Kate Capocci

Associate Director

Areas of expertise

Responsible Investment – including ESG integration, sustainability and impact; Private clients; Stewardship

Experience

Kate joined Smith & Williamson in 2015 as part of the graduate scheme, having finished her degree reading French at the University of St Andrews. She works on a large private client team managing bespoke portfolios for private clients, SIPPs, trusts and charities.

Kate was a co-founder of the S&W Stewardship & Responsible Investment Group and is the lead specialist for sustainability and responsible investments. She has a key role in the integration of Environmental, Social and Governance factors into the group investment process and the client sustainability offering.

Kate is also a direct equities analyst for the Media & Entertainment and Transportation sectors, as well as a fund analyst for responsible collectives.

Kate is a member of the Stewardship & Responsible Investment Group, as well as the Investment Process Committee, the Direct Investment Group and the Collective Investment Group.

Notable client work and achievements

  • Citywire Top 30 Under 30 Wealth Managers – 2021
  • Investment Week Trailblazer 2019 – Fund Manager of the Year Awards
  • Spear Top 3 Rising Stars 2018 – Top Wealth Managers Index

Professional qualifications/memberships

  • Chartered MCSI
  • CFA Certificate in ESG Investing

Contact Kate

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