Alan Colquhoun

Executive Director @Julius Baer

Glasgow, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2026 — Present

Executive Director @Julius Baer

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EDUCATION

N/A

The Chartered Institute for Securities & Investment (The CISI)

Private Clients Investment Advice and Management

1996 — 2000

University of Glasgow

Master of Arts (MA), Business Administration and Management, General

N/A

Institute of Financial Services

Certificate in Mortgage Advice and Practice

N/A

Institute of Financial Services

Bsc in Financial Services

N/A

The Chartered Institute for Securities & Investment (The CISI)

Certificate in Securities and Financial Derivatives

SKILLS

Investment ManagementInvestment BankingWealth Management ServicesPrivate BankingMortgage LendingRelationship ManagementRetail BankingPortfolio ManagementPensionsFinancial ServicesBankingRisk ManagementHigh Net Worth IndividualsWealth ManagementAsset ManagementResidential MortgagesCash Management

ABOUT ALAN COLQUHOUN

I am a Relationship Manager with Julius Baer and advise individuals, families and entrepreneurs with investable assets of £3m and above.In addition to 18 years in Private Banking and Wealth Management, I have additional experience in retail, commercial and institutional banking relationship management from a career dating back to 2001.

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Alan Colquhoun — Executive Director at Julius Baer in Glasgow, GB | Unifers