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

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.