Two employees from the Guernsey branch were featured in Citywire’s Top 100 list of the UK’s leading fund selectors.
Craig Allen (pictured), Head of Investment Management, and Derek Beatty, Senior Portfolio Manager, were both singled out for inclusion in the list, marking them as individuals ’who leave an indelible mark on the investment world, reshaping client portfolios, and influencing the UK fund selection industry as a whole.’
Citywire, a financial media company offering news and analysis for financial professionals, compiles an annual list of the UK’s leading fund selectors, which is now in its 12th year.
Craig Allen, who has been listed on Citywire’s Top 100 wealth managers every year since 2017, is focusing this year on addressing challenges faced by smaller managers in the current financial landscape. He said: “We somehow need to go back 20 years and foster entrepreneurialism within our industry.”
Derek Beatty, known for his expertise in managing multi-asset class portfolios, has also featured in Citywire’s Top 100 before. He emphasises the effectiveness of a hybrid working model, believing it empowers employees to adjust their day and work when they need to.
Alexandra McInnes, Head of Julius Baer Guernsey, congratulated her colleagues on their recognition, noting: “The inclusion of Craig and Derek in Citywire’s Top 100 Wealth Managers 2023 is a testament to our team’s exceptional expertise and dedication. Their recognition underscores our commitment to core values, passion for work, and outstanding client service.”
