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Relationship Managers

Jean-Luc Le Tocq is Head of Private Banking at Julius Baer in Guernsey and a member of the Branch Management Board. Prior to joining Julius Baer in early 2016, Jean-Luc worked in the private banking team at Credit Suisse for 26 years. He was the Head of Relationship Management and Investment Advisory in Guernsey and a member of the Channel Islands Executive Board from 2002 to 2015. A graduate of St Andrew’s University, he is qualified as an Associate of the Chartered Institute of Bankers and is a Chartered Wealth Manager. He is an Authorised Financial Advisor of the Bank in Guernsey.

Tim joined Julius Baer in August 2016 as a Relationship Manager. He began his career as a graduate trainee with Credit Suisse in 1997, working in both Guernsey and Dubai. He became a Relationship Manager in 2001 and left in 2005 to join a financial advisory firm in Brussels, Belgium, where he qualified as an international advisor with the Chartered Insurance Institute. He re-joined Credit Suisse in Guernsey in 2008 where he took on a variety of roles, which included leading a team of Relationship Managers. Tim is a graduate of Loughborough University, a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), and a CISI Chartered Wealth Manager. He is an Authorised Financial Advisor of the Bank in Guernsey.

Andy joined Julius Baer in 2016 with over 30 years of experience in the banking industry. Since 1997 he has been based in Guernsey. Before joining Julius Baer he performed the same Senior Relationship Management role at Credit Suisse and Kleinwort Benson locally. Prior to this, Andy worked for Barclays in the UK as a corporate manager where he gained a strong background in credit. He is a Fellow of the Chartered Institute for Securities & Investment (CISI), a CISI Chartered Wealth Manager and an Associate of the Chartered Institute of Bankers (now the London Institute of Banking & Finance). His focus is working with and providing services for locally based clients, UK-resident, non-domiciled individuals, and their professional advisors. He is an Authorised Financial Advisor of the Bank in Guernsey.

Robert Pickford joined Julius Baer in June 2018. Prior to that he was an Investment Director at a wealth management firm where he was a member of the Group’s UK, European and US stock selection committees. Robert holds a First Class BSc (Hons) degree in Economics from the University of Nottingham, is a Chartered Fellow of the Chartered Institute for Securities & Investments and a Chartered Wealth Manager. He is an Authorised Financial Advisor of the Bank in Guernsey.

Tanya joined Julius Baer in 2000 and is responsible for managing ultra-high net worth and institutional banking relationships. She has over 30 years of experience in banking and is a member of Chartered Institute for Securities & Investment (CISI) and London Institute of Banking & Finance (LIBF).