Company
Position
Director
Index
UHNW Wealth Managers
Wealth Managers
Location
London
Advice type
Financial planning
Investment strategy
Next generation
Tax planning
Wealth management
Client type
Families
Entrepreneurs
UHNW
Charities
Sector Focus
Wealth Management & Private Banking
Financial Services
Katharine Taylor
Spear’s Review
The majority of Katharine Taylor’s clients are entrepreneurs, many of them in sports, media and entertainment. ‘They 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 explains.
Taylor, a director at Rothschild & Co, has seen a rise in family investment vehicles: ‘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 said. '[They illustrate] the power of hard work, endurance and strong belief.’
Rank: Recommended

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