If you are an active investor and follow events on the worldwide markets with great interest, you may appreciate Julius Baer’s Investment Advisory Mandate. This offering enables you to attain additional knowledge from Julius Baer’s investment market specialists, tailored specifically to your needs.
Key features of the Advisory Mandates
- You’ll receive solutions tailored to your investment needs and goals, with instruments from Julius Baer’s open product and service platform¹
- You’ll be continually updated on new developments, opportunities and risks and have access to the very best investment ideas, identified every week by a global network of more than 80 investment advisory experts
- Your portfolio risks are evaluated at the beginning of the advisory service, with a follow-up on a regular basis. Based on this active monitoring, you’ll receive suggestions for optimising it on an ongoing basis. Should we identify immediate risks within your portfolio, you’ll receive ad-hoc information
- You’ll make the final investment decisions yourself
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 issuers 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.
The difference between a Direct and an Indirect Investment Advisory Mandate
With the Direct Investment Advisory Mandate, your dedicated Investment Advisor provides you with exclusive service with personalised investment advice in a portfolio context. Together, you’ll decide when, where, how often, and on which occasions you would like to be contacted and involved.
If you’d prefer to be consulted by one contact person and issue all your instructions to the same trusted partner, the indirect Investment Advisory Mandate enables your relationship manager to take over all communication tasks and inform you according to your demands and needs. He or she will maintain constant contact with the investment advisor and will implement your instructions precisely in your portfolio.