This page is not available in your selected language. Your language preference will not be changed but the contents of this page will be shown in English.

如需选择其他地区站点,请浏览以下的瑞士宝盛业务据点选项。倘若未提供您所选地区,请前往我们的国际站点。

电子服务

请选择
附加电子服务

*您的当前位置是基于您的 IP 地址的近似值,不一定代表您的国籍或住所。

Language:

Julius Baer integrates WMPartners and broadens its multi-custody wealth management capabilities

share-mobile

分享

分享

Julius Baer Group Ltd. has announced today the strategic realignment of its fully owned independent wealth manager WMPartners Wealth Management Ltd. Its expertise in serving clients with assets booked with different custodian banks will be insourced into Bank Julius Baer and further expanded.

Zurich, 23 June 2017 – Julius Baer Group Ltd. (Julius Baer) has decided to integrate its fully owned subsidiary WMPartners Wealth Management Ltd. (WMPartners), located in Zurich. Existing client relationships will continue to be advised by the same relationship management team and will have unchanged custody located with Julius Baer or with third-party banks. The legal merger will be concluded by the end of 2017.

With this step, Julius Baer will insource WMPartners’ expertise in the area of multi-custody solutions into the Bank, thus meeting the growing client demand to manage national and international wealth across multiple custodians.

Yves Robert-Charrue, Head Europe and member of the Executive Board of Bank Julius Baer, said: “With the integration of WMPartners with its long-standing expertise in multi-custody wealth management we will be able to substantially broaden Julius Baer’s value proposition and better serve the increasingly complex needs of our clients. We see a clear growth potential for this business and will further invest in it.”