We recognise that Intermediaries and their clients have varied and complex needs. Julius Baer provides Intermediaries with access to the global resources and capabilities they need to take their businesses to the next level and to offer the best possible wealth management solutions to their clients.
Julius Baer offers various applications designed to meet the needs of Intermediaries. We deliver technology solutions that help drive digitalisation, improve productivity, and streamline business operations.
As an Intermediary working with Julius Baer, you have your own dedicated relationship manager who provides access to the collective expertise of our investment specialists and to our proprietary research according to your needs and interests. A wide range of financial instruments on our fully open product and service platform is available to you, offering an objective selection of the most competitive and contemporary products and services for your individual requirements.
Our proprietary research provides you with analyses on economic topics, equities, bonds, currencies, and commodities. This is complemented by Julius Baer’s Next Generation research, which focuses on structural trends.
We offer a wide range of credit solutions from Lombard lending and mortgages right through to structured financing transactions.
We provide advice for asset structuring, financial planning, succession planning, relocation, retirement, and philanthropy, based on our open product and service platform.
We facilitate trading in foreign exchange, precious metals, and securities, and look after the handling, administration, and safekeeping of the aforementioned assets.
We offer a comprehensive range of Discretionary Mandates to EFAs, enabling EFAs to act as an asset allocator and advise their clients on the offerings of different providers and on the selection of the most appropriate solution.
Are you in the process of setting up your own wealth management? Julius Baer offers ready-made operational frameworks to simplify and accelerate your transition process to a new professional chapter. Please contact us for further information.
The products and services offered depend on the domicile of the Intermediary, the end-client, and the legal entity of Julius Baer.