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Service models

Our EAM model: 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.