Julian is a board level strategist and marketer with proven commercial expertise across the financial services, FinTech and professional services industries.
His particular areas of focus are strategy, brand & marketing, sales & marketing alignment, and building high performing teams. He is particularly knowledgeable and well networked in the lending industry and intermediary market.
A conceptual thinker, Julian is able to see the big picture and ignite creative ideas. In a career spanning 20 years he has helped launch, build and enhance numerous business propositions that have made a real impact on P&L.
Before joining Whitecap, between 2008 to 2012 Julian was marketing director at financial outsourcing firm HML, which was a subsidiary of Skipton Building Society and has since become part of Computershare. There he took on the challenge of revamping an established brand and led major changes to the firm’s market positioning and commercial strategy.
Julian spent 7 years working for Mortgages plc, a subsidiary of Merrill Lynch. He was a key member of the senior team that helped annual lending grow from £220m to £2bn. He designed and implemented a high profile marketing strategy and built an award winning marketing and product team. He has also worked for Boston Consulting Group (BCG) and Nationwide Building Society.
Julian has previously been involved in a number of start up ventures. He co-founded one of the first online social networks for the FS market – Marketing Innovation Forum – and was also a co-founder of Adviser Matrix, a firm that helped match financial advisers with networks. Julian was also part of the team that helped launch peer-to-peer lender rebuildingsociety.com.
A keen sports fan, Julian plays golf and football and is a keen skier and runner, having tackled a number of half marathons. Julian holds a Postgraduate Diploma from the Chartered Institute of Marketing and was previously shortlisted for Financial Services Forum Young Marketer of the Year.
Julian is currently studying towards attaining the Institute of Directors’s Chartered Director status, having passed the IoD Diploma in Company Direction in 2017.
Julian’s specialisms are B2B, Financial Services, FinTech, Lending, Professional Services, and Technology. He is heavily involved in FinTech North, the regional FinTech initiative that Whitecap co-founded in 2016.
“In my experience CEOs, directors, entrepreneurs, and other senior stakeholders know what they want their business to achieve – defining their vision is very rarely the challenge. Designing, articulating and helping deliver a strategy and structured approach to support the realisation of the vision is where support is often required, and that’s where Whitecap’s strength lies.”