Financial Services

In a landscape of constant change and scrutiny, leaders need space to think and lead with confidence.

Trusted in Financial Services

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The new demands of financial‑services leadership

Leadership in financial services today demands more than technical expertise. It requires accelerating strategic decisions, maintaining sound judgement under pressure, and creating alignment that moves the organisation forward.

Navigating pressure in a relentless environment

Executives operate under relentless pressure, balancing transformation agendas, navigating regulatory and political volatility, evolving client expectations across retail, institutional, and insurance sectors, and the constant requirement to deliver results in an environment that rarely stands still.

Coaching built for leaders operating at this pace

My coaching is built for leaders who operate at this pace. Drawing on deep experience across board governance, investment oversight, and executive leadership in global financial institutions, I work as a strategic partner to help CEOs and senior leaders sharpen strategic focus, build resilience, and lead decisively in environments where complexity is the norm.

A coaching style that balances empathy and rigorous challenge

Clients describe my coaching style as a blend of empathy and rigorous challenge. A confidential space to test thinking, interrogate assumptions, and navigate ambiguity with clarity.

Clarity, resilience, and a trusted anchor in complexity

Ultimately, my goal is to help leaders find clarity and resilience. As one client memorably put it, as their port in the storm when challenges arise.

Explore Kate’s bio further

Typical assignments

  • Supporting executives to maintain strategic alignment across diverse stakeholders, manage expectations with clarity, and foster trust and credibility at board level – especially during periods of transition, scrutiny, or organisational reset

  • Helping leaders distil complex ideas into compelling narratives, translate strategic intent into operational clarity, and ensure that purpose is not just stated—but lived across teams and functions.

  • Working with leaders to strengthen executive presence, navigate imposter feelings, and lead with conviction – particularly when stepping into new roles, facing resistance, or making decisions with regulatory, reputational, or commercial weight.

  • For newly appointed CEO and leaders, I provide structured support to align goals, build high-performing teams, establish critical relationships, and communicate with precision—laying the foundations for sustained leadership impact.

  • “Stretching questions and challenges, and incredibly supportive (and industrially relevant) guidance from Kate with provision of reading materials and frameworks has been both positive for my own development and, importantly, for the company I work for”

    — CEO, Asset Management

  • “Kate’s coaching was an enjoyable journey of discovery and improvement. It has made a tangible improvement on my performance and approach at work and increased my appreciation of my role. Kate brought an understanding of the real business environment to our sessions that enabled them to be practical sessions focused on delivering useful outcomes rather than theoretical talking shops. I would wholeheartedly recommend Kate to anyone seriously looking to improve their performance and satisfaction at work”

    — Strategy Director, Financial Services

  • “I have very much enjoyed working with Kate over our sessions. Her probing questions and industry insights have ensured our coaching work has been thought-provoking but also resulted in very practical and effective action“

    — CIO, Financial Services

  • “Taking time to reflect, genuinely reflect, is the fastest way of moving forward. Kate’s non preaching approach delivered unstructured yet perfectly timed sessions with quite insightful and at times life defining moments. It is great to feel like me again”

    — Senior Operations Manager, Asset Owner

  • "I am delighted to recommend Kate, who coached me for a 6-month period. I had a specific goal in mind and felt that by the end of it I had hugely narrowed my focus on specific actions and strategies that will get me towards the goal. The whole system of meetings, reading, reflections and accountability worked well together, although be prepared to invest time to get the most out of it. A stand-out part of the process was having someone who knows how investments and investment teams work and has worked with high-performers providing real challenge and support."

    — Senior Fund Manager, Asset Management

  • "I needed Kate’s help to work through challenging relationships in the workplace and support career planning. Kate’s skill as a coach and her insight as an experienced senior leader (in asset management) ensured she quickly focused the sessions on the behaviours and actions that could make me more assertive and ultimately help me gain control of the situation"

    — Exco, Asset Management