This page is not available in your selected language. Your language preference will not be changed but the contents of this page will be shown in English.

To change your current location please select from one of Julius Baer’s locations below. Alternatively if your location is not listed please select international.


Please select
Additional e-Services

*The location identified is an approximation based on your IP address and does not necessarily correspond to your citizenship or place of domicile.


Bank Julius Baer launches over-the-counter funds trading




Bank Julius Baer announced today that it is now offering over-the-counter trading in unlisted investment funds and – with an initial universe of 300 products – will immediately become the Swiss market leader in this field.

In addition to the possibility of subscribing to and redeeming fund units in the primary market, Julius Baer is thus providing a second order route for unlisted investment funds. Julius Baer’s funds trading service offers market oriented and transparent pricing throughout each day of trading, thus ensuring that investment funds can be traded at the current rates at all times.

Peter Gerlach, Head Markets and Custody at Bank Julius Baer, commented: “I am delighted that we are able to offer this new service, which will not only benefit our own clients but also those of other banks.”

Over-the-counter funds trading gives investors a similar degree of flexibility to equity trading. The instruments that are traded comprise traditional investment funds that are authorized for public distribution in Switzerland.