Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

For Canada and Australia select:
Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content

Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

Menu
UK

Kathryn Sargent

Photo of Kathryn Sargent

Business Development Director

I have worked in the financial services sector for 14 years. I started my career raising Private Equity, Real Estate and Infrastructure funds at Eaton Partners and then moved to Morgan Stanley Investment Management working within the Merchant Banking and Real Estate Investing team. During my time at Morgan Stanley, I moved to the global sales team focusing on distributing the listed equity, fixed income and alternative investment funds to institutional clients and UK consultants. I then joined Blackfinch Asset Management to focus on distributing the MPS solution and in doing so built up a large network of IFA relationships across the UK and have a very good understand of the challenges they face. My most recent role was within Titan Wealth Planning, the IFA arm of Titan Wealth. Having worked within Investment Management and an IFA gives me a unique perspective on the market and how best to assist our clients. I have an LLB Law degree and was called to the Bar at Gray’s Inn in 2010. I hold the Investment Management Qualification from the CISI and the Applied Responsible Investment Certificate from the PRI Academy.

I focus on developing our adviser relationships across the Midlands as well as working with advisers who are new to Canaccord. I work with advisers of all sizes to find solutions that best suit their clients’ needs and goals.

Location: Birmingham

A bit about me:

Living in Cheltenham I love to be outside in the Cotswolds. I have two young children which keep me and my husband very busy but when we’re not with the kids I love going to the gym, specifically Hyrox training.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

To me, can-do means going that little bit further for our clients. Service is everything to me and providing an excellent service is what builds great relationships.

Contact:

View Kathryn Sargent's profile on LinkedIn

Need more help?

Whatever your needs, we can help by putting you in contact with the best expert to suit you.

Let us contact you

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.