Stephen Rothwell

Spear’s Review

Stephen Rothwell, business partner at Sarasin & Partners, serves the needs of clients ranging from entrepreneurs to trusts, family offices and international non-doms.

Communication, says Rothwell, is key to Sarasin’s approach to investing, combining global monitoring of potential targets together with rigorous analysis and clear reporting of that analysis to clients.

Rothwell, who is an Oxford PPE graduate and started his career in 1996 at Mercury Asset Management, is a chartered financial analyst and holds the IMC (investment management certificate). He joined Sarasin in 2019 after working as head of private merchant banking at Edmond de Rothschild.

Adviser Profile

Stephen advises a diverse client base made up of entrepreneurs, family businesses, family offices, UHNWs, trusts and UK and international non-dom individuals. He focuses on ‘innovative areas of finance’, ranging from ESG to multi-asset investments and private equity. He takes a collaborative approach, saying that ‘private investors need their advisers to be experts in their individual fields, but also experts in collaboration across disciplines’. 

Stephen is proud of the fact that Sarasin & Partners’ investment philosophy and client service has produced a ‘winning combination’ for its clients: a global thematic approach to identifying investments, together with integrated ESG analysis and ‘great client communication’.