Partner – Family Office
She brings over 10 years’ experience as a trusted adviser to a wide client base, specialising principally in providing strategic and integrated investment, financial and tax planning to entrepreneurs and private equity professionals.
Kate joined the team in 2019 following over 7 years at Handelsbanken Wealth Management, where she headed up the Private Office – North team. Prior to this, she trained as a Chartered Tax Adviser, spending the majority of her time at Deloitte LLP, London. She holds a Law & Business degree from the University of Warwick and is a Member of the Chartered Institute of Securities & Investment.
Kate is also a trustee of Envision, a youth social action charity based in London, Birmingham and Bristol.
Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa
Partner – Group Head of Risk and Compliance - Family Office, Corporate Services, Legal and Tax Advisory