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‘The level of integrity, transparency and professionalism in the industry has improved out of all recognition,’ says Kate Leppard, reflecting on how the wealth landscape has changed during her 26 years in financial services.
Cazenove’s deputy head of wealth management says the firm has always been proactive and prepared when it comes to high standards of compliance. It’s a fine balance between adapting to ‘absolutely huge’ regulatory changes and achieving ‘first-class investment returns’ for clients – but Leppard is unfazed.
Beneath her cool demeanour lies a steadily growing book of clients with ‘complex’ structures in various jurisdictions. ‘We can tailor that institutional approach to a very bespoke private client wealth approach,’ she enthuses.
Increasingly business-aware scions whom Leppard describes as ‘social entrepreneurs in their own right’ are making the shift to the next generation easier. But helping the generational transition is what she finds most satisfying. Leppard recalls an elderly client who died last year, whose family later reported the deceased’s affection for her. ‘I was very overwhelmed,’ she says. ‘It means that I’ve done a good job over many, many years with him.’