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.
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.
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.
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.