Senior Partner Practice of St. James's Place Wealth Management
Katie graduated from Aberdeen University and worked for two years in advertising, before succumbing to her genes and joining Bankers Trust (now State Street). After six years in banking, which included a secondment to New York, she took the opportunity in 2000 to join her father’s practice. In early 2008, Forbes retired and Katie bought his Practice and became a Senior Partner Practice of St. James’s Place Wealth Management.
Katie was involved in Junior Chamber International and her year as President of Edinburgh Junior Chamber of Commerce was rewarded by winning both Best President in Europe and outstanding Local Chamber in the World in 2003. She was president of JCI Scotland in 2005 and in 2006 was elected as International Vice President of the organisation, assigned to the Nordic and Baltic countries. She was also a member of the winning Scottish team in the Jaycees International 2002 World Debating Competition.
Katie is a member of the Merchant company, where she served as an Assistant on Court for three years and chaired the Education Liaison and Enterprise Committee for two years and is a Trustee on The Merchant Company Retirement Benefits Scheme. She was governor of ESMS for 5 years and is President of Edinburgh Rotary this year. She is also Captain of Ward XXIII in the Society of the High Constables of Edinburgh.
In her spare time she enjoys country pursuits and visiting galleries and exhibitions.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Ridland Wealth Management Limited is registered in Scotland, Number SC392605. Registered Office: Melville House, 18-22 Melville Street, Edinburgh, EH3 7NS.