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.

Anusha Chandrasegaram

Anusha Chandrasegaram

Client Services

Client Services

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

She works alongside Oliver Wilson assisting clients with their financial needs.

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 is a Client Advisor & Partner at Saranac Partners covering clients in the UK and EMEA. Prior to Saranac Partners, Athena was a Director and 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. Athena covered UHNW individuals, Family Offices, Foundations, Entrepreneurs, Shipping and Business Owners.

Prior to Goldman Sachs, Athena worked at Deutsche Bank London as a Credit Derivatives senior associate and Equity Prime Brokerage risk analyst, 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 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.

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.

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.

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.

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.

 

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.

Maxi Ducam-Davies

Maxi Ducam-Davies

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Maxi is an Associate Client Advisor at Saranac Partners. He works with Mike Dardis 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.

Miguel Nigorra

Miguel Nigorra

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Miguel Nigorra is a Client Advisor & 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.

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.

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.

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.

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.