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Company

Cazenove Capital

Index

UHNW Wealth Managers

Wealth Managers

Location

London, United Kingdom

Advice type

ESG

Investing for growth

Offshore services

Wealth management

Asset class

Landed estates

Client types

Families

High-profile clients

Philanthropists

Charities

Foundations

UHNW

Geographical focus

United Kingdom

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Kate Leppard

Description

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 2021, UHNW Wealth Managers

Address

1 London Wall Place, London, EC2Y 5AU, United Kingdom

Email

kate.leppard@cazenovecapital.com

Phone

020 7658 6330

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