Company
Position
Director
Index
UHNW Wealth Managers
Location
London
Advice type
Financial planning
Investment strategy
Next generation
Tax planning
Wealth management
Discretionary Portfolios
Diversification of assets
Investment management
Client type
Charities
Entrepreneurs
Families
UHNW
Billionaires
International UHNWs
Business owners
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Katharine Taylor
Spear’s Review
The majority of Katharine Taylor’s clients are entrepreneurs who are ‘looking for someone to protect the wealth they have worked so hard to build and are not trying to create another fortune by taking unnecessary risks’, she says.
As a director at Rothschild & Co, Taylor also works with U/HNW individuals and their families, and has seen interest in family investment vehicles rise: ‘Clients are seeking simplicity and transparency in their affairs – they want to be able to sleep at night.’
Asked about her own inspiration, she names sportspeople. ‘I am a huge admirer of Roger Federer and Rafa Nadal,’ she says. ‘[They illustrate] the power of hard work, endurance and strong belief.’
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