Meet The Team

Julia assists in the smooth and effective running of the Treasury function and is responsible for the day to day administration of fund structures. She provides support services to the shareholders of the various fund types under management preparing accurate, informed responses to clients, auditors and internal enquiries.

She liaises with financial institutions where assets are invested and is a key contact during the on-boarding process of new investors. On a daily basis Julia attends to subscriptions, redemptions and the reconciliation of fund and client accounts.

She has more than 35 years’ experience in the financial services industry, previously working at a large clearing bank where she undertook a variety of roles which gave her a wide range of skills and knowledge in areas including international payments, foreign exchange and customer service.

Julia holds professional certificates in Financial Services Practice, ICA AML and a Diploma in Management.