Julius Baer Guernsey has won awards in two key categories, ‘Pure Play Private Bank’ and ‘Private Bank Wealth Planning Team,’ at The WealthBriefing Channel Islands Awards 2023.
The WealthBriefing Channel Islands Awards, held annually, acknowledge the most innovative and exceptional firms, teams, and individuals in the wealth management industry. These awards are crafted to highlight outstanding organisations categorised by their specialisation and geography. Winners undergo a meticulous selection process led by a distinguished panel of independent judges, showcasing remarkable performance, innovation, and excellence throughout the previous year.
This is the second year running that Julius Baer has won these awards.
Jean-Luc Le Tocq, Head of Private Banking at Julius Baer Guernsey, said: “We are honoured to receive two prestigious awards at the WealthBriefing Channel Islands Awards. This recognition underscores our team’s dedication to delivering exceptional wealth management services tailored to our clients’ unique needs, and motivates us to continue exceeding expectations.”
Stephen Harris, ClearView Financial Media’s CEO and publisher of WealthBriefing, said: “Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year.
“We have seen a marked increase in entrants and interest in all our global awards programmes and WealthBriefing Channel Islands Awards is no exception. These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognised internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of WealthBriefing winners.”
Pictured: Daniel de Kock and Tim Bichard
