Kate Stannard
Investment Manager
Drawing on 20 years of wealth management and asset management experience, I connect people with ideas and people with people, gently nudging behaviour towards financial sovereignty and contentment with old-fashioned empathy and education.
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Background/experience
I have worked in wealth management and business development roles in the investment management business at Investec and a boutique financial advisory practice. In London, I spent time working on collateralized debt obligations at JP Morgan and importantly I developed my communication skills while waitressing at university.
Qualifications
I hold a Business Science degree from UCT, with honours in finance and economics, and I am FAIS registered and hold an RE 5. I am a divergent thinker and deeply curious about the inner and outer human experience. I have qualified as a Kundalini yoga teacher, am Neurozone-qualified in brain optimization, and have completed 'Foundations of Behavioral Advice' by Shaping Wealth.
I am delighted by the increased consciousness in the financial services industry and have completed “Understanding Responsible Investment” by the PRI. Sustainable investing is close to my heart.
What I love most about working at Investec
Curiosity in our outer and inner worlds shapes my thinking, and a love of people is what drives me.
What I love most about Investec are the people and the culture. The business expects a lot and gives a lot. The raw honesty that is the fabric of Investec. The ability to be entrepreneurial within the business and forge your own path and follow your interests. It is a truly flat structure and the ability to speak and be heard whatever your experience.
There is no one career highlight moment, but rather many moments interweaved; joyful and meaningful client interactions, interesting and challenging conversations with colleagues. The creative outlet of writing. The stimulus of following the vagaries of the markets.
My interests and hobbies
I am a passionate yogini. I practise many forms of yoga. I find both the meditative aspect and physical benefits extraordinarily rewarding and life-changing
I am an ardent hiker and dancer, an average surfer, I love a dip in the ocean and fully immerse myself in the beauty of nature in my spare time. I am deeply grateful to live in Cape Town which facilitates this outlet.
I am a mother to one delightful, loving and interesting little boy, who is my greatest teacher. I adore travel, reading, and constant learning.