Catherine Grum

Spear’s Review

Following a very successful time advising family offices at BDO, Catherine Grum is setting up her own firm, Catherine Grum Consultancy. She told Spear’s: ‘It’s to advise wealthy individuals and families who are starting with quite a purposive approach to their wealth. Helping them to think through what it’s actually for, what their goals and dreams are, and then how does that wealth support them?’

Grum specialises in advising the next generation, who see her as a counterpart rather than ‘their parents’ adviser’. She understands that, for the next gen, things like philanthropy and social responsibility are not ‘in a different bucket’ from wealth management, and helps them achieve a more ‘integrated approach’.