Funds are an attractive option if you’re looking for an investment that doesn’t require too much of your time, or if you’d like to diversify your existing portfolio. You might also want to consider funds if there is a specific sector, strategy or asset class that you would like to invest broadly in.

Our fund offering enables you to outsource the selection and management of your assets to some of the world’s best portfolio managers, who are vetted by us and constantly monitored by the Julius Baer Fund Offering team.

How does it work

To ensure we provide you with the fund solution that best meets your needs, we sit down with you to discuss your current personal and financial situation, as well as your goals, investment horizon, and risk appetite. Together, we then develop your investment strategy.

Using the strategy as a basis, we select the funds that we have identified as being best aligned with your investment goals. Some factors that we might take into consideration here could include: where might exchange-traded funds be more suitable than actively managed funds, or what is the most appropriate cost structure and how liquid is the fund?

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