Jean-Luc Le Tocq

Head of Private Banking

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.

Contact

jeanluc.letocq@juliusbaer.com
+44(0)1481 702732


Christine Potter

Relationship Manager

Christine joined Julius Baer in 2016 after a 20-year career in Relationship Management at Credit Suisse. She has worked in the finance industry since 1987, starting in the City of London and moving to Guernsey in 1993. Her international background, broad experience, and investment expertise have enabled her to build successful long-term relationships with private clients and their advisors based in Guernsey, London, and other locations. Born in the Lebanon, Christine is fluent in French and Italian. She graduated from the University of London with a BSc (Hons) degree in Mathematics from King's College and a Master's degree in Management Science from Imperial College. Professionally, she is an Associate of the Chartered Institute of Bankers (now London Institute of Banking & Finance) and completed the Institute of Directors Certificate in Corporate Direction in 2014.  She is an Authorised Financial Advisor of the Bank in Guernsey.

Contact

mariechristine.potter@juliusbaer.com
+44(0)1481 746470


Stefano Bruschini

Relationship Manager

Stefano joined Julius Baer in 2016 having spent the previous 9 years in Relationship Management at Credit Suisse in Guernsey. Born in Italy, Stefano is fluent in English, Italian, and German. He holds a Master's degree in Economics from the University of Genoa and moved to Guernsey in 1992. He has more than 20 years of experience in the finance industry dealing with high net worth and ultra high net worth clients. Prior to joining Credit Suisse, Stefano was Head of the Private Banking team at another Swiss bank in Guernsey. Stefano is a Chartered Fellow of the Chartered Institute for Securities & Investment and a CISI Chartered Wealth Manager.  He is an Authorised Financial Advisor of the Bank in Guernsey.

Contact

stefano.bruschini@juliusbaer.com
+44(0)1481 702782


Tim Bichard

Relationship Manager

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.

Contact

timothy.bichard@juliusbaer.com
+44(0)1481 739498


Andy Phillips

Relationship Manager

Andy joined Julius Baer in 2016 with over 30 years of experience in the banking industry, the last 20 of which have been 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.

Contact

andrew.phillips@juliusbaer.com
+44(0)1481 702740


Robert Pickford

Relationship Manager

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

Contact

robert.pickford@juliusbaer.com
+44(0)1481 702756


Dave Cutter

Relationship Manager

Dave joined Julius Baer in 2006 and is responsible for managing ultra-high net worth and institutional banking relationships. He has over 35 years of experience in banking and is a member of Chartered Institute for Securities & Investment (CISI) and London Institute of Banking & Finance (LIBF).

Contact

dave.cutter@juliusbaer.com
+44(0)1481 702736


Tanya Trebert

Relationship Manager

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).

Contact

tanya.trebert@juliusbaer.com
+44(0)1481 702772