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Chris Colclough Canaccord Genuity


FOCUS Portfolio management


Chris Colclough’s key responsibility as Canaccord’s head of wealth management is to provide the company’s portfolio management and stockbroking teams in Guernsey with careful guidance. He ensures quality control and the efficiency of strategies applied when investing for the company’s diverse clientele.


Colclough and his investment


management team specialise in discovering opportunities for their clients. They also invest in third-party funds, which give them access to ‘a wide range of investment styles and strategies’. ‘When you entrust our team with your personal wealth, you can depend on our in-depth knowledge and experience,’ the company says.


Adam Cox Rocq Capital


FOCUS Fixed income and multi-asset portfolios


Adam Cox had been an investment manager at Edmond de Rothschild since 2014 before Rocq Capital’s management buyout of the Swiss wealth management firm’s Channel Islands businesses in 2016. At Rocq, Cox is dedicated


to delivering a service to clients combining the firm’s reputation of ‘agility, passion and innovation’ with the private banking culture he’s steeped in. He spent over seven years as a portfolio analyst at FRM, as well as a due diligence specialist at Sigma Asset Management. ‘Our culture is based on the promise of an innovative approach, good performance and a high level of service, offering asset management and securities broking services,’ the company says.


Henry Freeman Liberum Wealth


FOCUS Portfolio management


Henry Freeman was initially a founding member of Liberum Capital’s alternatives team in London between 2009 and 2012 before he headed up Investec’s closed-end fund business in 2012. He set up a fintech platform for social enterprises called Crowdshed in 2013 before moving to Guernsey to rejoin Liberum, but this time within its wealth arm, in 2016. Freeman says that Liberum’s


Guernsey business passed the $1 billion AuM mark with organic growth during the 2020 pandemic. He takes pride in the firm’s approach, saying that ‘our expertise and experience enables us to offer a flexible approach to working with clients and deliver high levels of personal service and value for money — with institutional pricing’.


Scott Gillen Barclays


FOCUS Portfolio management


Scott Gillen is a relationship manager at Barclays Wealth Management’s St Peter Port offices, who moved from the bank’s Canary Wharf office in 2017. He says he is a highly motivated individual who is ‘currently excelling within the financial services industry’, specialising in advising fiduciary corporate service providers and trust companies.


Gillen is responsible for understanding the complex and diverse requirements of the bank’s HNW corporate clients and enjoys ‘maintaining a valuable long-term relationship’. Other areas he also covers are lending activities, offshore banking facilitation and ‘a full breadth’ of investment and depositary services.


Jean-Luc Le Tocq Julius Baer


FOCUS Non-UK situs assets


Andy Phillips Julius Baer


FOCUS HNWS, UK-res non-doms & intermediaries


As the head of private banking for the Guernsey branch of Julius Baer, Jean-Luc Le Tocq has a clear view of his mission. ‘Our aim is to preserve and enhance our clients’ wealth over the long term,’ he says. He believes an exceptional banker has a ‘real understanding’ of each client’s individual needs, as well as the wisdom to appreciate how those needs – and the client’s broader circumstances – may well change over time. ‘You also need to be experts in the field in which you operate,’ he adds, pointing to his team’s particular expertise in advising clients with non-UK situs assets. Le Tocq reiterates that a successful


private bank is really best measured by how much stress it can remove from its clients.


We have a deep understanding of clients’ needs


in respect to wealth accumulation,


wealth preservation and wealth transfer to next generations


Andy Phillips Julius Baer


Andy Phillips joined Julius Baer in 2016 after having senior roles at the Guernsey offices of both Credit Suisse and Kleinwort Benson (now Kleinwort Hambros). Prior to this, the adviser, who has more than 35 years’ experience in financial services, was working for Barclays in the UK as a corporate manager. Today, Phillips is dedicated to advising a diverse clientele made up of local HNWs, UK-res non-doms and intermediaries. The adviser is loyal to Julius Baer’s philosophy, which places its clients at the centre of its activities. ‘We have a deep understanding of clients’ needs in respect to wealth accumulation, wealth preservation and wealth transfer to next generations,’ the company says.


Sophie Yabsley Ravenscroſt


FOCUS Key clients


Sophie Yabsley heads Ravenscroft’s client services arm at its Guernsey office, while also maintaining key client relationships as a portfolio manager.


A member of the company’s


investment committee and a company director, Yabsley is ‘a long-standing member’ who is part of a team of investment managers which moved from Brewin Dolphin’s Guernsey branch in 2008. ‘I’ve been here since,’ she says. Yabsley is proud of the fact that


many of her clients are local HNWs due to the ‘accessible’ nature of Ravenscroft’s offering to the island. ‘We really do want to cater for all


types of people and help those that might just be starting out on their investment journey,’ she says.


WEALTH MANAGERS GUERNSEY


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