Ep 67: Connecting staff and technology to scale wealth firms – Catherine Robson

Between Meetings with Matt Heine

Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business. Catherine reveals the joys and responsibilities of her current roles as non-executive director of Equity Trustees, Greater Bank, and Lumos, as well as the chair of Scale Investors. Reflecting on her path to becoming a non-executive director, Catherine shares her insights as to why not being a subject matter expert can be beneficial and provides advice for those thinking about being a director. Catherine explains the concept of an investment club, her podcast that focuses solely on women raising capital, and what's most important to her when choosing an early-stage investment.