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.
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.
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.
Giovanni is a Client Advisor at Saranac Partners and advises a diverse group of clients focussing on UK/International family offices, financial services executives, US persons, technology entrepreneurs, and foundations.
Giovanni has worked for over 20 years in wealth management. He was previously a Managing Director at JP Morgan Private Bank in London, and prior to that worked at Brown Brothers Harriman and Citi Private Bank in New York.
Giovanni studied at Oxford and Cornell Universities and is on the UK Committee of charity: water. He is fluent in four languages.
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 a consultant to family owned property company Martin’s Properties and serves on the management board of Bradford Estates.
Jeremy is a Fellow of the Chartered Institute for Securities & Investment
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.
Maria is a Senior Client Advisor with over 20 years experience working in Financial Services. Skilled in Investment Advisory for Global Family Offices and Corporate Strategy for Family Enterprises, Venture Capitalist and Entrepreneurs.
Maria has advised large and sophisticated clients with strategic planning and decision-making for their Family Office; outsourcing CIO services, asset allocation, risk and investment management, DD and access to the best in class products and services.
In recent years, Maria has provided high level strategic advisory to approximately 25+ major Corporate Groups to achieve their goals, allocating best in class teams, in areas such as: M&A, JV, Equity Solutions, Pre IPO process, Capital raising, Stock Lending, Hedging, Debt Solutions, Risk Management, Liquidity Management.
Maria is certified by CISI and efpa.
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.
Ossama joined Saranac in 2016 having spent 15 years with Barclays covering Middle Eastern clients. Previous to that he spent 7 years with Flemings. Ossama started his career in 1975 with UBAF Bank and has a BSc from Manchester University and an MBA from City University Business School.
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 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.
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.
Yannick was part of the Ultra High Net Worth private banking team at Credit Suisse UK before joining ACPI Investments as an Executive Director. This followed 8 years at Morgan Stanley Wealth Management developing business in the UHNW Market in the UK and Europe both for principals and family offices.