Senior Manager, Family Business, Advisory
KPMG in Greece
Katerina is Head of KPMG Family Business Services. She has 27 years of experience in the banking sector, mainly in the Private Banking Services. As Deputy Manager of the Private Banking Division one of the largest banks in Greece, she had full managerial responsibility for the Private Banking Centers in Attika. She was supervising and coordinating for many years Teams of Private Bankers, offering investment advice to High Net Worth Individuals (HNWI). She was also responsible for legal and tax issues related to investments as well as operational risk management for private banking services. She was also involved in the development and training of private bankers and the development of investment strategies for individual and family wealth. She joined KPMG in 2017 and is currently involved in Family Business Services, mainly in the areas of Succession and Family Governance.
MBA, Joint degree, Manchester Business School and University of Wales, Bangor.
BSc in Law, from the Law School of the National and Kapodistrian University of Athens.
Professional Certification – Type B regarding the Provision of Investment Advice from the Bank of Greece