Julia Rees Toader
Director at Heritage Holdings
Based in London, United Kingdom
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Seniority
Director
Department
General Business & Management
Location
London
Industry
Financial Services
Company size
75
Contact information
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j•••••••@heritageholdings.co
Phone
5 credits+44 ••• •••• ••••
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Background
About Julia Rees Toader
Julia is Head of Portfolio Strategy and Head of Relationship Management at Heritage Holdings. Built by families, for families, Heritage is a global investment platform. We leverage a modern technology stack and superior access to alternative assets to help the most prominent families, entrepreneurs, and advisors globally to protect and compound their legacy. Julia has a particular focus on blending public and private investments, selection across different types of investment styles, and constructing portfolios with a smooth ownership experience. Before Heritage, Julia was the head of Portfolio Strategy at Goldman Sachs Asset Management ($2.5Tr assets under supervision). She and her team advised sovereign wealth funds, pensions, financial advisory firms, private banks, and other long-term asset owners on asset allocation. She studied mechanical engineering and computer science at Princeton University and is a CFA charterholder. Before Goldman Sachs, she worked on M&A and business development for an early-stage medical device biotech firm.
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