Head of Strategy and Head of Hardy Managed Portfolios
Julian started working at Casterbridge Wealth in January 2019. He is passionate about the provision of quality Investment Management to clients and their financial advisers, especially in these difficult times. Julian started his career in 1986 and has amassed a impressive thirty five year track record working together with both Institutional and private clients.
He is understandably very proud of his position as a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI). Having started his career as a Bond-Sales Trader it was inevitable he was to become lead manager of one of the UK’s largest managed portfolio services, designed specifically for advisers and their clients. Julian is a strong believer in the importance of challenging consensus thinking in markets as diverse as Bonds to precious metals and his position at Casterbridge gives him the freedom to embrace independent thinking.
Julian has recently moved from Kent to Dorset to be nearer to work, colleagues and advisers, is married and the proud father of three independent and strong-minded adult children. He enjoys walking his Cocker Spaniel every day and running every week and is looking forward to being able to play tennis and golf again when Lockdown eases.