Julia Taltavull

Assistant Portfolio Manager

Julia joined the company as a Client Executive working alongside Portfolio Managers and is now an Assistant Portfolio Manager on the Private Client team.

Prior to joining W1M, Julia spent over 7 years working in Wealth Management, assisting Investment Managers with managing portfolios and helping clients achieve their long-term financial objectives.

She studied Administration and Finance in Barcelona and Bath and is currently working towards her Chartered Institute for Securities & Investment (CISI) qualifications.’

Woman watching

Ready to take the next step in your career?

We’re always looking to build a talented, diverse team and want to hear from you if you share our values and ambition.

Newsletter

Sign up to receive the latest news and insights from our experts

By signing up to our newsletter you opt in to receive emails from W1M. You can unsubscribe at any time.