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External Financial Advisors

External Financial Advisors

To meet the growing demand for institutionalised advisory services, Julius Baer offers a dedicated framework to address the specific needs of External Financial Advisers (EFAs). 

EFAs are defined as individuals, partnerships or legal entities that – on a professional basis, independently of Julius Baer and for financial profit – provide advice to clients.
The end-client is directly involved in the investment decisions as portfolios are only advised and not managed. 

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. In addition, Julius Baer offers EFAs the opportunity to complement their advisory role by offering clients discretionary mandates specifically tailored to their individual requirements. 

The products and services offered depend on the domicile of the Intermediary, the end-client, and the legal entity of Julius Baer.


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