Benjamin Gilbert Email and Phone Number
Investment/Fund Manager providing strategies for private clients and professional intermediaries. I am currently responsible for the management of Sarasin & Partners Model Portfolio Service (MPS), Funds run on behalf of wealth managers and a number of bespoke private client investment portfolios.I work closely with:> Financial Advisers and Consultants> Professional Intermediaries > Private ClientsI joined Sarasin after 9 successful years with Tilney, where I was a Director within the Investment Advisory department. I chair the External Funds Committee here at Sarasin and sit on our Investment Strategy Group. I am particularly enthused to be at Sarasin due to its robust Global, Thematic investment philosophy, Partnership structure which helps to align the business very well with clients and a strong Responsible Stewardship mentality.I am particularly interested in: > Hearing from those with aspirations to work in Investment Management, particularly those from less advantaged backgrounds> If you feel Sarasin & Partners or I may be a good fit as an Investment Manager for you or your clients> If you are looking to grow your professional networkIf any of the above apply to you, please do message me on Linkedin
Sarasin & Partners Llp
View- Website:
- sarasinandpartners.com
- Employees:
- 241
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Business PartnerSarasin & Partners Llp Jun 2024 - PresentLondon Area, United KingdomBusiness Partner at Sarasin & Partners LLP -
Business PartnerSarasin & Partners Llp Jun 2024 - PresentLondon Area, United Kingdom -
Senior Associate PartnerSarasin & Partners Llp Apr 2020 - Jun 2024London, England, United Kingdom -
Associate Partner, Investment ManagerSarasin & Partners Llp Jan 2019 - Apr 2020London, United KingdomPrimarily responsible for managing portfolios on behalf of private clients and professional intermediaries. I was identified as one of Wealth Manager Magazines "Top 30 under 30".Attended University College London and graduated with a First-Class BSc Hons in History & Philosophy of Science. He has passed the Chartered Institute for Securities and Investments (CISI) Masters in Wealth Management, Private Client Investment Advice & Management qualification (PCIAM) and CFA Level 1. I am also a Chartered Fellow of the CISI.Areas of expertise- Investment Management (Multi-Asset)- Collective Investment Vehicles (OEICs, NURS, FICs, Distributor Influenced Funds (DIFs))- Model Portfolio Service (MPS)- Pensions/SIPPs- Trusts- Unwrapped Investments- Tax-Efficient products (VCTs, EISs, AIM Portfolios etc) -
DirectorTilney Group Feb 2017 - Dec 2018London, United KingdomSenior Investment Adviser providing bespoke advice for private clients.In order to attain the highest professional standards and best possible outcomes for clients, I combined my private client work with specific investment related activities; sitting on the Tilney Fund Selection Committee and Asset Allocation Committee. Specialties- Personalised investment advice/management- ISAs- Pensions/SIPPs- Trusts- Unwrapped Investments- Collective Investment Vehicles- Tax-Efficient products (VCTs, EISs, AIM Portfolios etc) -
Associate DirectorTilney Bestinvest Jul 2014 - Feb 2017Mayfair -
Senior Investment AdvisorBestinvest Aug 2010 - Jul 2014
Benjamin Gilbert Skills
Benjamin Gilbert Education Details
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University College LondonBachelor Of Science (Bsc) -
Bachelor Of Science (B.Sc.)
Frequently Asked Questions about Benjamin Gilbert
What company does Benjamin Gilbert work for?
Benjamin Gilbert works for Sarasin & Partners Llp
What is Benjamin Gilbert's role at the current company?
Benjamin Gilbert's current role is Business Partner at Sarasin & Partners LLP >Investment Management for Professionals and Private Clients | Asset Allocation | Asset Management |.
What schools did Benjamin Gilbert attend?
Benjamin Gilbert attended University College London, University College London, U. Of London.
What skills is Benjamin Gilbert known for?
Benjamin Gilbert has skills like Wealth Management, Investments, Investment Advisory, Retirement Planning, Portfolio Management, Equities, Trusts, Asset Management, Investment Strategies, Wealth, Financial Services, Financial Advisory.
Who are Benjamin Gilbert's colleagues?
Benjamin Gilbert's colleagues are Thomas Morley, Sepehr Karimpour, Monika Oliniak, Nathaniel Hone, Elliott Worth, Valentina Hall, Patricia Fiddes.
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Benjamin Gilbert
Managing Director, Head Of Private Capital Markets Distribution At Peel HuntLondon2pictet.com, gmail.com -
1vegaconsult.co.uk
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2citigroup.com, citi.com
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