Katie joined in 2020 and is a Portfolio Director, responsible for managing portfolios on behalf of charities. She joined Cazenove from Schroders, where she spent eight years working with a range of clients including sovereign wealth funds, central banks and public and private pension schemes. Katie holds an MBA from Imperial College and a BSc in Economics and Philosophy from the London School of Economics and Political Science (LSE). She is also a CFA Charterholder and holds the Investment Management Certificate (IMC).
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.
The website is not suitable for retail clients. Retail clients should refer to www.schroders.com for the most appropriate local site.
Views and Opinions Cazenove Charities has expressed its own views and opinions on this website, and these may change.