Katie joined R&H in 2019, becoming part of Summit Group following the acquisition in 2025. She has over 13 years’ experience in the private client sector, having previously worked for a bank owned trust company.
Katie is responsible for the day-to-day administration of a variety of offshore trust structures with both UK and non-UK focus. These structures invest in a wide range of assets including private equity investments, property and investment portfolios.
Katie obtained ICSA Diploma (now known as CGI Level 5) and attended the University of Surrey graduating in 2012 with a first class BSc Hons in Tourism Management.