Kathryn serves as a Research Analyst at Concentric, where she plays a pivotal role in supporting the consultancy team with client reporting and conducting research on sustainable investment managers and funds. Leveraging a combination of proprietary research and external data from sources like Asset Risk Consultants, Morningstar, and Managed Portfolio Indices, Kathryn delivers insightful analysis to enhance decision-making processes.
With over 16 years of experience in financial services, Kathryn’s career is marked by her expertise and dedication. Prior to joining Concentric, she spent 7 years as an Investment Analyst at Asset Risk Consultants, providing valuable analysis and support to financial intermediaries. Her tenure also includes roles at HSBC International Funds in both Jersey and London, further enriching her industry knowledge and insights.
Currently pursuing a CFA investment qualification, Kathryn resumed her professional journey after taking a career break to raise her children. Her commitment to continuous learning and her depth of experience makes her a valuable asset to the Concentric team, ensuring thorough research and informed recommendations for clients in the dynamic field of investment consultancy and sustainable investments.
Concentric Group
3rd Floor
Conway House
St Helier
Jersey
JE2 3NT
Concentric Guernsey
Hadsley House
Lefebvre Street
St Peter Port
Guernsey
GY1 2JP
A TEAM plc company
© 2024 Concentric | Website by The Collective
Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
Concentric Financial Services (Guernsey) Limited (CFSGL) is not trading. CFSGL has applied to the Guernsey Financial Services Commission for regulatory licences to provide investment advice and act as an insurance intermediary.