Your foray into sustainable investing

How we invest today is how we live tomorrow

Prepare for life’s most important moments with our tailored 360-degree approach to wealth management.

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Helping you grow and preserve your wealth with smart planning.

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We offer a range of investment services and products to meet all of your investment needs.

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Global Wealth and Lifestyle Report 2026

How to plan your succession and wealth transfer

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For over 130 years, we have been focusing on one thing: helping people achieve their financial goals. As a global wealth manager, we understand your needs, and take the long view when it comes to your assets. Whether you’re starting a company, planning for your retirement, or want to ensure your loved ones will be taken care of in the future; our experts will help find the solution that is right for you.

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Insights

The psychology of timing your business exit

When is the right time to sell a family business? Attractive valuations may present the opportunity, but deciding to let go can be unexpectedly difficult. Behind every potential exit lie personal questions about identity and what comes next. Understanding the psychology behind these decisions could help families recognise when the moment is right.

2026 US midterm elections: What investors could expect from the markets

Where do art and collectibles fit in my wealth strategy?

20 years of Julius Baer in Asia: Building a legacy through art

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