Sarasin & Partners makes key charity appointments

by | Feb 22, 2024

Sarasin & Partners, the global thematic investment manager which invests £18.8 billion* on behalf of charities, private clients, intermediaries and institutions, has appointed Tom Santa-Olalla as Senior Associate Partner and Hector McLean as Investment Manager in the charities team. 

Tom Santa-Olalla joins from Close Brothers Asset Management where he spent six years and was most recently a senior investment specialist. Prior to this, Santa-Olalla worked at HSBC Private Bank advising high and ultra-high-net-worth individuals across all facets of wealth management. He is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investments. 

Additionally, Hector McLean joins Sarasin & Partners having spent three years at Cantab Asset Management, providing investment management and financial planning services to Cantab’s private client base. 

The new appointments follow the recent announcement that the business has made key hires within the investment team including multi-asset Fund Manager Alastair Baker, Head of Investment Risk Cédric Phounpadith and Senior Investment Manager Edward Lloyd. 

Melanie Roberts, Head of Charities, said the appointment of Tom and Hector strengthens Sarasin’s charities team which continues to enjoy strong growth. “Their expertise aligns with our commitment to deliver positive, long-term returns for our charity clients. At Sarasin & Partners, we understand the challenges charities face and our goal is to meet their investment objectives, preserving and growing their assets in real terms. These appointments underscore our ongoing efforts to enhance our capabilities, delivering optimal outcomes for clients and reinforcing our dedication to supporting charitable causes through strategic, thematic investment.”

Sarasin & Partners’ charities team oversees investment portfolios for a diverse array of educational, medical, religious, and grant-making charities. Its private client business offers tailored and flexible investment solutions to suit a wide range of client types – including individuals, family offices, international clients and offshore trusts, as well as UK resident non-domiciled clients and US persons. Sarasin & Partners’ UK intermediary team provides various investment vehicles to suit advisers and their clients. Investors can choose risk-rated outsourced solutions such as model portfolios and bespoke discretionary fund management services or invest directly in a range of single strategy and multi-asset funds. The institutional business leverages Sarasin & Partners’ distinctive thematic approach to achieve clients’ long-term investment goals.

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