Kate Boswell
Partner – Family Office
She brings over 10 years’ experience as a trusted adviser to a wide client base, specialising principally in providing strategic and operational support to high net worth and ultra-high net worth families. Kate also co-leads the Group’s philanthropy strategy, which focusses on providing families with support in both the articulation and execution of their philanthropic endeavours.
Kate has been with the Group since 2019 following over 7 years at Handelsbanken Wealth Management, where she headed up the Private Office – North team. Prior to this, she trained as a Chartered Tax Adviser, spending the majority of her time at Deloitte LLP, London. She holds a Law & Business degree from the University of Warwick.
Until recently, Kate was also a trustee of Envision, a youth social action charity based in London, Birmingham and Bristol.