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Julius Baer's Classic Mandates
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With a classic managed portfolio you delegate your investment decisions to Julius Baer. We invest your assets based on Julius Baer's current investment strategies in accordance with your individual requirements and risk profile. Our focus is on an active management approach and broad portfolio diversification. Here, a systematic investment process with continual risk control is the foundation for our experienced wealth management .
Classic Mandates: Select your investment profile
With a Classic Mandate from Julius Baer, you can select from among the following four investment profiles: fixed income, income, balanced or growth. These profiles are offered in four reference currencies: CHF, EUR, USD and GBP. Depending on the choice of the investment instruments used, we offer two types of managed portfolios:
Fund Mandates and Premium Mandates
You have the choice: with a Fund Mandate we invest your assets in a managed portfolio of funds and similar products; with a Premium Mandate we invest your assets in a broad range of investment products such as individual bonds and equities as well as in funds and similar products.
Is a Classic Mandate of interest to you?
A Classic Mandate is available for assets with a value starting at 250,000 Swiss francs. Your relationship manager at Julius Baer will be delighted to provide detailed information and give you personal support in your investment planning .
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