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Who's Moving Where In Wealth Management? - RBLGGG, Sarasin
Editorial Staff
15 January 2020
Robinson Brog Leinwand Greene Genovese & Gluck PC McCaffrey – who has been appointed senior vice president, US distribution and consultant relations – is tasked with leading growth of Sarasin’s US charities and institutional business.
Manhattan law firm , has hired investment professional Sean McCaffrey, to be based in the US.
Prior to this, McCaffrey worked at CBIS, a New York-based socially responsible investment management group, where he developed key contacts across the institutional and consultancy space. He has more than three decades of experience working in investment sales and client relations, for companies such as APS Asset Management and Endowment Capital Group.
Sarasin & Partners is a global thematic ESG asset manager – with £14.7 billion (end-December 2019) invested on behalf of charities, private clients and institutions. Sarasin Asset Management, which has been registered as a US investment advisor since 2003, manages more than $510 million (end-December 2019) in US client assets. The group offers tailored solutions for a variety of US clients including endowments, not-for-profits, institutions, domestic private clients, family offices and UK expats.
“As the world grapples with climate change, the widespread adoption of ESG factors by investors has particularly driven demand for our Climate Active and Global Thematic strategies in the US. Sean’s in-depth understanding of socially responsible investing makes him a natural fit for promoting the Sarasin approach,” Ruadhri Duncan, investment director, said.