Our People

Katy Donald

Financial Controller | Edinburgh

Katy Donald - Our People - Dalmore Capital

Katy joined Dalmore in January 2022. Katy’s day-to-day responsibilities are focused on overseeing corporate accounting operations, including financial accounting, month end and statutory reporting, including the year end audit process. As Financial Controller, Katy also is involved in the annual budgeting, forecasting and planning process for the Company.

Prior to joining Dalmore, Katy spent 9 years with First Sentier Investors (“FSI”), latterly as a Financial Accountant, where she was responsible for overseeing the month end accounting process for two group entitles based in Ireland and USA. Prior to this role, Katy was a senior tax accountant, managing corporate tax compliance for FSI in EMEA.

From 2007 – 2012, Katy was a Senior Associate with PwC.

Katy holds a first class Honours degree in Accountancy and Finance from Heriot Watt University and is a qualified Chartered Accountant with the Institute of Chartered Accounts of Scotland.

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Katy Donald - Our People - Dalmore Capital
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Dalmore’s culture centres around its values and behaviours that describe how we work and bring to life the ways in which we operate.

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Disclaimer

The contents of this website have been prepared for information purposes only. No investment or tax advice is being given on this website. Nothing on this website should be regarded as an offer or solicitation to buy or sell any investment or an offer or solicitation to provide investment services or as a comment on the merits of engaging in any investment transaction or activity or an inducement to do so. Statements made on this website are subject to change, correction or update without notice.

The information on this website is directed exclusively at persons or entities domiciled in the United Kingdom who fall under the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001. Persons who do not have professional experience in participating in unregulated investment schemes should not rely on this information.

In the case of persons outside of the United Kingdom, this website is only directed to persons who may lawfully access it without breach of law or regulation or imposing any requirement on Dalmore Capital Limited or any other person to be licensed, registered or approved in any other jurisdiction. If you are an overseas user, it is your responsibility to acquaint yourself with the laws and regulations in your jurisdiction and to ensure that you may access the website without breaching them.

In particular, the information on this website is not directed at or intended for use by residents or citizens of the United States, nor is any of the information an offer of securities for sale in the United States. Securities may not be offered or sold in the United States in the absence of registration under the US Securities Act of 1933 (Securities Act) or an exemption from registration. Dalmore has not registered and does not intend to register any securities under the Securities Act and does not intend to make a public offering of any securities in the United States or in any other jurisdiction

The value of investments may go down as well as up and investors in the products and services referred to on the website may not get back the amount they invested. Any references on this website to past performance of investments are not a reliable indicator of future returns. Users should always acquaint themselves with the contents of any finalised marketing materials before making a decision to invest in any product or service referred to on the website.

Dalmore Capital Limited is a company incorporated in England and Wales which is authorised and regulated by the Financial Conduct Authority with firm reference number 509930.