Investment Advisory Services
Integrated advisory services tailored to your requirements
If you are an active investor and follow events on the worldwide markets with great interest, you may appreciate Julius Baer’s Investment Advisory Services. This offering enables you to attain additional knowledge from Julius Baer’s investment market specialists, tailored specifically to your needs.
Key features of the Advisory Services
- You will receive solutions tailored to your investment needs and goals, with instruments from Julius Baer’s open product and service platform¹
- You will be continually updated on new developments, opportunities and risks and have access to the very best investment ideas, identified every week by a global network of more than 80 investment advisory experts
- You will make the final investment decisions yourself
¹An ‘open product and service platform’ means that Julius Baer does not only offer in-house products but also products from third-party providers. It is only where product offerings in the market from third-party issuers are not available that Julius Baer complements the market offering with Julius Baer’s products, based on Julius Baer’s in-house specialist know-how. Relationship managers in the UK are restricted to advise only to those products offered on the Julius Baer’s product and service platform.
Are you interested in learning more about Julius Baer’s Investment Advisory Service? Your Julius Baer relationship manager would be happy to discuss the options available to you.