Julia Patterson

Professional Focus

• More than 25 years’ experience running businesses directly in financial services or as an external partner, a practiced strategic advisor to CEOs and boards, building longstanding trusted relationships
• Leading strategy and enterprise initiatives spanning business growth, regulatory change, customer experience, transformation, capital efficiency, cost reduction and payments technologies
• Specialise in finding the most suitable executive to deliver to current business strategy and external market threats / opportunities, with a clear eye on cultural fit and ability to execute successfully within the organisation, while also meeting external stakeholder, regulatory and risk requirements essential across the industry
• GAICD credential, able to address board reporting and regulatory requirements, up to date with emerging risk including Cyber and AI
• Long term champion of social issues important to the industry including Diversity and Inclusion plus more recently Environmental, Social and Governance overall

Business Expertise

• Partner and Financial Services Practice Leader at a boutique international executive search and board advisory firm based in Sydney
• Member of the Executive Team at Westpac Institutional Bank (WIB), responsible for Strategy and Transformation; joined as Head of Strategy, Group Strategy for Westpac
• Executive Director, Global Head of Business Development and Strategy at MSCI (Morgan Stanley Capital International), responsible for Indices, ETFs, OTC and Listed Derivatives; joined prior to MSCI’s separation from Morgan Stanley and NYSE listing as part of the NYSE listing preparation team
• Consultant at Bain & Company, working in the Private Equity Practice, London and Boston
• VP of Trading, Structured Interest Rate Products at National Australia Bank, London
• Derivatives pricing and analytics, Graduate Program at JPMorgan, London

Additional Expertise

• Financial Services
• Board / Non-Executive Director Search
• Asset Management and Alternatives (passive funds, ETFs, Private Equity)
• Institutional Investing, Sovereign Wealth Funds, Public Financial Institutions and family offices
• Capital Markets and Investment Banking
• Retail Financial Services
• Fintech