Kate Turner Email & Phone Number
Non Executive Director @ City Asset Management
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Kate Turner Location
- London, GB
Kate Turner Work
- Non Executive Director @ (September 2023 - Present)
- Area Managing Director - National Services @ (April 2024 - June 2025)
- Financial Planning Transition Lead @ (May 2023 - April 2024)
- Regional Director - London @ (April 2020 - April 2023)
- Head of Schroders Personal Wealth - London and South East @ (June 2019 - April 2020)
- Head of Private Banking, London and SE Region @ (January 2015 - May 2019)
- Head of Advice Policy @ (June 2012 - December 2014)
- Head of Private Banking @ (April 1998 - May 2012)
- Tax Principal @ (July 1985 - April 1998)
Kate Turner Education
- Institute of Insurance
Cert PFS (Financial Services)
1996-1996 - Institute of Taxation
CTA (Tax)
1988-1988 - University of Reading
LLB (Hons) (Law and Accountancy)
1982-1985 - Greycoat Hospital
Kate Turner Skills
- Tax
- Wealth Management
- People Skills
- Change Management
- Retirement Planning
- Personal Financial Planning
- Organizational Effectiveness
- Strategic Planning
- Inheritance Tax Planning
- Portfolio Management
- Wealth Management Services
- Private Banking
- Pensions
- Management
- High Net Worth Individuals
- Estate Planning
- Banking
- Finance
- Strategic Financial Planning
- Tax Advisory
- Trusts
- Pension Funds
- Financial Planning
- Financial Services
- Strategy
- Microsoft Office
- Customer Service
- Public Speaking
Kate Turner Summary
- Kate Turner, based in London, GB, is currently a Non Executive Director at City Asset Management. Kate Turner brings experience from previous roles at aberdeen and Schroders Personal Wealth. Kate Turner holds a 1996 - 1996 Cert PFS in Financial Services @ Institute of Insurance. With a robust skill set that includes Tax, Wealth Management, People Skills, Change Management, Retirement Planning and more. Kate Turner has 2 emails and 1 mobile phone numbers on RocketReach.
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