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Service models

Framework agreements for external asset managers or advisors

Partner up with an international network of experts

Julius Baer has been a dedicated partner to external asset managers and financial advisors for over thirty-five years and supports you in reaching your objectives through the following service models:

External Asset Manager (EAM) framework agreement: You provide your clients with portfolio management services while Julius Baer acts as custodian and is responsible for the settlement of funds.

External Financial Advisor (EFA) framework agreement: You focus on advising your clients while Julius Baer acts as custodian and is responsible for the settlement of funds. 

Questions?

We are happy to answer all of your queries. You can contact us here.