Sarasin & Partners LLP
Sarasin & Partners LLP is a specialist investment management partnership headquartered in London, UK. Founded in 1983, the firm manages assets for private clients, charities, institutions, and intermediaries, offering global, thematic investment strategies. Sarasin & Partners employs a partnership structure, with local management owning a substantial stake and the remainder owned by Bank J. Safra Sarasin. The firm emphasizes responsible investing, stewardship, and building client relationships across generations, and serves both UK and international (including US) clients. According to public records, Sarasin & Partners LLP manages £17 billion in assets (as of June 30, 2025) and employs a team of highly experienced investment professionals.
Investment Strategy
Sarasin & Partners LLP adopts a global, long-term, thematic investment approach, identifying major trends—such as automation, digitization, evolving consumption, aging populations, climate change, and security—that are expected to influence the investment landscape for years to come. The firm integrates stewardship and responsible investment deeply into its process, engaging with portfolio companies, and embedding ethical and sustainability principles. Asset allocation is dynamic and client portfolios are built bespoke to balance risk, align with clients’ broader objectives, and incorporate ethical preferences. The firm is particularly strong in serving charities, providing bespoke strategies and transparent reporting tailored to trustee needs.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.02% | $1.02B | 1,984,444 | $280.72 | $517.95 | -$23.0M |
N NVDA | NVIDIA CORPORATION | 8.13% | $828.6M | 4,556,370 | $81.01 | $186.58 | +$208.5M |
A AMZN | AMAZON COM INC | 5.59% | $570.0M | 2,565,671 | $103.53 | $219.57 | +$13.5M |
G GOOGL | ALPHABET INC | 5.31% | $540.9M | 2,216,329 | $111.48 | $243.10 | +$100.3M |
M META | META PLATFORMS INC | 4.48% | $456.1M | 613,477 | $298.18 | $734.38 | -$10.6M |