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.
Recently she has relocated from London, returning to her roots, and has joined McCarthy Taylor as Chief Investment Officer. Kathryn is looking forward to bringing her wealth of experience and expertise to the company in setting up and running our discretionary portfolio management division.
6 Edgar Street
Telephone: 01905 613453
Fax: 01905 725958