Julian Ashworth
Senior Investment Adviser
Location
Sydney
Julian combines institutional market insight with a client-first approach to support the next generation of investors and family wealth stewards.
Julian Ashworth is a Senior Investment Adviser at Asteri Asset Management, working alongside Adviser & Partner Daniel Clarkson, Senior Associate Divya Arumugam and Brigid O’Connor. He develops tailored strategies for high-net-worth individuals, families, and not-for-profit organisations with a growing focus on supporting younger wealth accumulators and next-generation family members navigating the responsibilities of inherited wealth.
With over a decade of experience, including roles at State Street and UBS Investment Bank supporting equity derivatives trading, Julian brings strong technical foundations and market insight to every client relationship. He joined Asteri in 2018, holds a Bachelor of Commerce (Finance) from Macquarie University, and has completed a Graduate Diploma of Financial Planning. Julian is valued by clients for his thoughtful, grounded approach and ability to bridge generations, helping both established and emerging family members feel informed, supported, and in control of their financial future.
Location
Sydney