Julius Baer




HNW Wealth Managers



Advice type

Relationship management

Wealth management

Client Types



Sector Focus

Financial Services

Wealth Management & Private Banking

Ryan Perry

Spear’s Review

Ryan Perry is a relationship manager for HNW and UHNW clients at Julius Baer in London, acting as a guide to the international private bank’s services for UK customers. 

Having decided he enjoyed the personal relationship aspects of banking from very early in his career, Perry spent time at Credit Suisse before moving to Julius Baer in 2022 to build a new book of clients. He tells Spear’s: ‘I wanted to be a relationship manager because you’re as close as possible to the clients; very close to the point of impact, providing these families with the sort of banking experience that people deserve. 

‘People have worked 20, 30, 40 years building a business, and there’s real satisfaction in being involved with providing a degree of assurance that they can enjoy their wealth.’

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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