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Sarah Bates

Sarah Bates

I am a white middle class girl from Manchester. Arsenal supporter and Islington resident. My mother was a medical librarian and quite radical, and my father is an academic and fanatical skier. I am happily married and our daughter is doing a PhD in planetary physics.

Currently: Chair Merian Global Investors, Polar Capital Technology Trust and The Diversity Project Charity. One of founders of The Diversity Project and help run Ambassadors Programme. NED of Worldwide Healthcare Trust, Investment Committee member of the BBC Pension Scheme and USS. Trustee, The Liver Group Charity. Mentor at Chairman Mentors International.

Brief and slightly selective history:  NED and then Chair, St James’s Place plc (FTSE 100 company) 2004 to 2018. NED and Chair JP Morgan American Investment Trust, NED and Chair Witan Pacific Investment Trust, Audit Committee Chair UandI plc, New India Trust. NED and Chair, Association of Investment Companies. Takeover Panel Member. Chair Stena Line (UK) Pension Fund, CRC UK Pension fund investment committee, advisor East Riding Pension Fund and Merseyside Pension Fund, Chair Rutley Russia Pension Fund, Kings Corner Project. Author of guide to investment jargon. CEO Invesco Institutional UK, Managing director Invesco Specialist Funds, joint CIO Invesco UK, Head of UK equities, UK fund manager 1984-2003. UK Fund Manager NPI 1982 -1984. Food retailing analyst, Stockbroking firm 1980-1982.

BA (Hons), Trinity Hall Cambridge. Pt 1 Philosophy, Pt 2 Law.

MBA (then an MSc) LBS 1982-84

Fellow CFA UK

Diversity Project Ambassador



 

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