MENTORS

Sarah Bates

Sarah Bates

Sarah Bates has over thirty-five years’ experience of the investment and investment management sectors. She started life as an analyst with Simon & Coates and worked her way up through Invesco Ltd. to become joint Chief Investment Officer and Chief Executive of the institutional business in the UK. She has therefore significant experience of institutional investment. She has an MBA specialising in investment and finance from the London Business School and has been elected a Fellow of the CFA Society of the UK.

She was appointed to several roles from the early 2000s, generally in the investment world. She was appointed to the Boards of Witan Pacific Investment Trust and of JP Morgan American Investment Trust, and became Chair of both, from which posts she retired last year. She was also Chair of the Audit Committee of New India Investment Trust, amongst other investment company board roles. She was elected to the Board of the Association of Investment Companies in 2006 and elected Chair in 2011. She was an ex-officio member of the Takeover Panel in that capacity.

In the property world, she was appointed a Non-Executive Director of U and I Group plc, and Chair of its Audit Committee (and later SID), and Chair of a small Russian property company.

Ms Bates has also considerable experience in the pension fund world, including as an external advisor, Chair of Trustees and a member of pension fund investment committees. She was appointed Chair of the Cancer Research UK Pension Fund Investment Committee having been a member of it, and is now a special member of the USS Investment Committee.

Board Mandates

Ms Bates joined the Board of St. James’s Place Wealth Management as an Independent Non-Executive Director in 2004 and was appointed Chair on 1 January 2014. She is also Chair of the Nomination Committee. She has been a member of its Investment Committee, Chair of the Remuneration Committee and Senior Independent Director.

She is a Non-Executive Director of the Worldwide Healthcare Trust plc and last year was appointed Chair of the Polar Capital Technology Trust plc, having joined its board in 2011. She is Chair of the St. Joseph’s Hospice Investment Panel.

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