Wealth management remains a highly attractive business with excellent growth potential, especially in Asia. But financial markets are gripped with uncertainty from trade wars, Brexit and ultra-low rates. In this environment, the trust that clients place in Julius Baer and in their intermediaries is more important than ever. Many things in our industry are changing, but some will not: our relationship with clients will always be built on the age-old pillars of trust and investment knowledge.

Like every part of the financial services industry, wealth management is experiencing rapid change as technologies develop and clients’ expectations evolve. As you heard from our CEO, Philipp Rickenbacher, in his keynote address, we are investing intensively in technology to improve the service we offer but also, very importantly, to strengthen our partnership with you, our community of intermediaries. 

We intend these investments to allow both of us to deliver a quicker, more responsive service to our high net worth clients, and to reduce our costs in delivering it. At the same time, new technology will also give us the flexibility to develop new offerings that will benefit our clients. 

Thank you again for attending our conference. We hope to continue our partnership with you for many years to come. 

With best wishes,
Nic Dreckmann COO & Head Intermediaries & Global Custody, Julius Baer

 

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