Aside from striving to change the face of the asset management industry, Julie is currently pursuing a European Leadership Course, where she experiences and studies leadership from academics with a philosophical perspective. She finds it important for herself and her colleagues to continue to study trough their career. Moreover, the fact that she can transpose her vision and identity into the company gives her energy.
“I’m very proud that I can put my own identity, my vision and my ideas into IVV. Every day, I work on aspects that I think are very important. For example, we started focusing more on sustainable investing and philanthropy as well. Most importantly, we are empowering our colleagues and clients to raise their standards.”
One aspect that IVV puts into practice with their client interactions is working with and talking to multiple family generations, taking their family history as the basis for collaboration. She and her team listen, get to know and understand the families they work with.
“Financial Planning and Asset Management are not just about financial goals, it’s also about financial motivations, your perspective on money and, for a lot of families we work with, their family history.
For example, if there’s an entrepreneur who has been building a business and wants to transfer their wealth to their children, it’s important to prepare them for that. The family history and how this money is gained will carry a responsibility to use assets wisely. The fact that we focus on this and prepare multiple generations in this process is one of the most unique things we do, which you won’t find anywhere else.”
Julie wants to bring forward the human aspect of the financial world.
“Generally, there is a bad image for the asset management world, because it seems like it’s all about numbers, trading, paperwork – but it’s not. Everything is based on genuine client relationships and involves a lot of soft skills, and that’s actually doing the real work.”
IVV has a tightly-knit, family-like culture that offers you a lot of flexibility, autonomy, and responsibility. And it’s thanks to these aspects that the learning curve is steep. You will be able to create the “ideal life for clients by investing in a way that fits each unique client.” Moreover, Julie believes in practicing what you preach. At IVV, life comes first, because it’s mirroring what they encourage their clients to do.
If you want to be involved in changing investment strategies to become more sustainable and socially-driven, and if you love research, trading, as well as traveling, IVV is the company for you!