You can count on Julius Baer’s comprehensive open product and service platform to provide you with a diverse set of investment opportunities in addressing your financial needs.

A distinctive approach to meeting your needs

Julius Baer takes a distinctive approach to product and service solutions. In order to cater to your specific needs, Julius Baer specialists constantly screen the investment universe that ranges across equities, fixed income, mutual funds, structured products and alternative investments.

Your wealth is exposed to financial, economic and regulatory factors. An in-depth understanding of these factors through our in-house research allows us to provide you an unbiased and high conviction service on a best effort basis.

Through our wide-ranging relationships across the financial industry, we strive to identify the right set of issuers and managers to work on your money. This results in an investment universe that offers you a wide choice of appropriate, competitive and contemporary products and services that you can choose from, based on your individual needs.

Product and idea selection at Julius Baer is backed by efficient execution and effective monitoring. 

¹ Comprises a mix of third-party products and primary/secondary market offerings
² Investing in international markets through locally (India) based entities which are governed by the Indian regulators and based on the individual client risk profile; this is also subject to applicable and prevalent regulations at the time of origination of such a request. The final responsibility of all such international investments including disclosures to the relevant authorities / regulators rests entirely with the client.

Additional information

Are you interested in learning more about Julius Baer’s Products and Services? Your Julius Baer relationship manager would be happy to discuss the solutions available to you.