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Index

Wealth Managers

Location

Saint Peter Port, Guernsey

Advice type

Relationship management

Client types

Non-domiciles

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Andrew Phillips

Description

Andy Phillips joined Julius Baer in 2016 after having senior roles at the Guernsey offices of both Credit Suisse and Kleinwort Benson (now 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-res non-doms and intermediaries. The adviser is loyal to 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 Ten

Top Ten 2021, Wealth Managers Guernsey

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