Wealth Managers 2020: Jim Bouley, Julius Baer - Spear's Index

Jim Bouley

Julius Baer

City
London
Category
Wealth Managers 2020
Company Size
International
Website
https://www.juliusbaer.com/

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Jim Bouley’s will celebrate his 40th anniversary in wealth management next year. The Arizona native has seen markets at their best and worst – so what’s his advice to clients worried about the current situation? ‘Try not to be too clever when these markets melt and rebound when they do,’ he tells Spear’s from his home in south London. ‘You need to have a strategic asset allocation that is designed to survive the types of disruptions that we’ve seen.’

Bouley says the investment piece of his department did ‘exceptionally well’ through the market chaos of Q1 and portfolios are performing ‘excellently’.

He adds: ‘The fact that I’ve been through this many times before brings clients comfort.’



 

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