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The Guernsey office of Julius Baer has been awarded private banking and planning team awards in the WealthBriefing Channel Islands Awards 2023.
It’s the second year the firm has won the awards, which were this year presented at the Grand Jersey Hotel & Spa on 7 December.
The annual awards are focused on the wealth management industry, and winners are selected by a distinguished panel of independent judges for performance, innovation, and excellence.
Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, said the firm should be “rightly proud” of the accomplishment.
“We have seen a marked increase in entrants and interest in all our global awards programmes, and WealthBriefing Channel Islands Awards is no exception. These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognised internally and externally and to celebrate in style with their peers.
“I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of WealthBriefing winners.”
Jean-Luc Le Tocq, Head of Private Banking at Julius Baer Guernsey, added: “This recognition underscores our team's dedication to delivering exceptional wealth management services tailored to our clients' unique needs, and motivates us to continue exceeding expectations."
Pictured (top): Daniel de Kock and Tim Bichard.
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