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.
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.
Christina is a Team Assistant at Saranac Partners. Christina joined Saranac Partners in 2016 from Sanctuary Personnel where she acted as Assistant to the MD, CEO and CFO. Prior to this Christina held the dual responsibility of Assistant to the Executive team and Office Manager at IV Global.
Daniel is an Associate in Operations at Saranac Partners. He works with data and performance, integrating custodians with Saranac’s portfolio management systems, ensuring the integrity of performance metrics and developing automated solutions and management information.
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 holds a B.Sc. in Mathematics from the University of Bristol and the IOC from the CISI.
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.
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
Helen is Saranac’s in-house lawyer. She is a senior lawyer with in excess of 20 years’ experience in private banking, retail financial services and insurance law. Helen’s expertise covers regulatory, corporate, governance and company secretarial work.
Prior to joining Saranac in September 2019, Helen was General Counsel and Company Secretary at a start up mortgage lender, she has previously held head of legal positions at Coutts Bank and Bupa UK Insurance.
James is an Operations Associate, who joined us in the Summer of 2019 after 5 years in Wealth Management Operations at James Hambro & Partners and Sandaire.
As part of the Operations team, James provides support for our Client Advisers and Propositions team as they work with our clients.
James graduated in 2012 from Loughborough University with a BSc in Economics.
Maria joined Saranac Partners as a founding member in 2015 and is the Executive Assistant to the Managing Partner, Tanvi Davda, COO Simon Latham and Head of Business Development, Michelle Witter.
Maria has over 15 years experience working in the Finance industry as an assistant, and previously worked with all the founding members of the team for several years at Barclays prior to joining Saranac Partners. Prior to that, Maria worked at Ernst & Young, Reuters, and Laiki Bank.
Megan joined Saranac in May 2018 and is responsible for Front of House, as well as team assistant to the Proposition Team
Nathania is a Compliance Officer at Saranac Partners and supports Phil Dench in his role as Head of Governance.
Prior to joining Saranac in 2018 she worked as a Senior Manager at Commonwealth Bank of Australia in Wealth Management and as a Lawyer at the Australian Securities and Investments Commission.
She has a Bachelor of Laws (with Honours) and Bachelor of Science from Australian National University, and a Master of Laws from the University of Sydney.
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.
Rick is Head of Enterprise 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 is responsible for Human Capital at Saranac Partners.
Sara is responsible for all aspect of Human capital including Recruitment, Training and development, Reward, and Employee Engagement.
Prior to joining Saranac in 2016, Sara worked for J. Rothschild Capital Management in London.
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.
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.