Comprehensive solutions for private clients

Personalised counselling of private clients in all aspects of asset management has always been Julius Baer's most important field of business. Our vast experience and well-trained staff provide us with a decisive advantage in private banking that benefits our clients all over the world.

In addition to ongoing investment counselling, we offer our private clients a comprehensive range of financial services

Wealth & tax planning Our estate, tax and trust specialists fashion tailor-made solutions for transferring wealth from one generation to another as well as for tax optimisation.	Wealth engineering Our Wealth Engineering team comprises specialists from various disciplines and offers personalised investment strategies and financing concepts which are based on an overall view of a client's specific preferences.
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Corporate finance Corporate finance specialists assist entrepreneurs and executives with integrated, independent advice at every stage in their company's development.	Investment funds Julius Baer holds a solid position in the international investment funds business. Clients benefit from over 70 in-house investment funds, domiciled in Luxembourg, Switzerland, the Cayman Islands and the USA.
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Securities and foreign exchange trading Julius Baer's foreign exchange division is one of the world's leading currency and cross-currency dealers and gives clients unequalled access to market liquidity.	Online services As a private client of Julius Baer, you get access to the exclusive online service eBaer. This online service offers you free, secure internet access to data on your private and securities accounts.
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