Wealth management at Julius Baer: It’s far more than the management of wealth

Julius Baer is the largest dedicated wealth manager in Switzerland. Our recipe for success is quite simple: We do well when our clients do well. Our core principles in dealing with the wealth of our private clients have not changed for generations: an awareness of the enormous responsibility we assume when you place your wealth in our hands, a passion for the successful investment of client assets, and the knowledge that only when our private clients are satisfied can we be assured that our Bank has a long-term future.

The investment strategy that suits you best

When you turn your assets over to Julius Baer for management, you also turn over investment decisions to us. So that we can manage your assets in your best interests, we first speak with you about your financial goals and objectives, your personal circumstances and your level of risk tolerance. Only when we are clear about these aspects can we work with you to devise an overall investment strategy.

The managed portfolio that suits you best

To implement your individual investment strategy in the best possible way, Julius Baer has at its disposal a broad range of managed portfolios. Whether using an Absolute Return Mandate, Classic Mandate, Special Mandate or Theme Mandate, your investment preferences guide our selection of investment vehicles and approaches.

The expertise to put your strategy into action

The specialists at Julius Baer take an active role in managing your portfolio and use their extensive expertise to do so. For this, they rely on a systematic investment process with continual risk control and are further supported by our worldwide in-house research.

Prefer to make your own investment decisions?

If you would prefer custom-tailored investment advice but at the same time want to make investment decisions yourself, then select the Julius Baer Portfolio Advisory Mandate. We will support you with analysis and sound research, monitor your portfolio and keep you continually informed of the latest developments in changing market conditions.