Wealth manager and family office Stonehage Fleming has appointed Kate Boswell as a director in its wealth planning team.
She joins the firm from Handelsbanken Wealth Management where she was a client director and head of private office in the North. This involved providing investment, financial and tax planning to clients. Prior to this, she worked as chartered tax adviser at Deloitte. At Stonehage Fleming she will be based in London and report to the firm's head of wealth planning Susie Hillier. There are currently 14 people in the firm's wealth planning team including partner William Tudhope and director of wealth planning Matthew Brown. Rathbones' Mona Shah exits to join Stonehage Fleming ...
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