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Dear partners

As the first six months of 2021 are already over, I would like to thank you for your continued trust in these unprecedented times. Paradoxically, we can see that intermediaries are prospering despite the uncertainty: wealthy individuals are turning to their trusted advisors more than ever before, just as financial markets sustain their positive performance.

For our part, we are striving to continually deliver higher service levels. Operationally, we are automating more of our platforms and processes globally, to improve reliability and resilience. The past 18 months have tested us, with 70% of all employees working from home; yet our services have proved entirely steadfast.

Our technology transformation is proceeding at speed and will have concrete benefits for intermediaries. This progress is being recognised in the marketplace, with Professional Wealth Management magazine naming Julius Baer the “Best digital innovator of the year” in June 2021. Additionally, we have been awarded Best External Asset Management Platform and Offering for South-East Asia and Greater China by WealthBriefingAsia. These accolades bear testimony to our efforts and investments in our Intermediaries franchise and its digitalisation in recent years and fosters our aim to constantly develop our hybrid interaction model with clients.

In this issue of Business Navigator, we explore some of the topics currently presenting intermediaries with opportunities as well as challenges. They include impact investing and direct investing, succession planning, FINMA licensing and the risks of cybercrime.

As summer gets under way, we all look forward to an opening up of society, in Europe at least, after many months of restrictions.  Come the autumn, we anticipate a staggered return to the office and a ‘new normal’. At that point, we plan to unveil a refined offering to our intermediary partners that we have been working on in recent months. It builds on strong partnerships and true connections with experts from all over the globe. Together, we can face the challenges of tomorrow, create value beyond wealth and enable mutual success.

In the meantime, I wish you all a happy summer.

Yours

Nic Dreckmann, COO & Head Intermediaries

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