Julia is a partner emeritus in Oliver Wyman’s Insurance and Asset Management practice, based in London. She brings more than 25 years of experience across investment management, consulting, and strategy, having worked as a portfolio manager, investment consultant, and strategy advisor.
She has advised asset managers, insurers, sovereign wealth funds, pension funds, and banks across Europe and the Middle East. Her work spans investment strategy, organizational and operational effectiveness, product design, investment processes, distribution, and sales effectiveness.
Julia has also helped clients respond to changing market conditions and regulation, with a particular focus on how shifts in investor demand are reshaping the asset management landscape.
The investment landscape is constantly evolving. The challenge is to understand where client demand, regulation, and competitive dynamics are heading, then translate that into clear strategic choices on products, distribution, and operating models
Over several years, she co-authored major reports with the World Economic Forum, including work on the future of the global financial system and long-term investing. She also contributed to Oliver Wyman’s Women in Financial Services series.
Before joining Oliver Wyman, Julia led Mercer’s Investment Consulting business in Continental Europe and later its Manager Advisory practice.
Julia holds an MA in mathematics and computer science from the University of Cambridge and is a member of the Advisory Council for AIMSE Europe.