Experience

Kate has extensive experience as an Investment Manager in both South Africa and the UK. She has built long-standing relationships and offers personalized investment advice and portfolio management to a diverse clientele, including high-net-worth individuals, business owners, entrepreneurs, and their families. Kate holds a degree in Financial Analysis from the University of Stellenbosch and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) having completed the Chartered Wealth Management qualification.

Professional qualifications and memberships

Fellow of the Chartered Institute of Securities and Investment (CISI)