Long-term thematic focus Sarasin & Partners emphasizes a long-term, thematic approach and responsible investing with embedded stewardship and active engagement. Sales opportunity: position complementary ESG data, governance solutions, or stewardship reporting services to deepen client relationships and support their investment thesis.

Senior leadership expansion Recent appointments at partner and leadership levels (Ben Gilbert, Tom Lindsey) and a new head of investment (Fiona O’Neill) signal a growth trajectory and ongoing emphasis on client service and strategy. Sales opportunity: offer executive onboarding, client-facing advisory, or leadership-aligned solution packages to leverage their expanded leadership capacity.

Strategic growth in solutions Launch of Sarasin and the introduction of new solutions indicate a commitment to expanding offerings beyond traditional investment management. Sales opportunity: introduce modular product suites, technology-enabled investment platforms, or advisory services to accelerate cross-sell within the existing client base.

Regional expansion signals Plans to relocate offices and expand presence in Northern Europe suggest geographic growth and potential new client acquisition. Sales opportunity: pursue regional business development partnerships, localized marketing, and territory-specific compliance or onboarding services.

Sustainability and governance emphasis Formal policies such as the Human and Labour Rights Policy and a stewardship-centric investment process highlight strong ESG governance. Sales opportunity: offer ESG data, supply chain due diligence, and sustainability reporting solutions to align with their responsible investing framework and client expectations.