Event
Boyden's Kathy Pattillo Joins FEI Houston's 10th Annual CFO University
Julia Patterson
Partner, Australia
Julia Patterson specialises in executive and board search for Financial Services across Australia and Internationally, leveraging over 20-years in operational and senior executive roles across the sector. She partners with clients to support their strategic initiatives by appointing the right leaders to mission-critical roles with discretion, authenticity, integrity and a deep understanding of what drives success in the global financial services sector.
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
Areas of Expertise
Education & Certifications
- MBA from University of Chicago Booth School of Business
- Bachelor’s degree (B.Sc.) in Mathematics from University College London
- Graduate (GAICD), Australian Institute of Company Directors (AICD)
Case Studies
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Scaling Legal Capability in Global Markets
Boyden partnered with a leading sovereign wealth fund to place a senior lawyer for UK and European investments, strengthening governance, risk management, and long-term growth.
Strengthening Valuation Leadership for a Leading Private Credit Manager
Boyden partners with a leading private credit and alternative investment manager to appoint a Head of Valuation, strengthening governance, regulatory oversight, and valuation excellence across a complex credit portfolio.
Leadership Assessment to Support M&A Integration Business Process Outsourcing
Discover how a global BPO leader achieved M&A integration success through leadership assessment, aligning executive capabilities with investor expectations and driving data-driven organizational decisions.
Thought Leadership
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Blog
Modern Budgeting: Why CFOs Must Balance AI and Human Insight
As the 2026 budgeting cycle begins, CFOs must modernize financial planning by integrating AI with robust data governance that empowers their teams to enhance accuracy, speed, and strategic decision-making without replacing human judgment.
Boyden Report Series
Fintech: The democratising effect of digital money
Financial Services Trends Report: A snapshot of fintech-led innovation, connectivity and transformation in financial services, with expert insights on talent and leadership.
Boyden Report Series
Global Banking and Capital Markets in a New World Order
Financial Services Trends Report: A snapshot of the key orientation points for leadership through multiple complexities in the new world order, with expert insights on talent and leadership.
Articles & Papers
Boyden in Malta: Momentum in the Mediterranean
A look at Malta’s most vibrant industries and economic successes with insights from local Partner Dr. Vassilis Trochalidis of Boyden Greece, Cyprus and Malta.
News & Events
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In the Media
Orrstown's new CEO says bank is in a position of strength
Orrstown Financial’s new CEO Adam Metz highlights the bank’s strong financial position, disciplined growth strategy, and well-planned leadership transition as it enters its next phase.
In the Media
CFO Evolution Puts Spotlight on Data, Tech Skills
Contact Julia Patterson today and let's get started