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Credentials
None foundExperience Industry experience
20 years
Location
Remote
Sarasin Asset Management Limited
Team
Total advisors
2Clients per advisor
59 TypicalAvg AUM per client
$3,308,428 Very HighHNW client ratio
100% Very HighNicholas Wood is a financial advisor at Sarasin Asset Management Limited with 20 years of industry experience. He has been with Sarasin since 1998. Outside of his advisory role, he is a director overseeing Benbrook Consulting, Ltd, a social media consulting business. Sarasin Asset Management Limited provides discretionary investment management to high-net-worth individuals, charities, and corporates, using a thematic and global investment approach focused on preservation and growth over a minimum five-year horizon. The firm employs dynamic asset allocation and specialist strategies within portfolios constructed from an S&P-generated buy list.
Based on Sarasin Asset Management Limited
$0 - $5,000,000: 1.00% (0.85% investment management + 0.15% service and administration) $5,000,000 - $10,000,000: 0.90% (0.75% investment management + 0.15% service and administration) $10,000,000 - $15,000,000: 0.70% (0.55% investment management + 0.15% service and administration) $15,000,000 - $30,000,000: 0.55% (investment management only) $30,000,000+: 0.45% (investment management only)
Texas
20 years of industry experience
Sarasín
1998 - Present • 28 years
London
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Real estate agent
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