Investment Advisory Mandate
Integrated advisory services tailored to your requirements
Relationships are the cornerstone of our lives. Daily, we turn to experts we trust to obtain guidance and answers. Why should you refrain from this approach when it comes to the crucial topic of investment decisions?
Our experienced specialists constantly analyse and monitor the markets to offer you structured advice encompassing the fields of investment strategy, investment ideas as well as portfolio monitoring and reporting. Profit from their expertise via three distinct service offerings:
Advice Advanced – Dedicated investment advisor & tailor-made investment strategy
- You interact with your relationship manager and/or dedicated investment advisor who acts as an additional committed expert to discuss your unique investment case.
- We create an entirely tailor-made investment strategy for you, based on which bespoke investment ideas are communicated.
- The results of our daily, personalised portfolio monitoring reach you in a fast manner so that you can instantly discuss implications with your relationship manager and/or investment advisor.
Advice Premium – Personal advice & systematic portfolio monitoring
- Your relationship manager is a partner who provides you with strategic and tactical investment opportunities and offers you advice based on one of the five Julius Baer investment strategies (Fixed Income, Income, Balanced, Growth or Capital Gain).
- Great emphasis is placed on daily portfolio monitoring which constitutes the basis for carefully selected investment recommendations and allows you to react rapidly to market events.
Advice Basic – Advice for independent investors
- The Advice Basic service offering is ideal for experienced investors who require a low level of interaction with a relationship manager but will occasionally request advice on single financial instruments.
- You gain access to our manifold investment and research publications which you can utilise to create your own investment strategy.
- Your decisions will be implemented by your relationship manager.