Julius Baer's Special Mandates and Theme Mandates

With a Special Mandate or a Theme Mandate you delegate your investment decisions to Julius Baer. We put together a managed portfolio to invest your assets based on Julius Baer's current investment strategies in accordance with your individual requirements or with a focus on a specific investment theme. Here, a systematic investment process with continual risk control is the foundation for our experienced wealth management.

The Special Mandate: You define the investments

A Special Mandate observes investment restrictions or expands your investment horizons according to your wishes. These can relate to asset classes, geographical criteria, certain sectors or the properties of particular investment instruments. Together with Julius Baer you establish your requirements, then we formulate a tailor-made investment strategy that reflects, among other things, the desired weighting of individual assets and also takes into consideration additional personal preferences.

The Theme Mandate: Targeted investments

With a Theme Mandate you focus on a particular investment theme or a specific investment style. This type of managed portfolio is especially suited for discerning private investors who wish to expand their holdings with particular goals in mind. Thus, for example, we offer global equity mandates that are managed in particular with an emphasis on value or are specifically created to profit from the growth opportunities in emerging markets.

Is a Special Mandate or a Theme Mandate of interest to you?

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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