Company
Position
Head of private clients
Index
Power List
Location
London
Advice type
Private banking
Wealth management
Client type
HNW
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Alan Hooks
Spear’s Review
Alan Hooks is head of private clients for the UK at Julius Baer, the Zurich-listed private bank and global wealth management firm.
Hooks has been with Julius Baer for over a decade. Based in London, he joined the business in 2013 when he moved across from Bank of America Merrill Lynch following the Swiss bank’s acquisition of its international arm. He previously served as head of wealth planning at Lloyds and head of private wealth at HSBC.
Hooks’ vast experience in supporting HNW and UHNW clients with wealth preservation, tax-led structures and succession planning means he is well placed to further develop Julius Baer’s UK private client business and guide the bank through the various challenges of the modern era.
Notable 2025, Power List