Julia Harley

Background

About Julia Harley

I am a client-centric Wealth Adviser with experience advising high-net-wealth individuals, Family Offices, charitable organisations and small institutions on investment matters and strategic direction. Having worked my way up through a boutique advisory business, I went on to build a book of clients from scratch within a global investment bank. My top client interactions include regularly presenting to a university endowment board on their investments; developing a governance program for a not-for-profit client; and re-engaging multiple clients who had, in the past, had poor experiences with wealth advisers. From a corporate viewpoint, my achievements include negotiating more favourable terms of business with a major Singaporean supplier; implementing the use of model portfolios to simplify trading and compliance; developing reporting standards and tools for Family Office clients; and building teams to efficiently deliver regular research and reporting to advisers and clients. I believe the best interactions produce mutually beneficial outcomes for client, adviser and business and I am committed to keeping the client at the centre of everything I do. As a highly skilled communicator with strong empathy, I am able to develop deep relationships with clients and stakeholders, benefiting my team and the organisation more broadly. Julia Harley Expertise: Wealth advisory, relationship management, holistic advice, investment strategy, strategic advice, portfolio construction, ethical investing, compliance, governance, not-for-profit, philanthropy, sophisticated investors, wholesale clients, Family Office, c-suite, superannuation, retirement planning, stakeholder management, team building, communication, CIMA®. Please contact me at j.harley@ethinvest.com.au