Kathryn Sargent
Business Development Director
About Kathryn
I have worked in the financial services sector for 14 years. I started my career raising Private Equity, Real Estate and Infrastructure funds at Eaton Partners and then moved to Morgan Stanley Investment Management working within the Merchant Banking and Real Estate Investing team. During my time at Morgan Stanley, I moved to the global sales team focusing on distributing the listed equity, fixed income and alternative investment funds to institutional clients and UK consultants. I then joined Blackfinch Asset Management to focus on distributing the MPS solution and in doing so built up a large network of IFA relationships across the UK and have a very good understand of the challenges they face. My most recent role was within Titan Wealth Planning, the IFA arm of Titan Wealth. Having worked within Investment Management and an IFA gives me a unique perspective on the market and how best to assist our clients. I have an LLB Law degree and was called to the Bar at Gray’s Inn in 2010. I hold the Investment Management Qualification from the CISI and the Applied Responsible Investment Certificate from the PRI Academy.
I focus on developing our adviser relationships across the Midlands as well as working with advisers who are new to Canaccord. I work with advisers of all sizes to find solutions that best suit their clients’ needs and goals.