External Asset Managers
Julius Baer offers services that enable External Asset Managers (EAMs) around the globe to grow and manage their businesses more efficiently.
The EAM set-up is a tripartite operational model framework of asset management - an EAM is appointed to manage the client's funds in a Julius Baer account, so that they can provide portfolio management services in the name and interests of the client.
Julius Baer takes responsibility for the settlement of funds in terms of deposits and withdrawals, and acts as custodian to ensure the safety of those funds.
The products and services offered depend on the domicile of the Intermediary, the end-client, and the legal entity of Julius Baer.