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.

Caroline joined Saranac Partners in November 2021 as General Counsel. Caroline advises on all aspects of the business from regulatory matters and contractual arrangements through to tax, HR/employment and beyond.

Caroline has been a panel participant in numerous legal conferences and has a particular interest in diversity, championing and connecting various organisations.

Prior to joining Saranac, Caroline qualified as a solicitor in England and Wales at Slaughter and May, based in London, with time spent in their Brussels and Madrid offices. She has over twenty years experience advising clients from private practice and as in house counsel. Caroline was a member of the Goldman Sachs Asset Management institutional legal team. She also performed the role of Chief of Staff to the group International General Counsel. Caroline was also EMEA and Acting Global General Counsel at First Sentier Investors.

Caroline holds a MA in French & Spanish from St Andrew’s University

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.

Prior to joining Saranac Partners in 2017, Elizabeth was providing Client Service to HNW clients in roles at Rothschild & Co Wealth Management and Barclays Private Wealth.

Elizabeth holds a BA (Hons) in Finance and Business from Bournemouth University.

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 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.

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

He operates alongside our Client Advisors, Proposition and Operations teams, to deliver a tailored and seamless experience for our clients. This can pertain to wide range of client activities, from the onboarding of prospective clients, to the construction of portfolio reviews.

Prior to joining Saranac in 2020, Freddie has worked with a boutique management consultancy firm and has competed internationally as an athlete. He holds a BSc Honours degree in Psychology.

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.

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.

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.

Megan joined Saranac in May 2018 and is responsible for Front of House, as well as team assistant to the Proposition Team.

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.

Ravinder is a Compliance Officer at Saranac Partners. Ravinder supports the business in its obligation to meet UK and European regulations and internal policies.

Prior to joining Saranac in 2020 Ravinder worked at Cavendish Asset Management as a Compliance Associate.

Ravinder is a Chartered Member of the Chartered Institute of Securities and Investment.

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 building and steers several projects on operational and cost efficiencies.

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

He has over 15 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 Computing from City University London.

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.

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.

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.

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.