No matter where you currently stand in life, there is never a better time to start planning for your financial future than today. So let’s meet and get the ball rolling. We will take the time to really get to know you, and help you develop an effective wealth management strategy that matches your personal goals and values.
With 360 Plan, we offer you an innovative solution that combines leading technology and over a century of Julius Baer expertise to give you an exceptional advisory experience. We provide you with a personal roadmap that will support you in achieving what’s most important to you and help you make the most of everything life has to offer.
Why Julius Baer?
We support you in all facets of wealth management, share our extensive expertise with you, and give you access to our vast network of dedicated professionals.
Trusted and unbiased
As your trusted and unbiased adviser, we help you grow, protect, and pass on your wealth.
A strong partner
We are strong believers in the importance of long-term partnerships that span years and even generations.
Your local bank
With 12 locations in Switzerland, we’re never far away if you need us.
We're just around the corner
Insights
How one client ensured his succession wishes were met
- 19.08.2024
- Succession
- 3 min
How one client is securing an early retirement
- 19.08.2024
- Retirement
- 4 min