1670
Managing Director
Guernsey
Julie leads the Guernsey private client team, with a focus on strengthening client relationships and enhancing the overall client experience, driving the team to new heights.
Julie is a highly skilled trust practitioner with extensive experience in both independent and institutional TCSPs. Throughout her career, which spans over 30 years, she has held senior leadership positions, expertly blending the nuances of private client needs with the discipline required to manage a well-run fiduciary business. Her broad expertise includes working with ultra-high-net-worth clients across multiple jurisdictions, showcasing her ability to navigate complex legal and regulatory environments while protecting and growing asset value.
In addition to her role at Oak, Julie actively contributes to the wider Guernsey private wealth community through her involvement with STEP and GAT. Her insights and expertise support the ongoing growth and success of the industry.
Outside of Work
Julie is a fitness enthusiast who usually opts for weights over cardio at the gym. A passionate rugby fan, she loves catching a match at the pub and occasionally travelling to see a game live. She also enjoys the great outdoors—whether it's gardening on sunny days, taking her daughter's dog, Molly, for a walk, or paddle boarding whenever the weather permits.
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