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Investing successfully with personalised solutions

At Julius Baer, we help you make the most of the investment opportunities available to you.

You may just be starting out as an investor, or perhaps you’ve been successfully playing the stock market for years. Whatever your current situation, Julius Baer is here to support you in reaching your investment goals. From helping you identify your risk tolerance and financial objectives, to our comprehensive discretionary and advisory mandates, we offer a full range of financial services and products that are tailored to your personal situation. At Julius Baer, we are passionate about serving as your partner for all your investment needs.

Would you like a deep-dive into investing at Julius Baer?

We’d be delighted to tell you more.

Our Mandates

Whether you prefer to actively manage your portfolio or delegate your investment decisions to your advisor, we offer solutions that are tailored to you:

Discretionary Mandates

Investment Advisory Mandates

Insights