Company
Position
Executive director
Index
HNW Wealth Managers
Wealth Managers - Guernsey
Location
Saint Peter Port
Advice type
Relationship management
Wealth management
Wealth preservation
Client type
Non-domiciles
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Andrew Phillips
Spear’s Review
Andy Phillips joined Julius Baer in 2016, having held senior positions in the Guernsey offices of Credit Suisse and Kleinwort Benson. Prior to this, Phillips, who has almost four decades of experience in financial services, worked 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: Recommended

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