Intermediaries: Our solutions
Take advantage of our extensive range of solutions, designed around your clients’ evolving needs.
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- Intermediaries
- Intermediaries: Our solutions
At Julius Baer, you have access to our expertise from across our international network in banking, investing, financing, and wealth planning. Working closely with your relationship manager, you select the solutions that best support your business and your clients.
Banking services
Benefit from the banking services and infrastructure you need to support your clients’ day-to-day investment needs and broader wealth management arrangements.
Investing
Choose from our comprehensive investment offering, which includes trading and execution services, portfolio management, funds, structured products, private markets investments, discretionary mandates, and our proprietary research.
Financing
Access financing solutions including Lombard lending, guarantees, and real estate financing*.
Wealth planning
We provide advice on wealth structuring, relocation, retirement, succession, financial planning, and philanthropy.
*Lending is usually undertaken by the Bank Julius Baer branch where you hold your account(s). In some special cases, other members of the Julius Baer Group may be the lender and will also be based outside the United Kingdom. Julius Baer International does not provide lending, but may help to arrange loans by other members of the Julius Baer Group, or third parties.
What sets us apart
Specialist support, personally delivered
Your relationship manager brings together the right specialists from across Julius Baer to support you with informed, personalised guidance.
Bespoke client solutions
Choose from a broad range of solutions designed to address different client needs, objectives, and levels of complexity.
Deep-rooted expertise
Your clients benefit from our more than 135 years of wealth management experience and a global perspective.
Frequently asked questions
How can Julius Baer support clients with concentrated or illiquid wealth?
We use our investment, financing*, and wealth planning expertise to address situations involving concentrated holdings, business ownership, real estate, or other illiquid assets. Depending on your client’s objectives, this may include liquidity planning, financing, diversification, or preparations for a future transfer or sale.
Can Julius Baer support complex cross-border or multigenerational client situations?
Yes. Your relationship manager can coordinate access to relevant specialists across wealth planning, investing, financing, and banking. This makes it possible to consider the client’s circumstances as a whole, including any complexities arising from cross-border arrangements and multi-generational family structures.
How are Julius Baer specialists involved in supporting my clients?
Our specialists are here to complement your expertise. Your relationship manager coordinates the appropriate resources and involves subject matter experts where they can add value, while you remain at the centre of the relationship with your client.