Mentor list / Mentor bio
Overview
Sarah Bates currently serves as Senior Independent Non-Executive Director of Alliance Trust plc (since 2021) and Chair of the Universities Superannuation Scheme Investment Management Ltd (USSIM) (since 2021). She is an Independent Member of the BBC Pension Scheme Investment Committee (since 2021). These roles reflect her leadership in shaping oversight and deployment of institutional capital across pensions, ESG, and board governance.
Her distinguished 40-year career began in investment analysis and portfolio management, culminating in her role as Joint Chief Investment Officer and Divisional CEO at Invesco UK, where she led institutional asset strategies. She then transitioned to a plural career, most notably as Chair of St James’s Place plc (2004-2018) and Chair of John Lewis Partnership Pensions Trust Ltd (2020-2023), as well as serving as Senior Independent Non‑Executive Director at Worldwide Healthcare Trust plc(2013-2023).
In addition to her corporate roles, Sarah co-founded The Diversity Project, a nonprofit organisation that promotes inclusion in the UK financial services sector. She has chaired the Association of Investment Companies, Polar Capital Technology Trust, and Merian Global Investors. Her counsel extends to the charitable sphere, where she chaired the Investment Committee at St Joseph’s Hospice.
She brings deep cross-sector expertise in:
• Investment & pension governance – leading strategic oversight at FTSE listed companies and public pension fund managers
• Institutional asset management – steering global investment strategy, risk and portfolio alignment
• Board leadership & stakeholder engagement – fostering investor trust, diversity and high-performing governance
• Diversity & social impact – integrating inclusive practices into leadership development and boardroom representation
Sarah holds a BA in Law and an MBA from London Business School. She is known for her strategic insight, inclusive mindset and ability to align financial performance with long-term institutional purpose. Known for her people-centred approach, Sarah focuses on leadership as the foundation of long-term organisational success.
PDF Profile
download pdf profileMajor Career Roles
St James’s Place plc
Chair
Polar Capital Technology Trust plc
Chair
John Lewis Partnership Pensions Trust Ltd
Chair
JP Morgan American Investment Trust plc
Chair
Merian Global Investors Investment
Chair
Association of Investment Companies
Chair
Worldwide Healthcare Trust plc
Senior Independent Non-Executive Director
Alliance Trust plc
Senior Independent Director
Invesco UK
Joint Chief Investment Officer and Divisional CEO
Other Career Highlights
Baillie Gifford China Growth Trust plc (when it was Witan Pacific Investment Trust)
Chair
Royal College of Surgeons of England (RCSE)
Adviser
Investment Committee of the CRC (UK) Pension Fund
Chair
Stena UK Pension Scheme
Chair
New India Investment Company
Non-Executive Director and Audit Committee Chair
U and I Group plc
Senior Independent Director and Audit Committee Chair
UK Takeover Panel
Member
USSIM Ltd
Chair