MEET THE PRIVATE CLIENT TEAM

Aurelia joined CAF in November 2018 as a Senior Private Client Manager. She was previously at the Founders Pledge, joining after completing her MBA as a Boustany Foundation Scholar at the University of Cambridge, where she focused on Finance. Prior to this, Aurelia worked for six years in Beijing in the policy and not-for-profit sector. Aurelia is very interested in the relationship between donors and grantees, the link between how charities are financed and their ability to have impact, and working with private individuals to make their giving as effective as possible.

Sarah has over six years of global experience within both the financial services and public sector, located in Europe and the Middle East. She has previously worked as a wealth manager and also for a credit ratings firm. She has a proven ability to discuss sensitive financial matters, uphold relationships and develop trust with clients from diverse cultures and professions. She has attained an MBA in International Business from University of Birmingham. Additional experience includes providing consultancy to a UK national charity and SME. She has also been a trustee for an educational charity. 

Frank joined the Private Client Team in December 2016, having gained two years experience working in the financial sector. With a degree in Economics and Politics, he spent two years working in personal banking at Santander. Having enjoyed the fast-paced nature of a front-office environment, Frank moved to CAF where he works with a diverse client-base made up of individuals and families.

Amy has worked at CAF for over 11 years, originally on CAF’s Corporate Accounts, which provided her with great insight into the Corporate Social Responsibility sector. She then moved to the Private Client team in 2012 wanting to further her experience of individual giving and explore what personally motivates donors to give. She regularly engages with a broad range of Private Clients, supporting them throughout their giving journey. Amy manages a portfolio of clients, and also works with internal and external parties in order to deliver a high-quality service level across the team.

“I enjoy building relationships with each of my clients and really helping them to understand what they are passionate about and how they can best support the causes close to their hearts.”

Contact Anna via email or telephone on +44 (0) 3000 123 490

With 11 years experience working in the sector Sophie has built relationships with many companies and individuals. Starting her CAF career as a Customer Service Representative she has progressed into the Private Client Team where she now helps individuals with their philanthropic aims. Sophie is passionate about building relationships with her clients and hearing about the charities they care deeply about. Sophie has a particular love of animal charities.

Dan has over 14 years experience in the finance and charitable sectors starting with leading insurance companies such as Zurich, Axa and Aviva before deciding to focus on linking his financial skills in the social sector. He was at Medecins Sans Frontiers for 12 months prior to joining CAF. He now manages a wide portfolio of clients with philanthropic funds from £100,000 to £70m+. Dan oversees our Business Development strategy liaising with leading professional services in Wealth Management, Law and Accountancy. He has a diploma in Journalism & Newswriting from the London School of Journalism.

Katie began career at CAF as part of the Validation team before becoming a Private Client Executive in September 2018.

Prior to this, Katie worked within the financial sector where she gained experience of building relationships with individuals and became passionate about helping people achieve their goals. Katie’s previous role saw her working with charities and it was from this that she decided to move to the Private Client Team to help individuals fulfil their philanthropic goals. Katie has taken part in several runs for charity and will be volunteering at the Friend Animal Sanctuary this Giving Tuesday.

Tracy joined the Private Client Team in October 2018 after working in the finance sector for over 30 years. Her roles varied from supporting personal banking to corporate clients to building relationships with SME clients in the commercial sector. Tracy has a passion for providing excellent customer service and going above and beyond. Looking after private clients at CAF gives her the opportunity to establish new client relationships and help achieve their philanthropic goals. She currently volunteers at the Cats Protection and is a keen runner having completed her first half marathon in April 2018.

Elly is the team leader of the Private Clients Executive Team, delivering outstanding client service and experience. Responsible for managing Charitable Trusts, she provides tailored philanthropic services to Private Clients, HNW individuals, Family Foundations and Corporate donors. Passionate about enabling our Private Clients to reach their philanthropic goals, she enjoys the opportunity to work alongside both charities and philanthropists.