YEARBOOK & DIRECTORY
O'Brien, Kate
Special Areas:Kate has over 20 years’ experience in banking and wealth management. Having spent several years working with high- and ultra-high-net-worth individuals for a private bank in London, she has advised clients both in Ireland and internationally on all areas of personal financial planning and wealth management.Kate joined IQ-EQ in 2019 as Business Development Manager for the Irish Corporate Services team, and her focus is on strengthening relationships with the firm’s partners, intermediaries and clients. Kate manages key relationships to support the growth of the Irish & UK Corporate Services business. She also has responsibility for the Business Development efforts of the Group’s fund administration offering following its recent entrance into the Irish market. Managing the process from initial opportunity, through presentation, to client on-boarding, Kate aims to provide a seamless experience for clients establishing businesses in Ireland and to fully support their local partners. Huge importance is placed on listening to the particular needs of clients and partners and designing a bespoke solution to suit. IQ-EQ’s large global presence enables Kate to collaborate with colleagues group-wide to fulfil clients’ international and multijurisdictional requirements. Qualifications:Qualified Financial AdviserStudying for Professional Certificate in International Investment Fund Services
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