Sarasin Launches US Client Model Portfolio Service
Sarasin Asset Management has introduced a model portfolio service designed for UK advisers working with US-connected clients.
Updated on Nov. 2, 2026 in Investing
Sarasin Asset Management, a London-based subsidiary of Sarasin & Partners, has launched a US Client Model Portfolio Service for UK advisers. The service includes balanced, growth and equity strategies, each available in both GBP and USD.
Why it matters
The service addresses reporting requirements and discretionary portfolio servicing for US-connected clients, including those managing intergenerational wealth transfers or relocating between the UK and US. It gives advisers access to the firm's investment expertise for clients navigating cross-border financial needs.
The service offers three strategies (balanced, growth and equity), each available in both pounds sterling and US dollars. No performance figures, fee levels or asset volumes have been disclosed for the launch.
The players
Sarasin Asset Management
A London-based subsidiary of Sarasin & Partners focused on serving clients with US connections.
Sarasin & Partners
The parent investment firm whose existing model portfolio service served as the framework for the new US offering.
The details
The US Client Model Portfolio Service is built on the framework of Sarasin & Partners' existing model portfolio service. Portfolios are managed within clearly defined risk parameters, and the service is designed to support advisers managing discretionary portfolios of different sizes.
Timeline
- Launch of the US Client Model Portfolio Service was reported on 2 November 2026.
Market Dynamics
The launch responds to the reporting burden that US tax rules, including FATCA, place on UK-based investors with US connections, extending an existing Sarasin model portfolio framework to address those needs. It reflects a broader pattern of UK wealth managers building cross-border offerings for expatriates and internationally mobile clients.
UK advisers with US-connected clients gain a dedicated model portfolio option offered in both GBP and USD. Investors who are expatriates, relocating between the UK and US, or handling intergenerational transfers may see simpler portfolio management and reporting through their adviser.
The takeaway
Investors with US connections should ask their adviser whether a currency-matched, US-focused model portfolio fits their situation. Comparing the reporting support and currency options against their own cross-border needs is a practical first step.
Further reading
For broader context on managing portfolios across borders, see Investing.
Source note: This article includes information reported by International Adviser.
