternative sources of credit, often combining senior, mezzanine, bridge and equity solutions.

Siobhan has a strong understanding of the challenges faced by clients looking to future proof their estates, and she works with specialist partners to provide specific advice around estate planning, IHT, tax optimization and Trust structuring, both on and offshore.

Siobhan brings a depth of international experience to Saranac, having lived and worked in America & Australia, along with previously leading substantial client projects in Eastern Europe and the Middle East.

When not assisting clients of Saranac, Siobhan is a local Town Councilor with strong relationships in Westminster where, until recently, she was the public access person for a cross-party parliamentary group.

Sophie Hacking

Sophie Hacking

Assistant

Assistant

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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

Quick Contact Details

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.

Sylvain Brosseau

Sylvain Brosseau

Non-Executive Director

Non-Executive Director

Quick Contact Details

Sylvain Brosseau has served as CEO and Founding Partner of Walter Global Asset Management since the company was founded in 2019. He has over 30 years of experience in the investment management industry, including his tenure as Global President and COO of Fiera Capital from 2003 to 2017. Before joining Fiera Capital, he served as Executive Vice-President, Institutional Markets at TAL Global Asset Management Inc. and as Executive Vice-President at TAL International, where he oversaw worldwide distribution and operations. His experience also includes terms as Vice-President of Marketing and Vice-President of Technology and Operations at Talvest Mutual Funds.

Talveer Atwal

Talveer Atwal

Private Markets

Private Capital

Quick Contact Details

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

Quick Contact Details

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.

Tim Frost

Tim Frost

Finance

Finance

Quick Contact Details

Tim Frost is Finance Director at Saranac Partners. Tim has over 20 years’ experience in financial services.

Prior to joining Saranac, Tim was the Finance Director at Arbion, where he spent 10 years. Tim started his career within the Investment Management group of EY. Following this, Tim was Financial Controller at Nomura Code Securities and later managed a cross-divisional finance team at UBS AG, Sydney.

Tim is a member of the Association of Chartered Certified Accountants (ACCA), and holds a BSc in Geology from the University of Birmingham.

Tom Spencer

Tom Spencer

Quick Contact Details

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.