Company
Position
Managing director
Index
UHNW Wealth Managers
Location
London
Advice type
Investment management
Wealth management
Client type
International UHNWs
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
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.
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