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Andrew S

Series 63, Series 65

Austin, TX

Sarasin Asset Management Limited

Andrew Stewart is a financial advisor at Sarasin Asset Management Limited with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sarasin since 2015. In addition to his advisory role, Stewart serves as a consultant for an international trust company, focusing on marketing and professional intermediaries. Sarasin Asset Management Limited provides discretionary investment management primarily for high-net-worth individuals, charities, and similar entities. The firm emphasizes long-term thematic investing, dynamic asset allocation, and active credit analysis within a global investment strategy.

Wealth management Active portfolio management ESG / Sustainable investing
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Nicholas W

Remote

Sarasin Asset Management Limited

Nicholas 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.

Wealth management Active portfolio management ESG / Sustainable investing
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