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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Benjamin Akesson

Benjamin Akesson

Advisory Investments & Execution

Advisory Investments & Execution

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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.

Brent Seery

Brent Seery

Advisory Investments & Execution

Advisory Investments & Execution

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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.

Christophe Savinas

Christophe Savinas

Advisory Investments & Execution

Advisory Investments & Execution

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Christophe leads the fixed income proposition at Saranac Partners across discretionary and advisory portfolios. He is a member of the Investment Committee and also specialises in derivatives and structured products

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.

Daniel Walker

Daniel Walker

Advisory Investments & Execution

Advisory Investments & Execution

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Daniel is part of the Proposition team at Saranac Partners. He specialises in data, analytics and execution. He performs investment analysis for clients, develops management information solutions and enhances the trading capabilities of the firm. At Saranac, he has also worked as part of the Operations team, focusing on performance, automation and data integration.

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.

Edmond Klinke

Edmond Klinke

Portfolio Management

Portfolio Management

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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.

Gonzalo Ozores

Gonzalo Ozores

Advisory Investments & Execution

Advisory Investments & Execution

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Gonzalo has over 17 years of private banking experience, he is a specialist in multi-asset portfolio construction and alternative investments. He joined the company after working in Geneva for 9 years as an investment advisor at Credit Suisse for both Spanish and Portuguese families. Previously, he worked for UBS advising large Spanish Family Offices and Latin American clients. Gonzalo holds a double degree in law and business, as well as the CFA, CAIA and CMT certificates that accredit his specialization in markets and all types of assets.

Jacobo Duran

Jacobo Duran

Private Capital

Private Capital

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Jacobo is part of the Private Capital proposition at Saranac Partners, supporting the team across its diverse range of investment & advisory mandates through public and private markets.

Prior to joining Saranac in 2023, Jacobo worked in the Acquisition Finance and Ratings Advisory team at Société Générale Corporate & Investment Banking in London. Jacobo specialised in the financing and advisory to large investment grade and non-investment grade European corporates.

Jacobo holds a Bsc in International Business Management from the University of Surrey with a placement year.

Karan Luximon

Karan Luximon

Private Capital

Private Capital

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Karan is part of the Corporate Finance division.

He has over 10 years of corporate finance experience and provides clients with strategic advice in relation to their businesses. He has developed a strong expertise and an outstanding deal completion track record across a variety of sectors including technology, industrials, consumer and business services.

Karan holds a dual Masters degree in Telecom Technology and Finance from Institut Mines-Telecom and Paris Dauphine University. He started his career within the investment banking division of Société Générale in London advising on large leverage buyouts, and subsequently held roles at Stanhope Capital and finnCap Cavendish where he specialised in business sales.

He has been involved in over 40 corporate finance transactions. Successful projects include Sell-Side/Buy-Side M&A, Public-to-Private, LBO and Fundraising transactions.

Martin Lee

Martin Lee

Private Capital

Private Capital

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Martin is part of the Private Capital and Financing & Solutions team at Saranac Partners.

Prior to Saranac, Martin worked in the investment banking division at Wells Fargo Securities in the Real Estate Syndicated Finance group specialising in the origination, structuring and distribution of debt for global US sponsors for acquisition, refinancing and event driven mandates. Martin also worked at direct lending manager Fiduciam focusing on short-term commercial real estate financings.

Martin earned a BSc in Accounting & Finance and MSc in Finance & Investment from the University of Bristol and holds the designation as a Financial Modelling & Financial Analyst (FMVA) from the Corporate Finance Institute.

Pearse McAteer

Pearse McAteer

Private Capital

Private Capital

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Pearse is part of the proposition team at Saranac, focused on the origination and execution of real estate transactions across both debt and equity opportunities.

Prior to joining Saranac in 2023, Pearse was an Investment Manager within the credit opportunities fund of M7 Real Estate, a pan-European real estate firm with a focus on value-add opportunities. Pearse focused on credit opportunities across the capital structure on a pan-

European basis, with a particular focus on the UK.

Pearse holds a Bachelors in Finance from York University and started his career at Goldman Sachs in London.

Richard Urwin

Richard Urwin

Chair of the Investment Committee

Chair of the Investment Committee

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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 Crowter-Jones

Robert Crowter-Jones

Private Capital

Private Capital

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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.

Stephen Griffiths

Stephen Griffiths

Wealth Advisory

Wealth Advisory

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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.

Suraj Valand

Suraj Valand

Manager Selection

Manager Selection

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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.

Talveer Atwal

Talveer Atwal

Private Capital

Private Capital

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Talveer is part of the proposition team, supporting the private and public markets funds platform at Saranac Partners.

Prior to joining Saranac in 2022, Talveer worked as part of the investment team at the Nationwide Pension Fund, primarily focusing on private market fund investing across Europe and the US.

Talveer holds a BSc in Accounting and Finance and is a member of the Association of Chartered Certified Accountants.