Sophie Spencer

Spear’s Review

‘My guiding principles are to fully understand a client’s circumstances, and ensure they are paired with the most appropriate team, with experience and a suitable personality fit, to allow the best chance of a positive, lasting relationship,’ says Sophie Spencer of Sarasin & Partners.

As a partnership, the firm aligns its interests with those of its clients. ‘Many staff members invest their own wealth here, which is a solid vote of confidence in our investment process,’ says Spencer. She adds that Sarasin has ‘a peerless staff retention rate’ – averaging a decade across Spencer’s department – which increases client confidence in its offering.

Prior to Sarasin, Spencer spent four years with a corporate finance boutique in Mayfair. She holds CISI and CFA certificates for both investment management and private client advice.

Adviser Profile

Sophie is responsible for promoting Sarasin & Partners’ services to private individuals and families, and their professional advisers. The clients she attracts are varied – from UK landed estates and business owners to international families (including those with US connections) and trusts.

Sarasin’s ability to manage complex client arrangements with considered and attentive personal service, paired with a robust global, thematic, responsible investment process, has proven appealing to a wide range of wealthy clients. These factors, combined with working with a team of exceptional professionals who ‘really care and stick around’, are key reasons Sophie has been successful in her role since joining Sarasin in 2012.