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Investment Services

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.

You are able to access the views, recommendations, and investment ideas of our research and investment specialists on multiple channels, from online tools to newsletter subscriptions, or via your relationship manager.

We provide targeted investment ideas and switch recommendations across all asset classes and instrument types, and we are happy to connect you to our investment professionals should you require a more detailed discussion, or an in-depth review of specific instruments or asset classes.


  • Head Office
  • Bahnhofstrasse 36<br />P.O. Box<br />8010 Zurich<br />Switzerland
  • Tel: +41 (0)58 888 11 11
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