Open Product & Service Platform
Access a selection of best-in-class products and services
You can count on Julius Baer’s fully-open product and service platform to provide you with the best selection of products and services in addressing your financial needs.
A distinctive approach to meeting your needs
Julius Baer takes a distinctive approach to product and service solutions. In order to match your preferences, your risk profile and your specific needs with the best solutions, Julius Baer specialists constantly screen the investment universe. This ranges from equities, bonds, commodities to currencies. Furthermore, we also analyse the fund and structured products universe in search for a wide range of products available on the market.
It is only where appropriate product offerings in the market from third-party issuers are not available that we complement the market offering with our own products, based on our in-house specialist know-how.
This results in an investment universe for you that offers a wide choice of appropriate, competitive, contemporary products and services in order to meet your individual requirements.
Relationship managers in the UK are restricted to advise only to those products offered on Julius Baer’s product and service platform
Beyond product and fund solutions
And our service does not stop here. You also benefit from an unrestricted service platform when it comes to wealth planning solutions. For further information on these services, visit the dedicated Wealth Planning site.
Are you interested in learning more about Julius Baer’s Open Product and Service Platform? Your Julius Baer relationship manager would be happy to discuss the solutions available to you.