Julian Polnik

Head of Adviser Services

Julian joined the company in September 2020 as Head of Adviser Services, working closely with our business development team servicing the adviser community. Julian has previously worked at Smith and Williamson as Senior Business Development Manager and has also held positions at UBS Wealth Management and Close Asset Management, where he established their discretionary portfolio management service specifically for advisers. Julian began his career in financial services in 1997 at Credit Lyonnais Rouse working in commodity derivatives before transferring to Laing and Cruickshank where he managed private client portfolios. Julian is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

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