You can count on Julius Baer’s fully-open product and service platform to provide you with the most suitable selection of products and services in addressing your financial needs and risk tolerance.

A distinctive approach to meeting your needs

Julius Baer takes a distinctive approach to product and service solutions. In order to match your preferences, your risk profile and your specific needs with the best solutions, Julius Baer specialists constantly screen the entire investment universe. This ranges from equities, bonds, commodities to currencies. Furthermore, we also analyse the funds and structured products universe in search for the best products available on the market.

It is only where suitable product offerings in the market from third-party issuers are not available that we complement the market offering with our own products, based on our in-house specialist know-how.

This results in an investment universe for you that offers an independent and unbiased choice of the most suitable, competitive, contemporary products and services in order to meet your individual requirements.

Beyond product and fund solutions

And our service does not stop here. Apart from an unbiased product universe, you also benefit from an unrestricted service platform when it comes to wealth planning solutions. For further information on these services, visit the dedicated Wealth Planning site.

> Wealth Planning

Additional information

Are you interested in learning more about Julius Baer’s Open Product and Service Platform? Your Julius Baer relationship manager would be happy to discuss the solutions available to you.