Kate joined the team in 2024 as an Investment Analyst, focusing on ESG and stewardship.
Prior to joining the team, Kate worked at Evelyn Partners leading their approach to responsible investment, and as a private client investment manager and a sustainable fund manager.
Kate holds the CISI Level 7 Wealth Manager Qualification, the CBI Certificate in Climate Risk and the CFA Certificates in ESG Investing and in Climate and Investing. She holds a MA in French from the University of St Andrews. Kate was included in Citywire’s Top 30 Under 30 Wealth Managers in 2021 and 2022 and in Citywealth’s Top 10 Sustainability Champions 2022.