This page is not available in your selected language. Your language preference will not be changed but the contents of this page will be shown in English.

If JavaScript is deactivated the display of contents is limited. Please activate JavaScript and reload this page. You can find information on how to change browser settings here

Insights

In a strong wind even turkeys can fly – 2022 edition

The single most important price in global financial markets is and remains the 10-year US Treasury yield. It is an uphill struggle to get investors to agree to that, but this long-term US interest rate is the benchmark for what the safest long-dated risk is worth.

Market Outlook

Wealth Insights

Ensuring a smooth wealth transfer to the next generation

Wealth Planner Nathalie Eser Wolfer helps clients decide where their wealth will go when they are no longer around. The secret to a successful transfer is a mix of law and psychology, forward-looking planning and good communication.

Wealth Architects

Key elements of estate planning

You have spent your lifetime building up your wealth. It surely was a bumpy ride but you've made it. The next question is: How do you preserve and transfer it to the next generation? This article introduces you to the most common means of estate planning.

Wealth Planning

Why asset allocation matters: four steps to a successful investment portfolio

If investment is a journey, then asset allocation is its guiding star. Here are four steps towards building an investment portfolio that suits your financial needs.

How to Invest

Discover more

Future Insights

Has tech taken the heat out of trading?

Christoph Kummli, Global Head Markets Trading, will never forget his first days as an apprentice trader over three decades ago. A lot has changed since then, as technology has all but silenced the trading floor. Does Christoph see a time when all trading is automated and traders become obsolete? Not in the slightest…

Digital Disruption

The rise of private markets

With investors in the public markets facing obstacles ranging from increased regulatory scrutiny to severe volatility, private markets are continuing to grow in popularity among high-net-worth individuals.

Digital Disruption

How to make a new stock exchange

Setting up an entirely new stock exchange designed for long-term investors was a lengthy, arduous process – but founder Eric Ries is optimistic that his innovative system will reap dividends.

Digital Disruption

Discover more

Family Barometer 2021

WEALTH AND LEGACY – A FAMILY AFFAIR

Learn more

Company Insights

Andreas Fahrni: “Through agile, we can create products and services that bring even more value to our clients”

Agile ways of working are enabling a focused collaboration of experts from different units of the bank to co-create innovative solutions together with client facing teams or ideally, directly together with our clients with the goal to create value. The Head IT at Julius Baer Andreas Fahrni discusses the benefits of “going agile” and how IT is applying the new agile way of working in order to unlock the full value potential.

Behind the Scenes

The story of art: Inside the Julius Baer Art Collection

As the Julius Baer Art Collection turns 40, it is reaching a wider audience than ever before through digital initiatives while continuing to inspire employees and clients alike. Behind the scenes, a dedicated team is helping it permeate the Bank – handling everything from transport and framing to restoring, hanging, and communicating its rich history and pioneering character.

Behind the Scenes

Elbphilharmonie ’Innerviews’ - Dino Brandão

"Sometimes it’s strange where life takes us – leading us down unknown avenues", Dino Brandão reflects in the Elbphilharmonie Innerview. He knows what he is talking about. The skater boy and musician has already had to take a few turns, but now he has got both feet on the stage – and perhaps sometimes one foot still on his board.

Our Commitments

Discover more

Wealth Insights

Future Insights

Family Barometer 2021

Company Insights

Newsletter

Sign up for our weekly newsletter