My primary role is to manage portfolios on a discretionary basis for private clients, charities, pensions and trusts. I work closely with our clients and intermediaries to ensure that their portfolios are suitable for their circumstances and needs and are well diversified. Investment strategies can vary from a conservative approach to the more adventurous investor and all clients are treated very much as individuals.
Kate graduated from the University of Exeter with a degree in Biological Sciences in 1998 and is Chartered Fellow of the Chartered Institute of Securities and Investment.
Kate started working within the investment industry in 1999 and joined Quilter Cheviot in 2001.
Kate is a complete animal lover and her outside interests include singing, travel and reading profusely in between looking after a very lively toddler.