Do you collaborate with numerous asset managers and/or banks who manage multiple accounts simultaneously? If your answer to this question is “yes”, our Global Custody services may simplify your situation.
Delegate the details to your personal relationship and account manager who advise you based on their in-depth knowledge, experience in the global securities industry and solution-oriented approach. Should you even choose to appoint Julius Baer as your global custodian, we look forward to also answering to the additional requirements that you and your asset manager(s) may have.
Our services – a selection
Our global custody services include the safekeeping and administration of securities and other assets as well as the professional management of worldwide transactions (e.g. security orders, delivery vs. payment, receipt vs. payment). Furthermore, you may want to entrust us with currency overlay strategies, forex hedging and trading, securities lending and borrowing, cash management, or tailor-made tax reclaim and reporting services. The access to a network of carefully selected sub-custodians and clearinghouses rounds up our offering.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.