“The joy of my role is dealing with different people every day, building relationships over a long period of time and empowering people to feel confident in their financial decisions.”
- Locations
- London, St. James’s
Katie constructs and manages discretionary investment portfolios for her clients. She enjoys working with professional intermediaries including independent financial advisors, solicitors and accountants. Katie often helps clients through pivotal moments in their lives, such as sale of business or relationship breakdown, and is glad to be able to provide reassurance and guidance through these times.
Katie started her career at UBS, from there she joined the RBC Brewin Dolphin London office in 2011, completing her professional qualifications and progressing to Investment Manager, before moving to the West End office team in 2018 to help with its launch. She is a Chartered Fellow of the Chartered Institute for Securities & Investment.