Pursuing excellence in managing your wealth
Offering you individualised solutions and more freedom
With extensive professional expertise, over a century of experience, a well-established global network, and a steadfast commitment to serving client needs, the specialists at Julius Baer are highly-adept in taking good care of your wealth.
By entrusting Julius Baer with your wealth via the Discretionary Mandate Offering, you can relieve yourself from the day-to-day burden of managing your assets, so that you’ll have time for other meaningful pursuits.
Our Discretionary Mandates: the choice is yours
The Discretionary Mandate Offering is all about you: Your individual needs, financial objectives and tolerance for risk set the guidelines in designing your discretionary mandate portfolio. In partnership with your relationship manager, your specific needs will be heard so that an investment strategy that meets your bespoke requirements can be defined.
Modern investment approach
Julius Baer offers a range of discretionary mandates, covering various characteristics, strategies, assets and reference currencies. In keeping with today's investment horizon, Julius Baer adopts a forward-looking investment style that is actively managed by keeping an ear to the ground, dissecting the facts and by decisively taking calculated risks to generate enhanced returns over the longer term.You can relax in knowing that all solutions offered are through an open product platform¹, so that you’ll receive the best possible solution from a spectrum of leading internal and external financial instruments.
¹An ‘open product and service platform’ means that Julius Baer does not only offer in-house products but also products from third-party providers. It is only where product offerings in the market from third-party issues are not available that Julius Baer complements the market offering with Julius Baer’s products, based on Julius Baer’s in-house specialist know-how. Relationship managers in the UK are restricted to advise only to those products offered on the Julius Baer’s product and service platform.
Keeping you informed
Our clear and transparent reporting framework keeps you regularly informed on the status and performance of your portfolio. We regularly review your strategy with you to ensure that it is still appropriate to your situation, your expectations and your objectives. And when these change, we adapt the strategy accordingly.
Are you interested in learning more about Julius Baer’s Discretionary Mandates Offering? Your Julius Baer relationship manager would be happy to discuss the options available to you.