Wealth management specialist continues expansion with central Newcastle office

Julius Baer International (JBI) has today announced the opening of its new office in Newcastle and three new hires as part of its regional expansion strategy to support the firm’s growth in the North East.

David Durlacher, CEO, Julius Baer International, commented: “While we have had a presence in the North East for over five years, the opening of our new office is a clear signal of our commitment to the region and the UK.

“It is a fast-growing and vibrant location for innovation and inward investment, which is one of the key reasons why we have seen an increase in the number of business owners, entrepreneurs and individuals seeking wealth management and investment expertise.

“Growing our footprint into Newcastle provides our clients with unrivalled local knowledge combined with global insight. Even in a challenging economic environment, we continue to be committed to serving and growing our presence across the UK.”

The office is located on Hood Street in the city centre. The new hires join JBI’s North East team of Simon Patterson and Chris Shearsmith. Aidan Dunstan, who joins as a Relationship Manager from UBS, has over 33 years of experience in wealth management working with business owners, entrepreneurs and families in the North East.

At UBS, he focused on ensuring his high-net-worth clients met their long-term financial goals and brought a significant amount of local expertise. He began at JBI on 25 September 2023.

Alison Lander brings over 33 years of experience working in the private banking sector in Newcastle where she specialises in providing holistic wealth management solutions to high-net-worth clients. She also joined as a Relationship Manager from UBS and began on 2 October 2023.

Stacey Kirby brings over 20 years of wealth management and private banking experience to the role. Based in Newcastle, she joined as an Assistant Relationship Manager on 2 October 2023 from UBS where she supported high-net-worth families in the North East.

David Durlacher added: “Aidan, Alison and Stacey all bring extensive local knowledge and experience of the private banking and wealth management market in the North East.

“The business has a clear mission to invest across the UK and hire the best talent to provide a market-leading service for our clients. We’re thrilled to have them join and represent the best of wealth management in the UK.”

By Matthew Neville – Senior Correspondent, Bdaily

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