Financial Services marketing headhunters, tml Partners, are delighted to have partnered with the team at Julius Baer to source their new Marketing Lead

Julius Baer is a distinguished Swiss private bank and wealth management firm renowned for its long-term client relationships and tradition of serving as trusted personal financial advisors for over 130 years. Headquartered in Switzerland, the firm maintains a global presence across 25 countries. This international standing is underpinned by a commitment to delivering bespoke wealth solutions and maintaining an agile approach to market shifts.

The Challenge

Julius Baer sought a Marketing Lead to play a pivotal role in the strategic launch of their new UK investment proposition. This initiative centered around a robust Model Portfolio Service (MPS) platform specifically tailored for UK-based Independent Financial Advisors (IFAs). The successful appointee was tasked with shaping and executing the end-to-end marketing strategy for this critical, commercially-focused initiative. This required collaborating closely with senior leaders across the firm to ensure alignment and a highly successful, high-impact market launch. 

Crucially, the requirement was for a candidate with a deep understanding of the IFA landscape who could translate product complexity into compelling, value-driven communication that resonated with this specialist audience, thereby directly contributing to increased business value and proposition adoption.

The Solution

Izzy Huddart, a specialist financial services marketing headhunter at tml Partners, was engaged to support this strategic mandate, working closely with Vanessa Stoole, Head of UK Marketing and Communications at Julius Baer. The partnership was grounded in tml Partners’ deep knowledge of the financial services sector and its ability to rapidly access executive-level talent.

Utilising her extensive network of marketing professionals across investment management, Izzy conducted a targeted search to find a candidate who not only possessed the required strategic marketing acumen but also the necessary specific market insight into the IFA distribution channel. The rigorous selection process ensured the final candidate was not only capable of marketing the exciting new investment proposition but was also a proven leader ready to step into this high-visibility, commercially focused role, driving tangible business growth and securing a competitive advantage in the UK market.

About tml Partners: Specialist Headhunters for Marketing and Commercial Roles

tml Partners are specialists in Executive Search and Professional Search with access to a global network of commercial, marketing, business development, communications, brand, product, and digital leaders. Our team works with businesses ranging from fast-growth challenger brands to blue-chip organisations to develop their in-house teams.

With offices in New York and London, our team has the expertise to support across key hiring locations, globally.

To learn how tml Partners can help you, please get in touch.