Julie Lund

Investment Managers' Assistant

T: +44 (0)20 3771 2140

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Julie joined the team in 2021 bringing with her over 28 years of experience in wealth management.

Julie was previously at abrdn (formerly Newton Investment Management’s private client business) where she was a senior portfolio manager’s assistant focusing on UK and international private clients. Her previous experience was with Axa Framlington where she managed the private client administration team. Julie started her career with Coutts & Co where she held various positions in the operations and private client department and worked on both the UK and international desks.

Julie holds the Banking Certificate, Certificate for Financial Advisers and Investment Administration Qualification.