Kate supports the Investment Team where necessary and her core responsibilities include monthly performance documentation, as well as fund and competitor comparison analysis.

Prior to joining IBOSS Kate worked for a well-known wealth management company as a Client Services Manager, handling client queries, report writing and assisting advisers.

Outside of work Kate spends lots of time walking her tear-away dogs Meg and Martha, tending to her allotment, as well as enjoying a few lengths at the local swimming pool.