Alexandra is Head of Guernsey and joined the Guernsey Branch in December 2022. The Guernsey Branch provides a range of private banking services and provides key support functions for the broader group. Alexandra has almost 20 years of experience working in financial services in London, New York, Bermuda and Guernsey, specialising in banking. Alexandra has spent most of her career in professional services supporting clients in relation to risk management, regulation, governance, strategic transformation and operational change. Most recently, Alexandra held the position of Group Chief Operations and Risk Officer for an international private wealth and corporate services provider. Alexandra is a Fellow of the Institute of Chartered Accountants in England and Wales.

Nigel has over 40 years of banking experience, working in a private banking environment for over 35 years formerly with ANZ Bank and Bank of Bermuda.  Nigel has mainly worked in the Treasury and Markets area and whilst with Bank of Bermuda he was the European Treasurer and Head of Client FX globally.  Extended secondments included working in Geneva for ANZ and setting up the European Treasury for Bank of Bermuda in Dublin. In 1997 Nigel attained the Treasury Professional Development Program Diploma from the University of Melbourne, he holds the ACI Dealing Diploma and is a member of the Chartered Institute for Securities & Investment.

Jonathan has over 25 years of financial experience having started as a Graduate Trainee with a local competitor bank. He has worked in various locations including Sydney, Australia and undertook regular secondment to Dublin, Luxembourg and the Isle of Man. Jonathan has specialised in currency and financial markets and has developed systems and processes to deliver strategies to both the client and bank side. He holds the IoD Diploma in Company Direction, ACI Dealing Diploma, Investment Advice Certificate, is a Chartered Member of the Chartered Institute for Securities & Investment and is fully RDR level 4 compliant. 

Jean-Luc Le Tocq is Head of Private Banking at Julius Baer in Guernsey. 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.

Craig Allen is Head of Investment Management at Julius Baer in Guernsey and a member of the Branch Management Board. Prior to joining Julius Baer in early 2016, Craig spent eight years at Credit Suisse where he served on four different boards across the UK and Guernsey. For five of these years, Craig headed up the Investment Management business in the UK, Channel Islands and Gibraltar. Craig holds a First Class BSc (Hons) degree in Mathematics and French from the University of Exeter and is a Chartered Wealth Manager. Craig has been featured in the Citywire Top 100 for Wealth Management in every year from 2017 to 2023. He is an Authorised Financial Advisor of the Bank in Guernsey.

Shaun is Head of Intermediaries UK at Julius Baer, responsible for relationship management teams in both Switzerland and Guernsey. He joined the Bank in 2007 and worked in Private Banking until 2010 when he formed the Guernsey Intermediaries Team and has seen its successful growth during this time. He has worked in the Guernsey finance industry for over 28 years. Shaun has experience in credit, mortgages, treasury and private banking.

James has over 25 years of experience in financial services. He started his career as a graduate trainee at Royal Bank of Canada (Channel Islands) Limited, in Guernsey. Since then, he has worked predominantly in the wealth management sector in London and Edinburgh. He returned to Guernsey in 2012 as Head of Compliance for Canaccord Genuity Wealth (International) Limited and joined the Guernsey Branch in June 2023 and holds the position of Chief Risk Officer. James is a Fellow of the Chartered Institute for Securities & Investment.

Neil is Head of Credit at Julius Baer in Guernsey. He joined the Bank in 2018 having previously held senior lending roles at Barclays, Kleinwort Benson and Close Brothers. Neil has spent the majority of his career Offshore, having been based in the Isle of Man for 17 years prior to relocating to Guernsey in 2007. Neil attended Bingley Grammar School and is a Chartered Member of the Securities Institute.