Katharine is the Head of UNHW & Family Offices at Tribe working with families, individuals, and charities. She is dedicated to helping clients achieve both their financial objectives and aligning their values to their wealth, as well as helping families navigate intergenerational discussions around investing.
Katharine has been a wealth manager for over 15 years. She joined Tribe from Barclays Wealth as a Vice President in the Special Focus team where she looked after the bank’s high-profile clients and entrepreneurs. Prior to Barclays Wealth, Katharine was a Client Advisor at UBS Wealth Management.
Katharine is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a BA in History of Art from the University of Leeds.
Outside of work, Katharine enjoys whipping up new recipes in the kitchen and spending time with family and friends. She loves to travel and explore, and does so as much as her very active toddler son will allow!
Was to work with people I liked. Work then becomes fun and enjoyable and ends up not feeling like work at all.
To never judge a book by its cover. Take the time to get to know someone and do not judge based on face value. By doing this, you will always create deeper, genuine connections.
Katharine’s ImpactDNATM
Katharine’s values are most closely aligned to sustainable communities – in particular Goal 5 (Gender Equality), Goal 1 (No Poverty) and Goal 3 (Good Health & Well-Being).
Katharine believes education is essential in order to effect the change needed to build an inclusive and thriving society.
Sustainable Communities focuses on the social fabric needed to ensure everyone thrives.
UN Sustainable development goals