“I love interacting with our clients and getting to know them personally. It is about building trustworthy relationships with our clients."
- Locations
- Birmingham
- Phone number
- 0121 710 3583
Juliana is an Investment Manager in the Birmingham office. She manages portfolios for private clients including individuals and trusts.
She also works closely with professional intermediaries including independent financial advisers, accountants, and solicitors. She has gained extensive experience supporting three senior Investment Managers and is very proud to be managing the relationships of her own clients and helping them to achieve their financial goals.
Juliana, who is a Chartered Wealth Manager, began her financial services career at RBC Brewin Dolphin as an Investment Management Assistant. Since joining us, she spent time in various parts of the business such as portfolio management, private clients, and financial planning, this has served to broaden her knowledge of these different areas.
Originally from Brazil, Juliana is fluent in Portuguese and takes every opportunity to travel and experience new cultures.