Mentor list / Mentor bio
Overview
Sarah Bates has over 40 years of experience in the investment and wealth management, pensions and charity sectors.
Sarah is Senior Independent Non-Executive Director of Alliance Trust plc. She is also Chair of Universities Superannuation Scheme Investment Management and Chair of the BBC Pensions Investment Ltd and an Independent Investment Committee member of the BBC Pension Fund. She is also a Senior Adviser to Lansons PR.
Previously, Sarah was Chair of St James’s Place plc and the John Lewis Partnership Pension Fund, and Senior Independent Non-Executive Director of World Healthcare Trust plc. She has also been Chair of Polar Capital Technology Trust plc, of Merian Global Investors (taken over by Jupiter Asset Management), the Association of Investment Companies and of 6 other organisations, including charities, a pension fund and investment companies.
In the charity world, Sarah has previously been Chair of the Kings Corner Project (a small youth charity), a Trustee of the Liver Group Charity, Chair of the Investment Panel at St Joseph’s Hospice and a lay adviser to the Royal College of Surgeons Investment Committee.
Sarah started her career as a retail analyst, then became a fund manager at Invesco and worked her way up to the position of Joint Chief Investment Officer and CEO of Invesco’s institutional business in the UK. She was also one of the co-founders of the Diversity Project, and set up the Diversity Project Charity, of which she was Chair.
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