Katie joined the Suntera business from Nedgroup Trust, which was acquired by Suntera in April 2022. Katie has been with the business for 19 years and on the board of directors since 2015, focussing on building and nurturing relationships with ultra high net worth clients as well as driving and implementing strategic initiatives at executive level. She has over 20 years experience in the trust and fiduciary services industry.
Primarily focusing on South Africa, the UK and the Middle East, Katie leads numerous client relationships in conjunction with her team of professionally qualified trust officers. She is experienced in managing the wealth of families to ensure they have the appropriate structures and team in place to deliver their legacy through the generations. Katie is a member of the Society of Trust and Estate Practitioners and a Fellow of the International Compliance Association.