Catriona Livingstone

WORK HISTORY

EDUCATION

SKILLS

ABOUT CATRIONA LIVINGSTONE

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Rathbones extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service. With over a decade of investment management experience, I have had the privilege of being able to build long term relationships with my clients, and see their goals and aspirations come to fruition. I have managed portfolios with a huge variety of objectives including; generating income in retirement; maximising growth for future generations; preserving capital in personal injury trusts; and creating ethical portfolios for charities. I started my career in wealth management in 2010 working as a Trainee Investment Manager for legal firm Turcan Connell. I was promoted to Investment Manager in 2012 and Senior Investment Manager in 2017. I was then made Private Client Manager at Seven Investment Management following its acquisition of Turcan Connell Asset Management (Tcam) in 2018. I joined Investec Wealth & Investment as an Associate Investment Director in May 2019 and was promoted to Investment Director June 2021. Investec Wealth joined the Rathbones Group in 2023. I have a first class degree in Business Studies and Accounting from the University of Edinburgh, I hold the Investment Management Certificate and I am a CFA charterholder.