Hooks will lead a three strong UK wealth and tax planning team for London and Zurich, writes Holly Parmenter.
He joins today having previously worked for Lloyds Private Banking London, where he was head of UK Wealth Structuring Solutions
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Before joining Lloyds, Hooks spent six years at HSBC Private Bank, where he was a director. Having previously focused on wealth preservation, succession planning and tax-led structures, Hooks has more than fifteen years experience in wealth management.
Based in London, Hooks will be reporting to Jeremy Brown, head of investment solutions group UK. For clients of the London office, Hooks will focus on further developing the banks wealth and tax planning platform.
Jeremy Brown said: "Wealth planning is a core part of Julius Baer’s offering. Alan’s extensive experience makes him the ideal person to lead and develop this business in the UK, delivering comprehensive wealth planning strategies to best meet the needs of each client."
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