Discretionary mandates
Focus on the big picture and leave the day-to-day investment decisions in the hands of trusted professionals.
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- Discretionary mandates
Does keeping on top of your investments eat up too much of your free time? And do you feel your investment performance would be better if your portfolio were managed by a professional? If you’re familiar with concerns such as these, our managed premium or managed exclusive offering could be an ideal option for you.
With our discretionary solutions, our dedicated experts manage your portfolio on your behalf, according to agreed-upon investment objectives, risk tolerance, guidelines, and a disciplined approach. Our range of discretionary mandates covers all major asset classes and styles.
Why opt for a discretionary mandate?
Invest like a professional
You gain access to professional investment management based on a robust investment process.
Save time
Free up time so you can focus on what matters most to you.
Peace of mind
Enjoy peace of mind knowing that your wealth is in the hands of trusted experts.
How does it work?
In a first step, you explain to us your situation, personal and financial, and your objectives, requirements, and risk appetite. We then provide you with objective advice on the investment strategies which, based on our extensive portfolio engineering capabilities, correspond to your profile and objectives.
Upon request, our Chief Investment Office (CIO) team can also develop a tailored investment solution built around an individual investment strategy designed to evolve with your needs.
Once you have decided which strategy you want to move forward with, Julius Baer starts managing your assets and making investment decisions on your behalf.
Through portfolio monitoring and regular reviews, we make sure that your portfolio remains aligned with your chosen strategy, which you can change any time. We also provide you with regular reports so that you are always up to date on your portfolio performance.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.
What sets us apart
Tailored investment strategies
Our strategies are crafted by experts to meet your investment needs.
Investment excellence
Access to our portfolio management and research experts.
Global presence and expertise
Global expertise in all major asset classes, styles, and secular themes.
Frequently asked questions
What kinds of discretionary mandates do you offer?
Our range of mandates includes:
- Globally diversified mandates
- Regionally focused mandates
- Asset class-specific mandates
- Mandates with a focus on sustainability
- Tailored mandates managed directly by our Chief Investment Office (CIO) team
Who manages my portfolio?
A team of dedicated portfolio managers is responsible for managing your portfolio. You have direct access to this team.
What kind of tailoring capabilities do you offer?
We can tailor discretionary mandates to meet your specific investment objectives, risk tolerance, and liquidity needs. Our bespoke mandates provide access to a broad investment universe and leverage our extensive active portfolio management expertise and proprietary investment approach.
What is Julius Baer’s investment process for its discretionary mandates?
Our investment process combines top-down analysis by our Investment Committee (ie defining the asset allocation) and decision-making, with bottom-up portfolio management (ie our portfolio managers make individual investment decisions based on your chosen strategy/investment approach).
All of Julius Baer’s discretionary mandates reflect our house view of the financial markets.
How and when do you make tactical decisions?
Our Investment Committee meets weekly as well as ad-hoc to assess markets and economic developments, asset class weightings, and any short-term opportunities. Tactical decisions are made based on the outcome of these assessments.
What kind of reporting do you provide?
We offer tailored monthly and quarterly performance reports that you can access at any time.
How can I combine a discretionary mandate with my sustainability goals?
By choosing one of our sustainability mandates, which consist of multi-asset-class and equity mandates. They primarily invest in high-quality companies that have an outstanding MSCI environmental, social, and governance (ESG) research rating and pursue the objective of generating long-term, risk-adjusted financial returns.