With a Discretionary Mandate Classic, you delegate your investment decisions to Julius Baer. Your assets are invested according to your individual needs and personal risk profile, using the bank's latest investment policy. The emphasis is on an active management approach and broad portfolio diversification. Our professional portfolio management services are underpinned by a systematic investment process with constant risk control.
With a Classic Mandate, you can select from the following five investment profiles: Fixed Income, Income, Balanced, Growth and Capital Gain. Each of these profiles is offered in four reference currencies: CHF, EUR, USD and GBP.
There are two different types of mandates, depending on the investment instruments used: Fund Mandates and Premium Mandates.
With a Fund Mandate, your assets are invested in funds and similar products from Julius Baer and other third-party providers. The minimum investment for a fund mandate is CHF 250,000 (or the equivalent in another currency).
With a Premium Mandate, your assets are invested in a broad range of investment products such as individual bonds and stocks, as well as in funds and similar products from Julius Baer and other third-party providers. The minimum investment for a premium mandate is CHF 1,000,000 (or the equivalent in another currency).
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Would you like more information, or can we assist you personally? Talk to your Julius Baer relationship manager. We look forward to hearing from you.