Andy Phillips is an experienced finance professional currently serving as an Executive Director at Julius Baer since August 2016, focusing on wealth management and credit solutions for high net worth clients in Guernsey and the UK. Previously, Andy held the position of Senior Relationship Manager at Credit Suisse from November 2007 to July 2016, managing a portfolio of Guernsey-based and UK non-domiciled private clients. Earlier roles include Relationship Manager at Kleinwort Benson and Small Business Manager at Barclays Bank. Andy possesses multiple qualifications from The Chartered Institute for Securities & Investment, including a Chartered Wealth Manager designation, a Chartered Fellow status, and a Securities Institute Diploma, complemented by an Associate qualification from the Institute of Bankers.
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