Areas of expertise
Responsible Investment – including ESG integration, sustainability and impact; Private clients; Stewardship
Kate joined Smith & Williamson in 2016 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 a specialist in sustainability and responsible investments. She has a key role in the integration of Environmental, Social and Governance factors into the group investment process.
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 Charities & Corporate Responsibility Committee.
Notable client work and achievements
- Investment Week Trailblazer 2019 – Fund Manager of the Year Awards
- Spear Top 3 Rising Stars 2018 – Top Wealth Managers Index