MEET THE PRIVATE CLIENT TEAM

Ludmila has over five years of global experience in the art market, with a special focus on artist management, strategic delivery of cultural projects and exhibitions, and building relationships with private clients and institutions worldwide. She started her career at Sotheby’s auction house, and subsequently held positions at Gagosian and David Zwirner in London. In parallel, she continued to build on her academic research and her work appeared in several publications in the recent years. Ludmila has a wealth of expertise in looking after the needs of many private clients and families in the art sector and passion for a number of causes, in particular child welfare, dignified ageing and climate change.

With over 12 years experience in the sector, Anna has built relationships with many individuals and families supporting them to give effectively to their chosen causes. She works with a range of clients who are all at different stages of their Philanthropic journey. Anna enjoys helping her clients to understand what they are passionate about and how they can best support the causes close to their hearts.

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.

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. 

Helena joined CAF in July 2019 within the private clients’ team as an advisor. Previously she worked for a boutique equity firm in a Trade Support role, and prior to that, completed an internship at Peace Corps’ Epidemiology and Surveillance Unit in Washington DC. She has an MSc at the Liverpool School of Tropical Medicine.  She enjoys projects that involve a level of research and investigation, and is passionate about sustainably helping individuals/communities from impoverished/underprivileged backgrounds.

Helena will support the team’s advisory function, where her aim is to help clients achieve maximum impact from their donations.

Visit our philanthropy insights page to read blogs and articles by Helena.

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.

Mark began his career at CAF in 2011 as part of the Charities Team and was responsible for delivering investment solutions to charities, before moving to the Private Clients Team as a Private Client Executive in September 2020.

Prior to joining CAF he has worked in the finance sector for over 25 years, having various roles but concentrating on building relationships with both individuals and firms within that sector. Mark is keen to deliver excellent client service and to ensure that Private Clients attain their philanthropic goals. He enjoys playing social golf with friends.

Elly is one of our Private Clients Executives, 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.

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.

Jo joins the Private Client Team from the CAF Customer Service Team where she has worked since October 2017. She has 20 years customer services experience across a wide range of sectors including; travel, retail and finance. Jo is excited about having more in depth conversations with clients and learning about philanthropy and the wider charitable sector. She has volunteered on various school and club committees and is a keen runner completing the London marathon in 2014.

Ellen joined CAF in November 2014 as part of the Customer Contact Team, acting as the initial point of contact for both client and charity queries. In September 2018 Ellen progressed into the Private Client Team under the role of ‘Private Client Service Support’, where she supported the team to ensure that clients received an exceptional level of service. Ellen is now a ‘Private Client Executive’ and is passionate about creating long-lasting relationships with clients, guiding them through their CAF journey to help reach their philanthropic goals.