Kathryn Field

About Kathryn

I am an Investment Director with 30 years' experience in managing discretionary portfolios on a bespoke and individually tailored basis, specialising in private clients, pension funds, trusts and charities. Having started my career at Cazenove and Co. in 1994, I spent 20 years working in The City, managing High Net Worth discretionary portfolios for clients located in the UK and across the globe. I also worked with Butterfield Private Bank (Bermuda) and with Swiss bank Julius Baer as Head of Discretionary Investment Management. Originally from Worcestershire, in 2014 I relocated back from London to work with McCarthy Taylor Limited (MCT) as their Chief Investment Officer, based in Evesham. In 2019, I joined the Canaccord team in the Worcester office, following their acquisition of MCT. I am a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and an Associate of the Personal Finance Society.