Sarasin & Partners LLP

CPD Standards Office Provider Number: 21004

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Category: Financial Services & Legislation, Law & Legislation


Sarasin & Partners LLP is a London-based asset management group that manages £14.4 billion (as of 30th September 2019)

on behalf of charities, institutions, intermediaries, pension funds and private clients, from the UK and around the world.

Sarasin & Partners is known both as a market leader in thematic investment and for long-term income and dividend management across multi-asset and equity mandates. Consistent with a longer-term approach is a commitment to ‘stewardship’ principles, embedding environmental, social and governance considerations into the investment process.

Accredited Activities:

Training Courses

  • Foundation Investment Training: Understanding your Responsibilities (F2F & Online)
  • Advanced Investment Training for Charity Trustees
  • ESG Workshop – What You Need to Know and What You Need to Action
  • Don’t Stop Thinking About Tomorrow
  • Working with Charities
  • Future-Proofing Your Portfolio
  • Sarasin Spring Investment Seminars
  • Sarasin Foundation Trustee Training
  • Sarasin Advanced Trustee Training


  • Annual Spring Investment Seminar (F2F & Online)


Who Should Attend:

The Foundation Investment Training intensive half-day seminar is designed to give delegates a thorough understanding of the fundamental principles of charity investment, as well as their responsibilities as a trustee or charity manager.

Further Information: