With the Julius Baer Custody Account you have at your disposal a dependable platform which can be used to implement your individual investment strategies and decisions with optimal effectiveness.
Platform for independent wealth management
Your personal relationship manager will deal with all the administrative aspects, from order settlement to reporting. Upon request, our experts will also be able to provide information about markets, products, services and other important financial data. This creates a broad foundation for effective decision-making. You perform the structuring and risk control of the investment assets entirely on your own responsibility.
In order to allow for an appropriate diversification of your assets, we recommend an asset volume in excess of CHF 500 000 (or equivalent in other currencies).