Julia Scott

Julia Scott has a wealth of experience in the financial sector. Julia began their career in 2012 as a Fund Manager and Research Analyst at Margetts Fund Management Ltd. In 2018, they moved to the same company as an Investment Operations Specialist. In 2020, they joined WealthKernel as the Head of Investments. In their current role, they focus on oversight of appointed representatives for the Fintech platform, creating fund research frameworks for clients, setting up ISINS, creating portfolios, and ongoing portfolio management. Additionally, they create and runs investment committees to feed into the company's governance and risk structure.

Julia Scott attended the University of Birmingham from 2008 to 2011, where they obtained a Bachelor of Applied Science in Economics. Julia has also completed units 1 & 2 of the CFA UK IMC, as well as compliance and financial markets courses with The Chartered Institute for Securities & Investment (The CISI).