Kate joined in 1990 from Quilter Goodison where she started her investment career. She is Head of Wealth Management UK Client Service and is a member of the UK Management Committee. Kate focuses on managing investment portfolios for some of our largest and more complex UK and international private families and trusts, as well as for charities. Kate is a director of Schroders Pension Trustee Ltd. She has completed the London Business School Investment Management Programme, as well as a BSc in Human Environmental Sciences from King’s College, London University. Kate holds the Securities & Investment Institute Diploma.
The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.
This website is for persons "eligible charities" in the UK or others to whom it may lawfully be communicated under the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 and the rules of the FCA, including entities or persons who are authorised by the FCA, or qualify as Professional Clients or Eligible Counterparties under the FCA's rules only.
Eligible charities "Eligible charities" for these purposes are existing Cazenove Charities clients or charitable organisations who are registered with the Charities Commission, or exempt charities, or other persons eligible to participate in collective investment schemes constituted under the Church Funds Investment Measure 1958 or section 24 of the Charities Act 1993, or equivalent organisations in Scotland or Northern Ireland. Certain investments or services to which this material relates may only be available to such persons. This material must not be relied upon or acted upon by any other persons in the United Kingdom.
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