Julius Baer Guernsey is strengthening its UK Intermediaries team with the addition of two highly experienced Relationship Managers, James Coquelin and Clare Stone.
Clare (shown in the main picture) has over 20 years of experience, having previously worked at the Royal Bank of Canada (Channel Islands) Limited since 2001, where she held progressively senior roles in Global Custody and Private Banking.
As an Associate member of the Chartered Institute for Securities and Investment, Clare’s focus on serving EAMs made Julius Baer a natural choice. Clare said: “I’m looking forward to forming trusted and long-term partnerships with clients, empowering them through the right coverage, technology, and solutions.”
James also brings over 20 years of experience in Guernsey’s financial services industry, with a career spanning private banking, credit, and various investment roles.
Shaun Kelling, Head of Intermediaries UK at Julius Baer Guernsey, said: “James and Clare’s extensive experience and commitment to excellence will undoubtedly strengthen our ability to serve our EAM clients, we’re lucky to have them onboard. Their appointments emphasise Julius Baer’s dedication to growth and key talent acquisition, ensuring we continue to exceed client expectations and drive strategic growth.”
