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I thoroughly enjoy my work at Lonsdale, being able to provide centralised support to the advisers so that they can focus their expertise on their clients and also being part of a great team of professional people.

Kate Harris, Investment Research, St Albans

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Kate Harris Investment Research, St Albans

Kate’s background is in international banking, where she was a Senior Manager in corporate lending at BNP Paribas. In 2003, after 20 years in the City, she decided to set up a stress management & holistic therapy practice with the aim of helping others achieve a better work/life balance.

Kate joined Lonsdale Services Limited in 2011, to assist them initially with some small projects and nearly 4 years later, she is still happily part of the team, responsible for an expanded list of projects and tasks, whilst still running her practice in Barnet.

Her role is mainly to provide centralised research and analysis for the Lonsdale advisers, carrying out due diligence and helping to create panels of preferred providers for a variety of investment products.

She also assists the Chairman of Lonsdale’s Investment Policy Committee with the bimonthly policy meetings and production of the central investment policy guide for the team.

In between balancing client appointments at her practice and her role at Lonsdale, Kate is an avid reader/viewer of Nordic crime thrillers. She also attends Pilates classes each week and is a keen walker, but only if it’s not raining!

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