Areas of expertise
Private client; charity clients; discretionary and non-discretionary.
Cathy manages a range of institutional and charity clients as well as private clients on both a discretionary and non-discretionary basis. She has been involved in the investment industry for over 30 years, both on the institutional side and private client side. Her early experience includes investment executive at PosTel, derivative products manager at Touche Remnant and option sales at Scrimgeour Vickers.
Cathy is well known in the local market where she enjoys a number of long-term client relationships frequently spanning several generations of the same family.
- Writing a regular column for a local newspaper since 2004.
- Professional qualifications/memberships
Fellow of the Chartered Institute for Securities and Investment (CISI) and member of the Chartered Institute of Financial & Investment Analysts (CIFIA)