60 second interview with Julie Zingiloglu, JTC

Date: 31 Mar 2020


Citywealth spoke to Julie Zingiloglu, Senior Director and Head of Geneva at JTC about preparing the next generation for managing the family’s wealth and developing a mutual plan for the future.

Tell me about your role. 

As head of JTC’s Swiss office, I oversee a team of experienced trust professionals, implementing and administering various structuring solutions for international private and corporate clients.  My focus is on delivering a first class client service, whilst managing an efficient and productive team.    

Walk us through your daily routine.

I always start the working day with a “to do” list but often client needs take priority.  I am fortunate to have a strong client service team behind me, which allows me to focus on growing and developing the Swiss business as well as the financial, operational and compliance matters that arise day to day.

Tell us about a recent client instruction.

Many of our clients have very busy lives, as well as multi-asset requirements and they expect more than the typical trust and corporate services from their wealth service providers.  JTC is a forward-thinking company which embraces this and has the in-house expertise to provide for client needs.  What sets us apart at JTC is our global presence, our wide service range and our investment in technology. For example, I recently coordinated a structure for an entrepreneurial client across several JTC offices and areas of expertise.  We were able to establish an effective succession planning structure for both their personal and international business assets.  This included the establishment of a private fund structure via our Cayman office, as well as access to our industry leading private office online platform EDGE, which allows our clients to organise their assets and documentation in one place.

What is the most challenging issue your clients are facing currently, and how are you helping your clients to overcome it?

Preparing the next generation for managing the family wealth, particularly where there are family businesses involved.  You would be surprised how many families simply do not discuss these matters until it’s too late.  Communication is key and vital to understanding their respective values and visions, as well as developing a mutual plan for the future.  The younger generation may have certain views which might affect how we administer their structures, examples may include the distribution of wealth or sustainable investments.  At JTC, we encourage our clients to involve the future generation at an early stage and actively help coordinate family governance and succession within our structures. 

What is your proudest professional achievement to date?

Without doubt, my recent promotion to Head of JTC’s Geneva office.  It has not always been an easy road but I am proud of what I’ve achieved and how I’ve dealt with the challenges along the way.  If I’ve learned anything, it’s that every challenge is an experience to be gained.

What do you consider to be the most important attributes for a leader?  

It’s not enough to be knowledgeable in your field, a good leader needs to know how to pass that knowledge on in a way that will bring the best out in each individual.  To do this they need to demonstrate empathy and take the time to listen and understand what drives that particular individual.

Who do you most admire and why? 

Working mums.  I became a mum later in life and until then, I never fully appreciated the juggling act that most mothers face on a daily basis.  JTC is a great supporter of women in the workplace and many of our senior team are working mothers.  It really is possible to have a successful career and happy, healthy children at the same time. A special mention to all the great working dads out there too!

Where was the last place you travelled to for work or pleasure?

Glasgow – my married name is Turkish, which is a little misleading but I am 100% Scottish, and although I moved abroad 27 years ago, I still visit family and friends regularly.  You can’t beat the friendliness and humour of the Scottish people, and I always relax instantly as soon as the aeroplane lands in Glasgow.

If you weren’t in the wealth management industry, what else might you be doing? 

An artist – my painting style would be bold, energetic and colourful.  Read into that what you might about my personality.

How do you relax after a long day?

With a very active four-year-old it’s often hard to relax, but in the summer I love to walk or swim around Lake Geneva and in winter I enjoy cooking family meals and eating way too much cheese.

Best piece of advice for Generation Z? 

There is a big real world out there which needs to be explored.  Continue to embrace technology, but do take time to ditch the smart phone and interact with your surroundings.  Who knows what dreams will open up!


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