Glenn Branney
Regional Head of Wealth Planning @Julius Baer
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WORK HISTORY
Regional Head of Wealth Planning @Julius Baer
GB
EDUCATION
St. Malachy's College, Belfast
Grammar School
Ulster University
Business Studies, Business, Management, Marketing, and Related Support Services
ABOUT GLENN BRANNEY
I joined Julius Baer from Barclays Wealth and Investment Management, where I most recently held the title of Wealth Planning Director. As an accomplished Chartered Financial Planner with over 20 years advisory experience, I have been successful in both managing teams of Wealth Planners across the UK and as a practising Wealth Planning professional. As a dedicated Wealth Advisory practitioner with exceptional credentials in the Affluent and High Net Worth space, my professional excellence and knowledge has innovated in holistic, advice-led solutions to clients across the UK. A strong focus and dedication to learning and development has enabled me to rise to the pinnacle of my profession, evidenced through my achievement of Chartered Financial Planner and a Fellow of the Personal Finance Society. I am also a member of the Society of Trust and Estate Practitioners (STEP).
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