Kate joined the firm in 2017 and partners with our Insurance clients, helping them to define, deliver and monitor investment strategies and portfolios for their individually unique businesses. Kate works with clients to strengthen portfolio governance and agree investment objectives, set strategic asset allocation and employ suitable long-term investment strategies. In some cases, Kate has acted as an ‘outsourced CIO’ for clients, a role she continues to perform today.
Kate started out her career in investments as a fixed income fund manager for insurance and reinsurance companies at Premium Management then Credit Agricole Asset Management. After this she spent a number of years as an institutional investment consultant at River & Mercantile Solutions (formally P-Solve) and before that Meridian Investment Consultancy, advising general, captive, Lloyd’s, mutual and offshore insurance clients.
