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Your investment needs are specific to you and your situation. Take advantage of our expertise to explore what’s out there and find the solution that will support you in meeting your investment objectives.

What are your investment goals? And do they really match your overall risk profile? It doesn’t matter if you’re new to the stock markets or a seasoned expert; Julius Baer can help you determine where you stand with your investments and how to get to where you want to go. 

Our investment approach

As our client, you decide whether you wish to have an active part in defining your investment strategy or prefer to leave it in the hands of a trusted partner. Whichever option you choose, Julius Baer’s disciplined and active investment approach will target consistent investment performance while taking calculated risks. Our investment solutions cover a vast investment universe that we tailor to your specific needs and risk appetite.

Responsible investing

Julius Baer is committed to responsible investing and is a signatory to the UN-supported Principles for Responsible Investment. As part of our investment process, we therefore analyse financial and material ESG risks in order to help you secure financial returns while at the same time having a positive impact on society and the environment.

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