Julian has over 29 years experience in the provision of life assurance-based solutions. He is a highly experienced wealth professional having worked with some of the leading life assurers, private banks, and private client lawyers in helping them help their clients control and protect their family wealth. He has worked with some of the world’s most prominent high-net-worth (HNW) and ultra-high-net-worth (UHNW) global families, providing them with tailored insurance solutions and wealth management strategies that are designed to meet their unique needs and goals.
With the advent of Brexit and considerable industry consolidation, Julian felt that clients were no longer being served as before. In 2021, Julian began on the journey to bring an optimal solution to the market that meets the needs of the HNW and UHNW client segments. After substantial research and involvement in several projects, which in itself was a substantial learning curve, Julian arrived at the Alpha PPLI concept, which he believes brings the best elements together for clients, advisers, bankers, and investment managers, with the protection of family wealth at its heart.
