Julius Baer offers Wealth Planning professionals excellent wealth management services, expertise in the field of wealth planning, guidance as well as established processes to help with the opening and maintenance of accounts related to wealth planning.

An overview of our services and solutions:

  • Efficient processes and guidance related to the maintenance and the set-up of accounts linked to wealth planning structures
  • Account management and custodian services
  • Investment ideas
  • Delegated portfolio management and ideas
  • Research
  • Order executions
  • Credit and loans
  • Access to the trading floor
  • Life cycle ideas
  • Wealth engineering including Escrow Services

Further information

Are you interested in learning more about our services for Wealth Planning Professionals? Your dedicated relationship manager would be delighted to provide you with additional information.