Project Description

Kate is a Partner and Outsourced Chief Investment Officer for larger families, advising on strategic asset allocation, investment manager selection and portfolio implementation. She joins from Hundle, a London-based multi-family office, where she performed a similar role as Deputy CIO, building and managing portfolios for UHNW clients across public and private markets. Before that, she spent eight years at Ruffer LLP as Investment Manager and Investment Specialist, covering client investment management, investment strategy and portfolio construction. She holds the CISI Chartered Wealth Manager qualification.