Julia is a partner in our Wealth and Asset Management practice in London. She joined Oliver Wyman in 2004 from Mercer, following its acquisition by MMC and has worked for over 25 years in the investment field, as a portfolio manager and investment consultant before becoming a strategy consultant.
She has worked with a wide range of clients, including asset managers, insurance companies, SWFs, pension funds and banks.
Key areas of expertise include:
- Strategic advice to clients operating in the investment arena, particularly in Europe and the Middle East
- Advice on organisational and operational effectiveness, product design and investment processes
- Reviews of changing market conditions and regulation, and advice on client responses to succeed in the new environment
- Demand trends for asset management and impact on distribution landscape and consequent sales strategy and effectiveness
Over several years, Julia has co-authored a series of major reports published with the World Economic Forum including the Future of the Global Financial System and the Future of Long-Term Investing. She also wrote the Op-Ed entitled ‘Women in portfolio management – the missing diversity multiplier’ for the firm’s Women in Financial Services publication series.
At Mercer Julia headed its Investment Consulting business in Continental Europe. She then led its Manager Advisory practice, providing strategic advice to asset management clients, before transitioning the business to Oliver Wyman.
Julia holds an MA in Mathematics and Computer Science from Cambridge University. She is a member of the Advisory Council for AIMSE Europe (the Association of Investment Management Sales Executives).