Kate has over 30 years’ experience in financial services and global asset management, in strategy, distribution and product management across retail, wholesale and institutional channels, globally. Recently Kate has been working with and consulting with charities and independent financial advisor firms on strategy and positioning. Prior to GSI, she was Head of Institutional Business UK and Europe – Listed Infrastructure for Legg Mason Global Asset Management and Director of RARE Infrastructure (UK).
Kate was also Director, at Russell Investments in London, where she was instrumental in the design and launch of a strategy for a new distribution channel to UK IFAs. She established the Australian and New Zealand advisor business for Dimensional Fund Advisers based in Sydney. She has held senior positions in distribution and sales for BT Funds Management and AMP Capital.
Kate is passionate about improving ethics in financial services and a true client advocate. She recently completed the CFA Institute Certificate in ESG Investing and is a Trustee for the Shrewsbury Food Hub. Kate holds a Bachelor of Economics from the Australian National University (ANU).