Kate Palmer Email and Phone Number

I provide individual investment and wealth management services for individuals, charities, trustees, pension funds and professional partners. I will help you to:• Gain a detailed understanding of you/your clients taking into account your individual risk tolerance, time horizon, any ethical preferences, aims and objectives.• Once we have agreed an investment strategy, we construct your bespoke portfolio which takes into account all of the individual factors we have identified.• Review the strategy on an ongoing basis to make any required changes.I have worked in the wealth management industry for over 15 years. I was an investment manager at Bordier & Cie (formerly Berry Asset Management) in London before moving to the Hampshire countryside and joining Rathbones, Winchester. I regularly work with financial advisers and professional intermediaries who are able to offer our clients complementary services.I run a Winchester Professional Ladies Networking group and am passionate about both educating and empowering women when it comes to their own finances.I am keen to develop relationships with:• Financial advisers• Professional introducers including solicitors and accountants• EntrepreneursIf you would like further details please message/connect with me or view our website at https://www.rathbones.com/about-us/offices/winchesterOutside of work, I enjoy playing and watching cricket. I am also co-chair of the Friends of Shepherds Down School PTA, secretary of the Friends of Otterbourne school and a fundraiser for Compton & Chandlers Ford CC. I especially enjoy helping to apply for grants and supporting them in their fundraising endeavours.