Small details of true partnerships

What’s the difference between a good business relationship and a true partnership? In my view, it lies in many small details. At Julius Baer, we have much in common with intermediaries. We speak the same language and are located close to you in the major financial centres. We experience similar pressures in the wealth management industry. And some of you have worked for a comparable institution before becoming entrepreneurs in your own right.

In fast-changing times for all in finance, we want to use Julius Baer’s capabilities to support intermediaries. We aim to do so through value-added solutions, personalised service and highly efficient operational support.

For intermediaries and Julius Baer alike, this is no time to stand still. There are emerging market participants, new business models in wealth management, stricter regulations and digitisation. At the same time, the low interest rate environment that has followed the 2008 financial crisis has ushered in an era of more intense competition.

Within our Intermediaries & Global Custody unit, we are fine tuning Julius Baer services in order to make them more competitive and more relevant to our intermediary clients. We are thinking about how we can make all Julius Baer competences, services and offerings available in a way that means you can meet your clients’ changing needs.

This issue of Intermediaries Business Navigator publication showcases four of our services, designed to help intermediaries in every small detail…

1. Leveraging Julius Baer’s investment resources

Our “Outsourced chief investment officer” service is designed to give external asset managers (EAMs) and their clients direct access to Julius Baer’s entire investment resources. EAMs improve their asset management capabilities while retaining control of the client relationship.

2. Engineering a new generation of AMCs

While actively managed certificates (AMCs) are not newcomers to the structured product market, their flexibility and cost efficiency has driven fast growth in recent years. Our new generation of AMCs allows intermediaries even more flexibility when adapting their investment strategies to their clients’ needs.

3. Opening up private markets

The post-financial crisis years have been challenging. While central bank support and low interest rates have inflated financial markets, investors are uncomfortable with public market volatility. As valuations have risen, so they have looked for alternatives. Private markets – whether private equity, real estate, credit or infrastructure – are in demand, yet hard to access.  Our private markets platform gives your clients access to the most sought-after private markets products worldwide.

4. Structuring lending against single stocks

On occasion, your clients might wish to borrow against a single stock. For example, entrepreneurs or senior public company executives might have substantial holdings in companies that they have founded or helped to manage. Borrowing against a single stock can be hard, but our “put-protected” loans may be far more practical.

You can read more about these four services in our current Business Navigator online publication, to discover how their many small details add up to true partnership.

I look forward to collaborating with you.

Yours,
Philipp Rickenbacher

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