Bank Julius Baer & Co. Ltd., Guernsey Branch

St Peter Port·Professional Service

Part of Bank Julius Baer & Co. Ltd., Switzerland (Julius Baer Group)

About

Bank Julius Baer & Co. Ltd., Guernsey Branch is the Guernsey office of Swiss private bank Julius Baer, established in 1989 in St Peter Port. Licensed by the GFSC for banking, investment, and lending, the branch offers private banking, discretionary and advisory investment management, foreign exchange, structured products, Lombard loans, mortgages, and global custody services. The branch employs over 120 staff and is a branch of Bank Julius Baer & Co. Ltd., Switzerland (part of the Julius Baer Group).

Specialises in2

Each capability links to every business in the Baliwick that shares it.

Private banking

Personalised banking and wealth management services for high-net-worth individuals.

PeopleStephen Burt (Branch Manager) · Andy Phillips (Executive Director, Private Banking) · Jean-Luc Le Tocq (Head of Private Banking) · Craig Allen (Head of Investment Management) · +1 more

Family office services

Comprehensive wealth management, structuring, and philanthropic services for families.

From their website

Wealth management

Quick facts

Legal form
Limited Company
Established
1989 · 37 years
Facilities
Accessible Entrance
Industries served
High Net Worth Individuals
Client focus
Hni Individual

People5

  • Stephen BurtBranch Manager
  • Andy PhillipsExecutive Director, Private Banking
  • Jean-Luc Le TocqHead of Private Banking
  • Craig AllenHead of Investment Management
  • Mona SoneHead of Human Resources

From their website

Original phrasing from their website — lines covered by a capability above appear within its card.

  • Advisory Investment Management
  • Discretionary Investment Management
  • Fiduciary Deposits
  • Foreign Exchange
  • Structured Products
  • Lombard Loans

Credentials

Awards & recognition

  • Euromoney Best Asset Management in Guernsey (2019)
  • Euromoney Best Private Banking Services Overall in Guernsey (2019)

Hours

Mon
9:00 AM – 5:00 PM
Tue
9:00 AM – 5:00 PM
Wed
9:00 AM – 5:00 PM
Thu
9:00 AM – 5:00 PM
Fri
9:00 AM – 5:00 PM
Sat
Closed
Sun
Closed

Contact

Social
Address
No. 1, The Plaza, Elizabeth Avenue, Admiral Park, P.O. Box 87, St Peter Port, Guernsey GY1 4BS

Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.