Client Adviser
Experience
Katharine is a Client Adviser at Rothschild & Co Wealth Management UK, having joined the firm in early 2016. She co-heads one of the teams and has more than 20 years’ experience working with high net worth individuals, families and charity clients.
Prior to Rothschild & Co, Katharine worked for HSBC Private Bank and Barclays Wealth, initially working with clients in the media and entertainment industry but later looking after private clients and families more broadly.
When not juggling family life, Katharine enjoys being involved with the work-sponsored Access Project mentoring and tutoring students from less privileged backgrounds, being a school governor and sitting on one of the balance and inclusion committees at work.
Education
After obtaining a geography degree from Oxford University, she began her career in 1998 by training with PwC as a tax consultant and is a qualified accountant as well as being a Chartered Fellow of the CISI.
Insights
It can be difficult to for entrepreneurs to know when to sell a business. In this article we discuss how to find the right time to conduct a business sell, how to avoid the most common mistakes and examine the different sale options available to company owners.