Your wealth.
Considered together.
Your financial world
Your investments, businesses, borrowing and structures form one connected financial position.
Clarus alongside you
We manage investments and work with your institutions and advisers, considering their decisions together.
Investment management.
In the context of your wealth.
We manage portfolios and select external managers to meet your investment objectives. Our approach takes account of your wider wealth, liquidity needs and existing exposures, ensuring that investment decisions are considered in the context of your overall financial position.
Objectives before allocation
Investment strategy begins with what the capital needs to achieve, over what horizon and within what constraints
Risk before return
We consider the risks a client can afford and is willing to take before determining which returns to pursue
Allocation before selection
Portfolio structure and the allocation of capital and risk come before individual manager, fund or security selection
Diversification must be economic
Different asset labels do not necessarily represent different underlying risks. We focus on genuine sources of diversification
Illiquidity must earn its place
Private investments should offer sufficient prospective reward to compensate for illiquidity, complexity and uncertainty
Pricing matters
The quality of an asset or manager does not determine whether it is attractive at every valuation or on every set of terms
Our capabilities.
Investment management, strategic wealth advice and family office support, brought together around your priorities.
Investment management
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Discretionary portfolio management and investment advice
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Asset allocation, portfolio construction and risk management
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Security selection and external manager selection
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Public markets, alternative investments and co-investments
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Structured investment solutions
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Implementation, monitoring and portfolio review
Wealth
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Wealth strategy across your overall financial position
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Liquidity planning and assessment of future commitments
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Financing and liability management
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Concentration and currency exposure across your wealth
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Succession planning and coordination of ownership structures
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Coordination with tax, legal and other specialist advisers
Family office
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Consolidated performance and risk reporting
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Cash-flow monitoring and private-market administration
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Banking and custody coordination, including negotiation of pricing and terms
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Family governance and decision-making support
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Philanthropy and charitable giving
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Financial education and preparation of the next generation
How we work.
Clients engage Clarus at the level their circumstances require. The scope may broaden; the underlying discipline remains the same.
Investment management
Discretionary or advisory investment management focused on portfolio construction, implementation and oversight
Investment and wealth
Investment management combined with broader wealth coordination, including liquidity planning, consolidated reporting, custodian coordination and selected structuring oversight.
Integrated family office
Full coordination across investments, entities, structures, advisers and jurisdictions, with a focus on family priorities across generations
Our senior team.
Our senior team averages over 25 years of professional experience, gained across investment, advisory and operational roles at leading international financial institutions. Senior practitioners lead client relationships directly, taking responsibility for advice, investment decisions and implementation.
Aditya Sarin
Chief Executive Officer and Partner
Aditya has 23 years of investment management and wealth management experience. He spent 14 years at UBS where he advised ultra-high net worth and family office clients based in the UK, Middle East and Africa. Before this, he spent four years at Citigroup. Prior to founding Clarus, he was founding Chief Executive Officer at a London-based and FCA regulated multi-family office. Aditya holds master’s degrees in finance from Lancaster (UK) and Bern (CH) universities, and in wealth management from Rochester (US). He is a Chartered Wealth Manager and Chartered Member of the Chartered Institute for Securities and Investment.
Mario Georgiou CFA
Head of Investments and Partner
Mario has 17 years of investment and management experience. He started his career in financial controlling with UBS, transferring to investment product and services in wealth management in 2011, serving in the foreign exchange and structured products / derivatives teams. He went on to be a senior investment advisor serving ultra-high-net-worth and family office clients based in the UK, Middle East and Africa. Prior to Clarus, he served as head of investments at a London-based multi-family office. He holds a degree in accounting and finance from Loughborough University (UK), completed the advanced valuation program at NYU Stern (US), is a Chartered Financial Analyst holder and a Member of the Chartered Institute of Securities and Investment.
Nick Perryman
Vice Chairman and Partner
Nick has 28 years of investment and wealth management experience, predominantly at UBS where he was a managing director and head of its international wealth management business in London. Prior to this, he served as head of investment products and services, responsible for the investment offering across $50 billion of client assets, including $18 billion in discretionary management. He is co-author of the book, Leadership in Wealth: Mastering the Opportunities of Wealth in your Family, Firm and Society. He holds degrees from Durham and London universities (UK), including an MA, MBA in finance, and MSc in organisational psychology. He is a Chartered Financial Planner, Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment.
Shauna McGee
Head of Operations and Compliance, and Partner
Shauna has 15 years of financial services experience. She spent a decade in the international wealth management business at UBS in London, and before that held product roles in BNY Mellon’s corporate trust division. Prior to Clarus, she served as head of operations and deputy head of compliance at a London-based and FCA regulated multi-family office. She is a graduate in economics and politics from the University of Leeds (UK).
Achal Kapoor
Head of Private Clients and Partner
Achal has 30 years of wealth management and banking experience, having previously been deputy CEO of a UK-based multi-family office and before that served in various senior leadership roles. At Citigroup, he was the head of the UK-Europe division of the global non-resident Indian wealth management business. At Kotak Mahindra, he was a regional head of their institutional asset management business. He commenced his career at Standard Chartered. He holds an MBA in finance from McGill University (CA), a bachelor’s degree in computer science (IN) and is a Chartered Member of the Chartered Institute for Securities and Investment.
Bhupinder Bamrah
Partner, Relationship Management
Bhupinder has 37 years of wealth and investment management experience, serving wealthy families and family offices based in the UK, Middle East and Africa at UBS, Standard Chartered, ABN Amro and Barclays, all in London. He is a graduate in economics with first class honours from the University of Nairobi (KE), is a Chartered Wealth Manager and Chartered Member of the Chartered Institute for Securities and Investment.
Our insights.
Perspectives on markets, investment strategy and the wider decisions that shape family wealth.
