Investment advice from Julius Baer: Proactive for active private clients

Julius Baer offers these services for those who want proactive and comprehensive investment advice but prefer to make their own investment decisions.

Direct Mandate Julius Baer recommends this type of mandate when you are actively involved in your investment decisions. You constantly have direct access to our team of professional investment advisors.

Indirect Mandate Julius Baer recommends this type of mandate when you have sound knowledge of the markets and would like to receive custom-tailored investment suggestions via your relationship manager.

We support you in making investment decisions in a variety of ways

• You receive a custom-tailored investment strategy, portfolio consolidation and quantitative services
• You select from among three risk profiles: defensive, moderate or dynamic
• You receive privileged access to Julius Baer's investment solutions
• You have a wide selection of first-class financial products
• We offer you two models for fees and charges (all-inclusive or transaction-based)
• We continually monitor your portfolio

The path to a successful investment strategy

Do you have any questions about direct or indirect investment advice?

Your Julius Baer client advisor will be happy to provide detailed information and give you personal support pertaining to any aspect of investing.

• Please contact us