CIMA® BBus DipFS(FP)
Julia joined Ethinvest in 2019 and has experience advising high-net-wealth individuals, Family Offices and small institutions, built within boutique Wealth Management businesses and global investment banks over the past 16 years. Julia is passionate about helping people achieve their goals; providing clear strategic advice and aligning clients’ investment strategy to their individual ethical values.
Julia holds the Certified Investment Management Analyst (CIMA®) designation and has a keen interest in providing expert portfolio construction to all investors.
Julia loves to travel and explore global culture, architecture and art. She has recently reignited her passion for horse riding as a way to see the world. Closer to home, she is a keen ocean swimmer and practices yoga for its wide range of health benefits.
Julia is supported by Nick Elston (Paraplanner) and Kiki Hartanto (Client Relationship Manager).