Julius Baer employs more than 120 staff in Guernsey and offers a range of financial services, including discretionary portfolio management and investment advisory services provided directly by the qualified teams in place locally.  Credit services include the provision of Lombard lending and UK buy to let and non-resident mortgages.  There is also a dedicated team that supports the needs of External Asset Managers and the Branch works closely with the wider Julius Baer Group through the provision of administration and support services that are delivered from its booking centre.

Guernsey

Guernsey has established itself as a prominent financial hub, attracting businesses and investors from around the world. The island’s success can be attributed to its favourable business environment, political stability, and strong legal framework. Guernsey operates under its own jurisdiction, which allows for a well-regulated financial services sector. The island has consistently demonstrated its commitment to transparency and adherence to international standards, ensuring a trustworthy and reliable financial centre.

In terms of its offerings, Guernsey boasts a diverse range of financial services. Guernsey’s financial services industry is renowned for its expertise in wealth management and is supported by a skilled workforce of professionals, including legal, accounting, and investment experts. With its strong infrastructure and connectivity, Guernsey provides a robust platform for conducting financial transactions and serves as a gateway to both European and International markets. Overall, Guernsey’s reputation as a reliable, well-regulated financial hub continues to attract businesses and investors seeking a stable and prosperous environment for their financial activities.

Our presence

Bank Julius Baer has established a significant presence in Guernsey, offering a comprehensive suite of wealth management services. The Bank focuses exclusively on serving high-net-worth individuals and families. The Bank leverages its extensive expertise and experience in private banking and wealth management to deliver tailored solutions that align with clients’ unique requirements and long-term objectives.

Julius Baer is committed to delivering exceptional client service, and in Guernsey, this is exemplified through its personalized approach and relationship-focused model. Our relationship managers focus on building long-term partnerships with clients, ensuring a deep understanding of their financial aspirations and evolving needs. This client-centric approach allows Julius Baer to provide tailored solutions, financial advice, and ongoing support that are aligned with individual circumstances and goals.

One of the key aspects of Julius Baer’s offering in Guernsey is its portfolio management services. The Bank’s dedicated team of investment professionals works closely with clients to develop personalized investment strategies that consider their risk appetite, financial goals, and market conditions. Julius Baer’s investment approach encompasses a diverse range of asset classes, including equities, fixed income, alternative investments, and funds, allowing clients to access a wide spectrum of investment opportunities.

The Bank’s commitment to personalized service, global expertise, and its integration within Guernsey’s financial ecosystem positions Julius Baer as a trusted partner for high-net-worth individuals and families seeking sophisticated wealth management solutions in the island.