KATIE TASKER

CHARLES STANLEY

Category
Company Size
UK

‘It’s an interesting time to be an investment manager,’ says Tasker, stressing the need for financial planning ‘now more than ever.’ ‘It’s really important for clients to assess their situation with financial planners, advisers and tax specialists, and then for investment managers to be the last piece of the jigsaw. We used to run ISAs and pensions and taxable accounts for clients and now they’re changing, along with the rules around them. The changes to the pensions rules have made it more complicated.’ Tasker co-manages £80 million on a team that’s responsible for £800 million of private client money. Last year she was the only person in the UK to score a distinction in the CISI Portfolio Construction Theory exam.

Katie Tasker