Julius Baer


HNW Wealth Managers

Wealth Managers - Guernsey


Saint Peter Port

Advice type

Relationship management

Wealth management

Wealth preservation

Client Types



Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Andrew Phillips

Spear’s Review

Andy Phillips joined Julius Baer in 2016 after being in senior roles at the Guernsey offices of both Credit Suisse and Kleinwort Benson (now SG Kleinwort Hambros). Prior to this, the adviser, who has more than 35 years’ experience in financial services, was working for Barclays in the UK as a corporate manager.

Today, Phillips is dedicated to advising a diverse clientele made up of local HNWs, UK-resident non-doms and intermediaries. He is a true believer in Julius Baer’s philosophy, which places its clients at the centre of its activities. ‘We have a deep understanding of clients’ needs in respect to wealth accumulation, wealth preservation and wealth transfer to next generations,’ the company says.

Rank: Top Recommended

Top Recommended 2024, HNW Wealth Managers

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