Index

UHNW Wealth Managers

Location

London

Advice type

ESG

Investing for growth

Offshore services

Wealth management

Asset Class

Landed estates

Client Types

Charities

Families

Foundations

High-profile clients

Philanthropists

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Kate Leppard

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

Address

1 London Wall Place London, EC2Y 5AU United Kingdom

Share on
Network Connections

Top Recommended

Article image

John Bell

Cazenove Capital

Wealth Managers

Saint Peter Port

Top Recommended 2022 Wealth Managers - Guernsey

Top Recommended

Article image

Euan Dangerfield

Cazenove Capital

Wealth Managers

Saint Helier

Top Recommended 2022 Wealth Managers - Jersey

Top Recommended

Article image

Tim Bailey

Cazenove Capital

HNW Wealth Managers

London

Top Recommended 2022 HNW Wealth Managers

Top Recommended

Article image

Giles Neville

Cazenove Capital

Wealth Managers

Saint Peter Port

Top Recommended 2022 Wealth Managers - Guernsey

Recommended

Article image

Jonathan Brownlow

Cazenove Capital

HNW Wealth Managers

London

Recommended 2022 HNW Wealth Managers

Recommended

Article image

Bob Hair

Cazenove Capital

UHNW Wealth Managers

Recommended 2022 UHNW Wealth Managers

Recommended

Article image

Robert Nye

Cazenove Capital

HNW Wealth Managers

Bristol

Recommended 2022 HNW Wealth Managers

Recommended

Article image

Andrew Towers

Cazenove Capital

HNW Wealth Managers

London

Recommended 2022 HNW Wealth Managers

Recommended

Article image

Lyn Tomlinson

Cazenove Capital

HNW Wealth Managers

London

Recommended 2022 UHNW Wealth Managers

Recommended

Article image

Karan Sejpal

Cazenove Capital

UHNW Wealth Managers

London

Recommended 2022 UHNW Wealth Managers

Recommended

Article image

James Burley

Cazenove Capital

UHNW Wealth Managers

Edinburgh

Recommended 2022 UHNW Wealth Managers

Recommended

Article image

David Price

Cazenove Capital

HNW Wealth Managers

West Midlands

Recommended 2022 HNW Wealth Managers

Recommended

Article image

Omar Iqbal

Cazenove Capital

HNW Wealth Managers

Birmingham

Recommended 2022 HNW Wealth Managers

Recommended

Article image

Nick Sanderson

Cazenove Capital

HNW Wealth Managers

London

Recommended 2022 HNW Wealth Managers

Recommended

Article image

Matthew Taylor

Cazenove Capital

Wealth Managers

London

Recommended 2022 UHNW Wealth Managers

Recommended

Article image

Clare Anderson

Cazenove Capital

HNW Wealth Managers

London

Recommended 2022 HNW Wealth Managers

Recommended

Article image

Michael Magnay

Cazenove Capital

HNW Wealth Managers

London

Recommended 2022 HNW Wealth Managers

Recommended

Article image

James Gladstone

Cazenove Capital

HNW Wealth Managers

London

Recommended 2022 HNW Wealth Managers

Article image

Rob Rydon

Cazenove Capital

Wealth Managers

London

Article image

Harry McGowan

Cazenove Capital

HNW Wealth Managers

London