UHNW Wealth Managers
London
ESG
Investing for growth
Offshore services
Wealth management
Landed estates
Charities
Families
Foundations
High-profile clients
Philanthropists
UHNW
Financial Services
Wealth Management & Private Banking
United Kingdom
Wealth adviser
Spear's Review
Kate Leppard is clear on what separates the great from the good: ‘Depth and breadth of expertise – and being able to draw from a wide knowledge base.’
Leppard, who manages investment portfolios for large UK and international private families and charities, says while ‘no two clients are the same’, most look to preserve wealth.
‘My clients range hugely in size, background and age,’ she tells Spear’s, ‘We get to know clients well, learn what keeps them awake at night and what inspires them during the day.
Ensuring they are using the most suitable structures for their wealth is a key part of her work, especially when multiple jurisdictions are involved.‘
Adviser Profile
Kate Leppard is one of Cazenove's most experienced client advisers, specialising in looking after UK and International UHNW families and charities. Kate is renowned for her exacting levels of client service and advice and whilst also ensuring that client service levels are constantly raised across the wider Cazenove business. Kate gains great fulfilment from mentoring the next generation of client advisers.
Kate's clients are typically complex in nature, with exacting tax requirements e.g UK RND and US/UK dual reporting, her clients have multiple wealth structures, multi-generation and multi-currency outcomes.
Over the last few years Kate has increasingly specialised in helping her clients determine their sustainable and impact investment preferences and advising on appropriate portfolios. Working with members of her team Kate also works with families to engage the next generation, understand potential differing needs and outlooks and well as giving financial and the responsibility of wealth education . Very often this involves creating a family charity, where families can discuss what is important to them.
More recently Kate has been able to extend the work she does for her UHNW clients by drawing on the expertise of Schroders Global Family Office Service team as well as working with her colleagues in the Channel Islands, Switzerland and Singapore.
Outside of work Kate enjoy spending time with her family in Cornwall.
Kate truly deserves the recognition she has received from her colleagues, peers and Spear’s. Clients are at the heart of all she does - her clients always comes first.
Rank: Top Ten
Top Ten 2022, UHNW Wealth Managers
1 London Wall Place London, EC2Y 5AU United Kingdom
Top Recommended
Cazenove Capital
Wealth Managers
Saint Peter Port
Top Recommended 2022 Wealth Managers - Guernsey
Top Recommended
Cazenove Capital
Wealth Managers
Saint Helier
Top Recommended 2022 Wealth Managers - Jersey
Top Recommended
Cazenove Capital
HNW Wealth Managers
London
Top Recommended 2022 HNW Wealth Managers
Top Recommended
Cazenove Capital
Wealth Managers
Saint Peter Port
Top Recommended 2022 Wealth Managers - Guernsey
Recommended
Cazenove Capital
HNW Wealth Managers
London
Recommended 2022 HNW Wealth Managers
Recommended
Cazenove Capital
UHNW Wealth Managers
Recommended 2022 UHNW Wealth Managers
Recommended
Cazenove Capital
HNW Wealth Managers
Bristol
Recommended 2022 HNW Wealth Managers
Recommended
Cazenove Capital
HNW Wealth Managers
London
Recommended 2022 HNW Wealth Managers
Recommended
Cazenove Capital
HNW Wealth Managers
London
Recommended 2022 UHNW Wealth Managers
Recommended
Cazenove Capital
UHNW Wealth Managers
London
Recommended 2022 UHNW Wealth Managers
Recommended
Cazenove Capital
UHNW Wealth Managers
Edinburgh
Recommended 2022 UHNW Wealth Managers
Recommended
Cazenove Capital
HNW Wealth Managers
West Midlands
Recommended 2022 HNW Wealth Managers
Recommended
Cazenove Capital
HNW Wealth Managers
Birmingham
Recommended 2022 HNW Wealth Managers
Recommended
Cazenove Capital
HNW Wealth Managers
London
Recommended 2022 HNW Wealth Managers
Recommended
Cazenove Capital
Wealth Managers
London
Recommended 2022 UHNW Wealth Managers
Recommended
Cazenove Capital
HNW Wealth Managers
London
Recommended 2022 HNW Wealth Managers
Recommended
Cazenove Capital
HNW Wealth Managers
London
Recommended 2022 HNW Wealth Managers
Recommended
Cazenove Capital
HNW Wealth Managers
London
Recommended 2022 HNW Wealth Managers
Cazenove Capital
Wealth Managers
London
Cazenove Capital
HNW Wealth Managers
London