Brewin Dolphin Wales has added to its wealth management team with the appointment of Kate McCarthy in its Cardiff office. Kate will work closely with the investment management team to deliver investment services to new and existing clients.
Kate has worked in the financial services sector for 20 years and has strong experience of the local region. She joins from JM Finn & Co, where she was an assistant manager undertaking a similar role. She has also worked at WH Ireland Ltd and at Carr Sheppards Crosthwaite (a member of the Investec Group).
David Myrddin-Evans, head of office, Brewin Dolphin Wales, said:
“Kate is a great addition to the team and will use her expertise to help more local clients with their investment needs. In what has been a particularly challenging year for many, we have remained focused on our clients’ needs to provide them with the advice and support to effectively manage their finances.”