“For me, getting to know and understand my clients is an absolutely crucial part of what I do – that’s the best way to help them achieve their financial goals and targets.”
- Locations
- London, City
Kate is an Investment Manager and Divisional Director in our London Office. She provides bespoke discretionary investment solutions for private clients and for clients introduced by intermediaries, managing general investment accounts, ISAs, SIPPs and Trusts.
Kate is enormously proud of the longstanding and trusted relationships she has developed with her clients over the years. Many of her clients are multigenerational families looking to cascade wealth to the younger generations over time. Kate enjoys mentoring and coaching colleagues at the early stages of their investment management careers.
Beginning her financial services career in 1998 at the Prudential, Kate moved on to merchant banking group Close Brothers and then joined RBC Brewin Dolphin in 2005. She has a Diploma in Investment Management from the Chartered Institute for Securities & Investment (CISI) and is a Chartered Fellow of the CISI.