Company
Position
Head of department
Managing director
Index
HNW Wealth Managers
Wealth Managers - Guernsey
Location
Saint Peter Port
Advice type
Investment management
Portfolio management
Client type
HNW
Sector Focus
Financial Services
Investments and Asset Management
Geographical focus
Channel Islands
Craig Allen
Spear’s Review
Craig Allen leads Julius Baer’s investment management offering in Guernsey and sits on the firm’s branch management board. He is responsible for all of the Swiss bank’s discretionary managed portfolios based on the island and works closely with relationship managers to meet clients’ requirements.
Allen joined the bank in 2016 from Credit Suisse, where he spent nearly eight years heading the portfolio management business within its Channel Islands and Gibraltar arm, and ‘served on four different Credit Suisse boards’. He had a stint at RMB Asset Management between 2004 and 2008, before which he began his career as a portfolio manager at Credit Suisse’s Guernsey office between 1998 and 2003.
Allen holds a first class BSc (Hons) in mathematics and French from the University of Exeter and is a chartered wealth manager.
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