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Who’s Moving Where In Wealth Management? – Downing, Sarasin & Partners

Editorial Staff

1 April 2023

This week , an £18.3 billion ($22.5 billion) global investment manager which invests thematically and sustainably on behalf of charities, private clients and institutions, this week appointed Melanie Roberts as the new head of its 20-strong charity team.

Roberts joined the Sarasin & Partners charity team, which manages £8 billion of assets for charity clients, in 2011, having previously worked at Newton Investment Management. 

She was made a partner at Sarasin & Partners in 2016. Following her recent appointment, Roberts will focus on strategy, stewardship and client service as she and the team seek to grow charity portfolios amidst a new economic regime of rising interest rates and slowing global growth, the firm said.

Roberts is taking over from Richard Maitland, who has been head of charities since 2003. Maitland will become a senior partner at the firm and will continue to sit on the firm’s executive committee, the firm added.  He will remain focused on client management, while helping develop new business opportunities, which includes Sarasin & Partners’ private equity business, Sarasin Bread Street.