Benjamin Gilbert

Benjamin Gilbert Email and Phone Number

Business Partner at Sarasin & Partners LLP >Investment Management for Professionals and Private Clients | Asset Allocation | Asset Management | @ Sarasin & Partners LLP
london, england, united kingdom
Benjamin Gilbert's Location
Greater Guildford Area, United Kingdom, United Kingdom
About Benjamin Gilbert

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

Benjamin Gilbert's Current Company Details
Sarasin & Partners LLP

Sarasin & Partners Llp

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Business Partner at Sarasin & Partners LLP >Investment Management for Professionals and Private Clients | Asset Allocation | Asset Management |
london, england, united kingdom
Employees:
241
Benjamin Gilbert Work Experience Details
  • Sarasin & Partners Llp
    Business Partner
    Sarasin & Partners Llp Jun 2024 - Present
    London Area, United Kingdom
    Business Partner at Sarasin & Partners LLP
  • Sarasin & Partners Llp
    Business Partner
    Sarasin & Partners Llp Jun 2024 - Present
    London Area, United Kingdom
  • Sarasin & Partners Llp
    Senior Associate Partner
    Sarasin & Partners Llp Apr 2020 - Jun 2024
    London, England, United Kingdom
  • Sarasin & Partners Llp
    Associate Partner, Investment Manager
    Sarasin & Partners Llp Jan 2019 - Apr 2020
    London, United Kingdom
    Primarily 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)
  • Tilney Group
    Director
    Tilney Group Feb 2017 - Dec 2018
    London, United Kingdom
    Senior 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)
  • Tilney Bestinvest
    Associate Director
    Tilney Bestinvest Jul 2014 - Feb 2017
    Mayfair
  • Bestinvest
    Senior Investment Advisor
    Bestinvest Aug 2010 - Jul 2014

Benjamin Gilbert Skills

Wealth Management Investments Investment Advisory Retirement Planning Portfolio Management Equities Trusts Asset Management Investment Strategies Wealth Financial Services Financial Advisory Investment Management Financial Planning Mutual Funds

Benjamin Gilbert Education Details

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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