Shaun serves as Head of Intermediaries UK at Julius Baer, overseeing high-performing relationship management teams across multiple jurisdictions, including Switzerland and Guernsey. With a distinguished career spanning nearly three decades in the Guernsey finance sector, Shaun brings unparalleled expertise to his leadership role.

Since joining Julius Baer in 2007, he has leveraged his diverse experience in credit, mortgages, treasury, and private banking to drive business growth. 

Shaun was instrumental in establishing and developing the Guernsey Intermediaries Team, which has flourished under his guidance. In addition to his operational responsibilities, Shaun also plays a key strategic role as a member of the Local Branch Management Board, contributing to the development and implementation of regional business initiatives. His dedication to fostering strong relationships and delivering bespoke solutions has earned him a reputation as a trusted partner among intermediaries and clients alike.

Clare joined Julius Baer in November 2023 as a Relationship Manager in the UK Intermediaries team. She has over 20 years’ experience in the financial services industry in Guernsey, having worked for the Royal Bank of Canada (Channel Islands) Limited since 2001. During her tenure she held progressively senior positions in Global Custody and Private Banking with a particular focus on servicing the needs of external asset managers and their clients.  She was appointed to the Executive Board between 2018 and 2021. Clare is an Associate member of the Chartered Institute for Securities and Investment.

Claus is an accomplished Relationship Manager with 25 years of experience across multiple international markets, including London, Frankfurt, and the Channel Islands. He joined Julius Baer’s UK Intermediaries team in early 2020, bringing a wealth of expertise and global perspective to his role.

A Chartered Member of the Chartered Institute for Securities & Investment (MCSI), Claus also holds the Guernsey Retail Distribution Review (RDR) qualification and the Certification Function 30 (CF30) award from the Financial Conduct Authority. With his extensive experience and technical expertise, Claus delivers expert support to his clients, helping them navigate the complexities of the financial landscape.

Shannon is a dedicated Relationship Manager within our Intermediaries team, having joined in 2015, focused on building strong partnerships with UK and Swiss-based intermediaries. She brings a unique combination of technical expertise and interpersonal skills to her role, with a proven track record of delivering exceptional client experiences.

Having progressed rapidly through Julius Baer, Shannon completed the Junior Relationship Manager Programme and now serves as a trusted advisor to her clients. A certified holder of the CISI Investment Advice Diploma and a registered Financial Advisor (RDR Compliant), Shannon demonstrates her ongoing commitment to excellence in wealth management.

James is a highly experienced Relationship Manager who joined the Intermediaries team in early 2024. With a background in senior positions, James possesses a good understanding of the complexities of wealth management and a proven ability to build lasting relationships with his clients.

Throughout his 20+ year career, James has demonstrated a strong commitment to delivering exceptional client service, combining this with a personal approach that sets him apart.

James is a member of the Chartered Institute for Securities and Investment (CISI).