Sarasin & Partners collaborates with Stellar Asset Management on AIM offering

Sarasin & Partners has partnered with Stellar Asset Management on the development and ongoing management of its AIM proposition.

The partnership aims to combine Stellar’s experience in AIM and inheritance tax-focused investment with Sarasin’s discretionary investment management capabilities.

Through the agreement, Sarasin will gain access to Stellar’s AIM model outputs, investment research, and specialist market insight, with Sarasin looking to expand the range of investment solutions available to its clients.

Sarasin said this would enable it to draw on the expertise and investment process of a dedicated AIM specialist, while remaining responsible for the management of client portfolios.

It will continue to have full discretion over all investment decisions, trade implementations, and ongoing oversight of portfolios.

Stellar’s understanding of AIM and smaller companies, alongside its capabilities in asset-based investment tax solutions, will be implemented alongside Sarasin’s experience as a discretionary investment manager and understanding of how an AIM allocation can be considered within a client’s wider portfolio, investment objectives, and individual circumstances.

“Clients are increasingly looking for investment solutions that combine specialist expertise with the discipline of a broader discretionary investment approach,” said Sarasin & Partners chief client officer, Hadley Simons.

“AIM requires specialist knowledge and a disciplined approach, particularly when investing in smaller companies.

“Working with Stellar gives us access to additional expertise in this market, while allowing us to retain the discretion and oversight that are central to how we manage our clients’ portfolios.”

Stellar Asset Management CEO, Jonathan Gain, added: “This partnership reflects a shared commitment to delivering high-quality investment solutions backed by specialist expertise.

“Stellar has built a strong track record in AIM and inheritance tax-focused investing, and we are pleased to support Sarasin with our research, market insight and investment process.

“Together, we can provide advisers and clients with greater access to specialist strategies within a professionally managed discretionary framework.”

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