Equity Trustees adds to trustee and wealth team

Kate Schell
KATE SCHELL
Equity Trustees Limited - Private Client Adviser
APPOINTMENT
Equity Trustees Limited
EQUITY TRUSTEES LIMITED
Date: August 2021
Position: Private Client Adviser

Kate Schell has joined Equity Trustees as an adviser in the private client team.

She's joined by Amanda Sartor, who has been appointed as a senior relationship manager in the firm's charitable trusts and philanthropy team.

Schell spent the last several years as a financial adviser with TruWealth Advice. She also spent time with Deutsche Bank in the UK and held dealer assistant and associate advisor roles with EL&C Ballieu and Morgan Stanley Investment Management.

Equity Trustees executive general manager Ian Westley said the pair would bring significant experience that would help the firm continue to grow. "Kate and Amanda both bring significant experience in building strong relationships, delivering valued advice and servicing the diverse needs of clients, which is the basis for our success."