Head of Client Service, UK Wealth Management
Joined Schroders in 1990
Industry experience from1987
Degree inHuman Environmental Sciences
Kate joined in 1990 and manages investment portfolios for large UK and International private families, and charities. She started her investment career in 1987 at Quilter Goodison. Kate is a senior member of the Investment Policy Committee.
Kate joined in 1990 and is Deputy Head of UK Wealth Management and sits on Cazenove Capital’s UK Management Committee. Kate focuses on managing investment portfolios for large private families and their trustees as well as for charities. Since starting her investment career in 1987 at Quilter Goodison, she has completed the London Business School Investment Management Programme, holds the Investment Management Certificate and the Securities & Investment Institute Diploma as well as a BSc in Human Environmental Sciences from King’s College, University of London. Kate is a senior member of the Investment Policy Committee. Kate has 29 years’ investment experience.