Julie Watkins Birmingham office
Julie Watkins

Julie Watkins

Senior Investment Director

Birmingham

+44 (0) 121 232 0700

About me

As a wealth manager, my priority is to help my clients achieve their financial goals. By understanding their current financial situation, requirements and their financial objectives, this enables me to assist them in building a bespoke portfolio that is suitable for both their present and future needs. I specialise in managing a wide range of private client portfolio's, trusts, charities, pension funds and offshore bonds. To ensure the best possible outcome for my clients, I work closely with Investec's in-house research team and financial planner's to identify suitable solutions which reflect clients' risk profiles and objectives.

Background/Experience

I have the benefit of several decades of working in the industry, having previously worked for two other firms, Harris Allday Lea & Brooks (now known as EFG) and Barclays Wealth, before moving to Williams De Broe in 2008 (now Investec). My long career in wealth management has enabled me to build up extensive knowledge and experience which I have applied to the management of my client portfolio's and the service which I provide them. I hold the Chartered Institute for Securities and Investment (CISI) Diploma, and I am a Chartered Fellow of the Institute for Securities and Investment (CISI).

My interests

I enjoy fine dining, exotic holidays and reading crime novels. I am also a keen gardener with roses being my passion having amassed a large collection over the years.

My areas of expertise

Contact me via the form above to learn more about..

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Moutains and hills

At Investec we are never complacent in the service which we offer our clients. We always go the extra mile to give time to focus on what is important to them. Our human touch is our strength.

Julie Watkins