When you manage your portfolio yourself, you need both time and access to current financial market information. This is a demanding task as financial products are becoming increasingly complex and the highly volatile markets require you to monitor your investments on a regular basis. We actively support you in this challenging task while keeping an eye on the risks.

With our classic advisory mandates, you benefit from the expertise of our professional and independent investment specialists. You will receive regular information and investment recommendations, tailored to your requirements. The Julius Baer classic advisory mandate is based on the best-in-class approach, i.e. we only recommend the best products available on the market suited to your needs (open product architecture).