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Intermediaries

Service models

Framework agreements for external asset managers or advisors

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Solutions

Take your business to the next level

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The intermediary’s advantage in the next digital era

Why advisors that adapt will stand out in a post-pandemic new normal

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Business Navigator

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Introducing the multi-family office super-boutique

The 2021 Julius Baer Family Barometer survey showed health has become a major concern for wealthy families, adding to the complexity MFOs must manage. Families’ burgeoning needs are leading to the emergence of the super-boutique in a trend that looks likely to continue.

Intermediarios

Preparing for Switzerland’s new supervisory regime

New regulations are reshaping Switzerland’s financial architecture, presenting challenges for wealth managers as they seek authorisation for the first time. Lessons are already being learnt about the authorisation process, just as the alternatives also become clearer.

Regulation

Five ways for EAMs to serve tomorrow’s family office

Family offices are undergoing an extraordinary evolution, as they rapidly transform their structures and operations to meet the emerging needs of the families they serve. For external asset managers (EAMs), these shifts present significant opportunities.

Business Strategy

External asset managers face new ESG obligations

For years the claims and disclosures made by companies and providers of financial products relating to environmental, social and governance (ESG) issues have lacked a consistent framework. This will change shortly as a flurry of new regulations force market operators to take a critical look at their activities.

Regulation

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Global Reach

Experienced professionals in thirteen locations

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