Kathryn is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and an Associate of the Personal Finance Society. Throughout a career spanning twenty years in financial services she has specialised in Discretionary Portfolio Management, predominantly based in London.
After obtaining a Law degree she joined the City in 1994, commencing her career with Cazenove and Co as a member of the International Private Client Team. Later, Kathryn went on to work with Butterfield Private Bank (Bermuda) in London as a Portfolio Manager and Head of Portfolio Management Development. From there she moved to Swiss bank Julius Baer as Head of Discretionary Portfolio Management, where she created a bespoke discretionary service. Kathryn has also worked with Barclays Wealth as head of the investment teams in Bristol and Cardiff.
Telephone: 01905 953614