Our People

Julie Phillips

Head of Client Operations & Settlements

Julie began her career at NatWest Stockbrokers in 1993 with roles in the back, middle and front office until moving to Collins Stewart as part of its acquisition of NatWest Stockbrokers in 2001. There she headed the Client Liaison Team working closely with all departments within the private client business. Julie is a member of the partnership's Operations Committee. She has passed the Securities Institute Examinations in: Securities and Investments, the FSA Regulatory Environmental, and Private Client Administration.