Overview
Assets Under Management: $603 million
High-Net-Worth Clients: 132
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 169
Discretionary Accounts: 169
Regulatory Filings
CRD Number: 115788
Last Filing Date: 2024-03-29 00:00:00
Website: https://sarasin.co.uk