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Company

Julius Baer

Position

Managing director

Head of department

Index

HNW Wealth Managers

Wealth Managers - Guernsey

Location

St Peter Port

Advice type

Wealth management

Wealth preservation

Wealth structuring

Client type

HNW

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Geographical focus

Channel Islands

Jean-Luc Le Tocq

Spear’s Review

As the head of private banking for the Guernsey arm of Julius Baer, Jean-Luc Le Tocq has a clear view of his mission: ‘Our aim is to preserve and enhance our clients’ wealth over the long term.’

He believes an exceptional banker has a ‘real understanding’ of each client’s individual needs, as well as the wisdom to appreciate how those needs – and the client’s broader circumstances – may well change over time. ‘You also need to be experts in the field in which you operate,’ he adds, pointing to his team’s specialism in advising clients with non-UK situs assets.

Le Tocq reiterates that a successful private bank is really best measured by how much stress it can remove from its clients’ lives.

Rank: Top Recommended

Top Recommended 2026, HNW Wealth Managers

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