If you wish to play an active role in the investment process and invest in a portfolio context, a Julius Baer Portfolio Advisory Mandate is the ideal solution for you.
Customised portfolio advice
We provide you with comprehensive portfolio advice based on your investment profile. A dedicated advisory specialist supports your investment decision with customized ideas and proposals. Regular and systematic portfolio monitoring ensures fast and proactive reaction to changing market conditions and thorough risk management. Periodical and high-quality portfolio and analysis and reporting keep you informed about your portfolio and the latest developments in the financial markets.
Direct access to expertise and products
With a Portfolio Advisory Mandate you get direct access to the investment strategy of Julius Baer, the know-how of our investment specialists and to our selection of best-in-class products of Julius Baer and third-party providers.