Stonehage Fleming, one of the world’s leading independently owned family offices, announces the appointment of Kate Boswell as Director in the Wealth Planning team.
With over 10 years of advisory experience, Kate joins Stonehage Fleming from Handelsbanken Wealth Management, where she was a Client Director and Head of Private Office – North. In this role, she was responsible for providing integrated investment, financial and tax planning services to the firm’s wealthiest and most complex clients.
Prior to this, Kate qualified as a Chartered Tax Adviser (CTA), doing the majority of her training at Deloitte LLP, London, where she was responsible for providing tax compliance and advisory services to wealthy individuals. Kate is also a trustee of Envision, a youth social action charity. Kate will be based in London and report to Susie Hillier, Head of Wealth Planning.
Commenting on the appointment, Susie Hillier said: “We are very pleased to welcome Kate as a Director at Stonehage Fleming. She has considerable experience in advising entrepreneurs on the management of their wealth outside of their business as well as private equity individuals at all stages of their financial journey. Her experience will contribute significantly to our existing talented and dedicated team. Kate’s appointment (following other senior hires during 2018) demonstrates our commitment to the further growth and development of our wealth planning offering to continue to meet the needs of our UK client base.”
Kate Boswell added: “I am very pleased to join Stonehage Fleming’s wealth planning team and look forward to adding value to both existing and new clients by providing strategic wealth planning advice in conjunction with the wider Stonehage Fleming family services.