Tiffany Troxel

Spear’s Review

Tiffany Troxel moved to Julius Baer following its acquisition of Merrill Lynch’s non-US wealth management division in 2013. An Oxford- and Harvard-educated adviser who began her career at Goldman Sachs and UBS, Troxel continues to rank among the bank’s top 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. The former Spear’s Awards nominee has advised UHNWs, primarily those based in the UK and Europe, for the entirety of her career and has been dubbed a ‘star adviser’ by the press since her time at UBS. 

Troxel is a fellow of the Chartered Institute for Securities & Investment.