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Julian Key

Photo of Julian Key

Investment Director

I joined the company as part of the acquisition of Punter Southall Wealth in 2022. My day-to-day role involves running predominantly private client discretionary investment portfolios, including general investment accounts, ISAs, and SIPPs for a variety of clients most of whom are direct clients together with some introduced via intermediaries. I am a fellow of the Chartered Securities Institute and have over 40 years’ experience in financial services.

Location: London

A bit about me:

My sporting days are now sadly behind me, but I enjoy watching most sports and with my “children” having flown the coop, my wife and the dogs are now in charge of my exercise – a responsibility they take to with great vigour, if little success!

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do sums up our overall philosophy - what can we do to help you achieve your investment goals?


View Julian Key's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.