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Company

Julius Baer

Position

Managing director

Index

UHNW Wealth Managers

Location

London

Advice type

Investment management

Wealth management

Client Types

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

United States

Customer Type

Wealth adviser

Tiffany Troxel

Spear’s Review

Tiffany Troxel moved to Julius Baer following its acquisition of Merrill Lynch’s non-US wealth management division four years ago. A prodigy already blessed by an impressive history at Harvard, Goldman Sachs and UBS, Troxel continues to rank in the top 1 per cent of the bank’s global advisers.

The fresh investments, new referrals and robust returns just keep coming for Troxel. ‘I try to give the same care and attention to detail to all of my clients’ investments, as if they were my own,’ she says.

Rank: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

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