My primary role is to manage portfolios on behalf of private clients, trusts, offshore bonds and pension funds. I work closely with the introducer community including financial advisers, solicitors and accountants. I’m also a Court of Protection and Personal Injury specialist in our London office and enjoy building long term relationships with clients and providing high levels of client service.
Julian has been in the private client industry for 21 years and began his career at Lloyds Private Banking, moving to Carr Sheppards Crosthwaite in 1998 and then to Quilter Cheviot in 2006.
Julian graduated from the University of Kingston in 1995 and passed the Securities Institute Diploma whilst at Carr Sheppards Crosthwaite. He is a Fellow member of the Chartered Institute for Securities & Investment.