Structured products for private clients
Benefit from our comprehensive product offering and tailored solutions to complement your portfolio
Julius Baer offers you access to a global universe of ‘best in class’ Structured Products through its open products and services platform. Our counterparties include more than 20 global and regional investment banks.
They are carefully screened and selected based on quality with regard to credit rating, product and service offering – with particular emphasis on secondary market liquidity – as well as monitored on an ongoing basis.
With Julius Baer as an issuer, you’ll benefit from competitive pricing. In making your decisions, you will have the support of your Relationship Manager, our investment specialists and Julius Baer’s market experts in Zurich, Geneva, Lugano, London, Singapore and Hong Kong.
Products in subscription
Julius Baer offers you the opportunity to invest in newly issued products that are open for subscription. In addition to covering tactical, market-driven investment opportunities, Structured Products also provide strategic access to Julius Baer’s latest investment themes. In line with our open architecture, your Relationship Manager will be able to compare different options to access our investment themes, including Structured Products, funds and direct investments.
Flexible structuring in real time
Julius Baer is one of the leading banks in electronic Structured Products trading. Through its technology-supported advisory process, your Relationship Manager can in real time calculate and trade Julius Baer Structured Products, having equities as well as FX as underlyings. You will appreciate the flexibility, individualisation and accommodation that the tool provides, even for very small investment sizes. The offer includes regional product ranges for Switzerland, the EU, Asia and the rest of the world. The technology- based process is also offered to selective institutional clients in the Swiss market.
Competence in over-the-counter (OTC) options
Julius Baer offers you access to OTC options and option-based strategies based on a broad array of underlyings, including FX, equities and interest rates. For Direct Access Clients, support is given in implementing strategies, especially with regard to FX.
Tailored financial engineering
When developing tailored structured solutions, Julius Baer focuses on liquidity management, investment solutions, acquisitions and divestments. The expert team on the trading floor provides comprehensive expertise covering all aspects in developing these solutions, from advice, structuring and issuing to after sales service.
The team has particular strength in fund-based solutions (mutual funds and hedge fund strategies) for both private and institutional clients and is supported by a dedicated team of experts and a network of credit, risk and legal specialists.
Increasing skill and transparency
Julius Baer continuously invests in skill building and increasing transparency regarding Structured Products. As a member of the Swiss Structured Products Association, it also contributes to the overall development of the Swiss Structured Products market.
Are you interested in learning more about Structured Products at Julius Baer? Your Relationship Manager would be delighted to provide you with additional information.
Structured Products involve derivatives. Do not invest in them unless you fully understand and are willing to assume the risks associated with them. If you are in any doubt about the risks involved in the product, you may clarify with the intermediary or seek independent professional advice.
Qualifying criteria and restrictions may apply for certain products and services and may not be offered in certain locations. Please approach a Julius Baer relationship manager for further information.
Structured products are complex financial instruments, may therefore involve a high degree of risks and are intended for use only by qualified investors who are capable of understanding and assuming the risks involved. Please refer to the risks disclosures prior to entering into such transactions.