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External Asset Management - Relationship Managers

Shaun is Head of Intermediaries at Julius Baer in Guernsey. He joined the Bank in 2007 and worked in Private Banking until 2010 when he formed the Intermediaries Team and has seen its successful growth during this time. He has worked in the Guernsey finance industry for over 25 years. Shaun has experience in credit, mortgages, treasury and private banking.

Sonia has been with Julius Baer since late 2012, and is a Relationship Manager in the Intermediaries team. With over 20 years’ experience in Private Banking and Global Custody, spread between top tier Dutch and Swiss private banks, her roles have included all aspects of global custody, middle and front office. She is deputy-head of the team and a member of the Branch’s Marketing, Charity and CSR Committees.

Claus has more than 25 years’ experience working in international financial centres such as London, Frankfurt and the Channel Islands. Working in leading banking institutions as a Relationship Manager and Trader he gained an extensive knowledge of all classes of assets and product offerings such as wealth planning, banking, credit, liquidity and investment management.  Claus joined the bank early 2020 as a Relationship Manager within the Intermediaries Team. He is Chartered MCSI and Guernsey RDR qualified and has been awarded the CF30 by the Financial Conduct Authority.