“I really enjoy working out the global themes, what's happening in the world. Alongside what you know about the clients’ needs and attitude to risk, you can then seek the best investment opportunities.”
- Locations
- London, City
Julian manages multi-asset portfolios for mostly private clients, trusts and charities. He specialises in the investment management of global portfolios.
He particularly enjoys the friendly team structure at RBC Brewin Dolphin’s London City office and believes the mixture of skills – and collaboration – is a real strength. This, alongside the high level of personal service that RBC Brewin Dolphin offers, is valued enormously by clients, he says.
Now a Chartered Member of the of the Chartered Institute for Securities & Investment, Julian started his financial services career in 1986 with Gerrard, a firm that was eventually acquired by Barclays Wealth Management. He joined RBC Brewin Dolphin in 2008, bringing a wealth of expertise and experience.