“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 is an assistant director and investment manager. She constructs and manages discretionary portfolios for her clients, with a key part of her role involving advising them on the rationale behind their investments.
Through active networking she has built up a diverse client base and often works closely with solicitors and accountants. She 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 as an investment assistant. From there she joined the RBC Brewin Dolphin London office in 2011, completing her professional qualifications and progressing to investment manager. She is a chartered fellow of the Chartered Institute for Securities & Investment.