Biography
Julian Wellesley is a Senior Credit Research Analyst at Loomis, Sayles & Company, where he covers the brokers and asset managers industries in investment grade and leveraged finance, as well as the North American banks industry in investment grade. In addition to his sector coverage, he works with fellow credit analysts and the firm’s Sustainability Team to ensure processes are robust and effective. Julian joined Loomis Sayles in 2014 as a Senior Analyst on the Global Equity Opportunities Team and then joined the Credit Research Team in 2023. Previously, he was a managing director and financial sector analyst for the global equities team at UBS Global Asset Management in London. Prior to this, Julian worked at Putnam Investments as an Asia-Pacific financial sector analyst. He began his investment career at Schroder Investment Management where he was a Japanese financial sector analyst based in Tokyo and a global financial sector analyst based in New York. Julian earned a bachelor’s degree from Oxford University and a master’s degree from Sheffield University. He is a CFA® charterholder.
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Latest Insights by Julian Wellesley, CFA
Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.
Financial Inclusion: Why Improving Access to the Underbanked is Good For Business
Why Banks Need to Do Better Disclosing Climate Change Risks
About the Credit Research Team
Investors on the Credit Research team
