Broad offering suited to your individual needs
A comprehensive wealth management offering
The care of private client assets has been Julius Baer's core business for more than 200 years. We know no other priority than the joint planning and implementation of your financial goals. With commitment, responsibility and the typical Swiss reliability, our employees are making sure every day and all over the world that your requirements are being met.
Products and services which suit your needs
As a pure asset manager, Julius Baer offers comprehensive and tailor-made products for your asset planning. The experience and sound analysis of our investment specialists provide you with a high level of security. Our attention is always also aimed at the most promising opportunities on the global markets. Julius Baer has no standardised advice. Your plans and objectives define our offer.
Are you interested in:
Classic Advisory Mandates
You make all the investment decisions. Your Julius Baer relationship manager provides you with regular investment ideas in all asset classes.
Investment Advisory Mandate
You make all the investment decisions and have access to our Julius Baer team of investment experts.
You delegate all investment decisions to Julius Baer. We offer you an abundance of mandate solutions: Classic, special topic, and theme mandates.
As a private client of Julius Baer, you have access to our in-house international research and our numerous industry specialists. We are always available, also for customised financial solutions.
Welcome to Julius Baer's world of private banking. We look forward to serving you.