Katie is an Alternative Investment Sales specialist focusing on Private Equities, Read Estate and Hedge Funds at Citi Global Wealth based in London. She leads the alternatives sales and advisory effort for Citi Global Wealth in the UK, and is responsible for advising ultra-high net worth individuals and family offices on investing in private equities, read estate and hedge funds across a broad range of strategies.

Katie has over 15 years of investment experiences. Prior to joining Citi in 2021, she was the Head of Hedge Fund Distribution UK at UBS Wealth Management, where she worked since 2016 advising high net worth individuals on hedge fund investing. Before that she worked 3 years in Zurich, Switzerland as an Alternative Investment Specialist covering clients in the EMEA region, and 5 years as an Investment Specialist in Hong Kong covering Greater China clients on a broad range of investment across equities, fixed income, investment funds and structured products.

Katie holds a bachelor degree in Business Administration & Finance from the Chinese University of Hong Kong and is fluent in Cantonese, Mandarin and English, and conversational in Japanese. She is also an active committee member of the 100 Women in Finance organization.