Julius Baer Custodian Services offer a broad range of services including customised solutions for the settlement of stock exchange transactions worldwide as well as securities administration and safekeeping.
Our clients
Our clients largely comprise pension funds, but also banks, asset managers at large family offices, insurance companies and brokers in Switzerland and abroad. Our first-class administrative services and high-quality data processing and communications technology are coupled with an individual client-oriented approach.
A global custodian
Clients choosing Bank Julius Baer get a global custodian that will look after all their assets, independently of the management of their assets.
The centralisation of your assets gives you the following benefits:
- Reduction of administrative control procedures
- Lower administrative costs
- Standardised reporting across all assets
- Flexibility in the choice of external asset managers
- A personal client manager as the contact point for all matters
Service modules
Our range of services comprises the following modules:
Reporting
You will receive comprehensive, client-specific reports (reporting/securities accounting) either online or by mail. We tailor the composition and frequency to your own requirements. On request, we can also produce special reports and analyses for you in relation to compliance checks.
Tools
Fast order placement and 24/7 access to your portfolio are key components of the Julius Baer Custodian Service. To ensure the corresponding information is available, Julius Baer offers you various tools:
eBaer, for instance, giving you internet access to personal account and custody account data. Or Baer Link, the electronic service for fast, straightforward and efficient placing of orders. Or WUI (WebUser Interface), the online interface into "Triple A Advantage", a reporting and performance measurement system with integrated compliance checks.
Contact
Should you have any interest in our service, we would be pleased to hear from you.