At Julius Baer, we empower you to have a positive impact, both today and in the future. The key to doing this successfully is having a deep understanding of your unique needs, for example, what you want to achieve with your wealth and how you want to accumulate, preserve, and transfer it to the next generation. Our sustainability strategy underscores the importance of our role in serving as a trusted partner on your sustainability journey. And as you pursue this path, our goal is to provide the transparent and reliable insights you require to make informed choices.
Each investment journey is personal, and we help our clients invest in what matters to them. To support you in defining your journey, we provide:
- Guidance on clearly articulating your values, ambitions, and profile.
- Transparency on your portfolio’s sustainability profile and an investment ‘health check’.
- Support in co-creating a strategy that will meet your objectives.
Once you have defined these elements and are ready to set out, we accompany you every step of the way with the help of a comprehensive ecosystem consisting of:
- Methodology & Client reporting
- Products and solutions
- Research & Thought leadership
- Client community & ESG knowledge
Methodology & Client reporting: Enabling informed decision-making through robust information
Reliability and transparency are at the heart of responsible wealth management at Julius Baer. We therefore provide transparent reports on sustainability performance to clients. To assess and categorize different investments in terms of their sustainability performance, we apply our robust ESG methodology.
Products and solutions: From different ESG-related investments to philanthropic ventures, we offer a range of options that suit your personal profile and level of ambition. Our approach to responsible wealth management encompasses responsible investing, sustainable investing, impact investing, and philanthropy services.
Research & Thought leadership: Providing the bigger picture
We use our expertise to select and share pertinent information about current and future sustainability, impact, and philanthropy trends.
Client community & ESG knowledge: Just as our expertise becomes yours, our networks become your networks
A person’s biggest impact may not come as a result of what they do, but of who they connect with. We therefore actively create networking opportunities so that you can engage with like-minded individuals, families, investors, and experts. It is in this spirit that we launched the Sustainability Circle.