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.
Private Markets & Corporate Advisory
Alexis is a Private Markets Specialist. Alexis is focused on sourcing and structuring differentiated private market opportunities across asset classes and advises Saranac clients on their private markets Fund strategy and Co-Investment sourcing and execution.
Given his corporate finance background, Alexis also has extensive experience partnering with clients and their operating businesses to execute a range of corporate strategic initiatives.
He advises a diverse group of European entrepreneurs and Family owned business across their operating business focused on executing complex transactions including Mergers & Acquisitions, Capital Raises & Structuring, Corporate Private Equity and Strategic Joint Ventures.
Prior to joining Saranac Partners, Alexis worked for Citibank where he headed the EMEA Private Markets Investment team. Alexis has over 16 years of Private Equity investment experience with 3i Group, LGT Capital Partners, as well as the Boston Consulting Group and Credit Suisse’s Investment Banking Department.
Alexis holds a joint Major in Accounting and Finance from Lancaster University, and an Msc in International finance from Skema Business School in France
Advisory Investments & Execution
Ben is an Investment Advisor at Saranac Partners. He specialises in cross-asset advisory, analytics and execution.
Ben provides bespoke investment solutions and idea generation across a variety of asset classes. He performs investment analysis for clients and focuses on enhancing the trading capabilities of the firm.
Prior to joining Saranac in 2016, Ben worked within the Portfolio Solutions team at Barclays Wealth & Investment Management.
Ben gained his undergraduate degree in Accounting & Finance from Warwick Business School.
Bhim is part of the Private Capital proposition at Saranac Partners, supporting the team across its diverse range of investment & advisory mandates.
Prior to joining Saranac in 2019, Bhim worked at a boutique corporate finance firm specialising in advising founder & owner led businesses on mid-market M&A and capital raising transactions across all major sectors in Western Europe.
Bhim holds a BSc in Government & Economics from The London School of Economics.
Advisory Investments & Execution
Brent is an Investment Advisor at Saranac Partners, a member of the Investment Committee and responsible for the firm’s Proposition. He specialises in multi-asset class investment advisory and tactical opportunities, while providing outsourced CIO solutions to family office clients.
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.
Advisory Investments & Execution
Christophe is an Investment Advisor and Portfolio Manager at Saranac Partners. He specialises in fixed income, derivatives and structured products.
Using his technical background, Christophe provides tailored investment solutions to private and institutional clients. Christophe’s role is to identify opportunities and design optimal investment solutions across asset classes.
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. Christophe 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.
Edmond Klinke joined Saranac in 2016 as a Portfolio Manager and member of the Investment Committee
Prior to Saranac he 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 25 years of industry experience, a B.A. (Hons) degree in Business Studies and Italian from University College London and is a CFA charter holder
Josh is part of the Private Capital team at Saranac Partners. He advises clients across Mergers & Acquisitions and Investments.
Prior to joining Saranac in 2020, Josh worked in Corporate Finance for a multi-national hospitality company. Josh earned his chartered accountancy from Deloitte and worked in the M&A Transaction Services team as a generalist across both buy-side and sell-side mandates.
Josh holds a Bachelor of Commerce degree from MacEwan University.
Menelaos is part of the Private Capital team at Saranac Partners. He assists the team in complex transactions including Mergers & Acquisitions and Capital Raises. Strategic Joint Ventures.
Menelaos works with different clients across a diverse set of industries, including Hospitality and Real Estate, supporting Saranac in delivering high quality advice and adding value to the clients.
Prior to joining Saranac in 2019, Menelaos worked for PwC Greece for three years as a consultant in Financial Services sector advising both major banks and regulators.
Menelaos holds a specialized Master in Quantitative Finance and Risk Management from Bocconi University and a Bachelor of Science (BSc) in Economics. In addition, he has successfully taken the CFA Level II exam and aims to gain the designation.
Chair of the Investment Committee
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. These includes asset allocation, security selection and the selection of external managers. He is also involved in communicating Saranac views and performance directly to clients.
Prior to joining Saranac, he 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.
Robert is a member of the Private Capital and Financing & Solutions proposition team at Saranac Partners. He supports clients source, structure and execute corporate finance related opportunities.
Robert has helped clients raise debt and equity capital at Saranac and is involved with the complex illiquid investment assets that clients hold.
Prior to joining Saranac in 2016, Robert worked at Barclays where he had developed private equity, debt and real estate syndication offerings.
Robert holds a BA in Politics, Philosophy and Economics from the University of Oxford
Rupert is Head of Portfolio Management at Saranac Partners and a member of the Investment Committee. He is responsible for the day-to-day management of discretionary portfolios across the client base, focusing on the public markets, as well as being part of the team which sets out our investment strategy and positioning.
Rupert joined Saranac in 2016 and previously worked at Barclays Wealth & Investment Management, where he was co-head of the UHNW Discretionary Portfolio Management business and Head of Investments for the Discretionary business as a whole. Prior to this, Rupert spent 10 years at Rothschild Wealth Management where he was Head of Portfolio Management.
Rupert has 28 years of experience in finance, and is a graduate of Manchester University (BA Hons).
Steve joined Saranac Partners in August 2017.
A Chartered Tax Advisor by background, he has a career in tax/financial services spanning 30 years including time 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.
Real Estate Capital & Advisory
Steven Edwards leads Saranac’s real estate investment and advisory business.
He has nearly 20 years of experience in the UK and European real estate markets. He has both advised and invested in all major commercial property classes in both public and private markets covering both debt and equity investments.
Over the course of his career he has had lead roles in over $20 billion of European property transactions – ranging from M&A advisory, IPO’s and private debt and equity investments. He previously held senior roles at ARES Management, JP Morgan and Citigroup.
Additionally, he serves on the board of Qualco (a Pimco company) and acts as CIO of Bricklane. Steve has a BA from Cornell University.
Suraj is responsible for Fund Manager Research & Selection at Saranac Partners.
Prior to joining Saranac Partners in 2016, Suraj was 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.
Suraj holds the CAIA qualification and level I of the CFA and graduated from CASS Business School with a BSc (Hons) in Actuarial Science.
Thymios works within the Private Capital team where he advises business owners on complex transactions including Mergers & Acquisitions, Capital Raises, and Strategic Joint Ventures.
Thymios works with both middle-market and Fortune 500 companies across a diverse set of industries including Energy, Infrastructure, and Real Estate, focusing on strategic issues to help them grow and deliver shareholder value.
Prior to joining Saranac in 2017, Thymios was a strategy consultant with Strategic Decisions Group in San Francisco.
Thymios holds a Ph.D. in Civil Engineering from the Georgia Institute of Technology, and an Engineering Diploma from the National Technical University of Athens