Julia Harley

Julia joined Ethinvest's in 2019, after spending 16 years advising high-net-worth individuals, Family Offices and small institutions in boutique Wealth Management businesses and global investment banks. She is dedicated to helping clients achieve their goals by providing clear strategic advice and aligning their investment strategy with their ethical values.

 

Julia has obtained the Certified Investment Management Analyst (CIMA®) designation and is passionate about providing expert portfolio construction to all investors. Julia is also a board member of the Ethical Advisers’ Co-op.

 

Outside of work, Julia loves to explore global culture, architecture, and art through travel. She recently reignited her passion for horse riding as a way to see the world. Closer to home, she is an avid ocean swimmer and practices yoga for its wide range of health benefits.

 

Julia is supported by Zheng Zhao (Paraplanner) and Mitchell Ward (Client Relationship Manager).