Sarasin Mobile is an easy and accessible way to reach your portfolio information all in one client portal.
View your portfolio’s performance over a variety of time periods, keep up to date with its composition and transactions, and monitor your portfolio’s ESG and stewardship-related credentials. Access and download your personal portfolio documents and contact your account team directly via the portal messaging centre.
Keep informed of the latest insights, videos and training from Sarasin & Partners’ investment teams, and be notified of important news – all delivered via a secure format within the portal.
To get started, download the App and follow our step-by-step guide which takes you through how you can get the best out of your client portal.
THIS APP IS INTENDED FOR CLIENTS OF SARASIN & PARTNERS LLP ONLY.