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Our investment expertise

Truly personal wealth management

Julius Baer’s activities are centered on the deep understanding of your needs in respect to wealth accumulation, wealth preservation and wealth transfer to next generations. Based on your unique situation, we deploy a holistic advisory approach to systematically derive the appropriate financial solutions encompassing wealth planning, wealth management and wealth financing.

The result is a service experience that holistically matches your individual preferences – taking into account your financial, business and personal goals. To achieve this, we draw from a wealth of dedicated resources provided by our specialised units.