The challenge

Investing is something you enjoy doing and have experience with. You like to compare the merits of different asset classes and companies, and you keep up to date on market developments. And while you want to remain in full control of your investments, you sometimes ask yourself things like: Have I missed out? Should I continue to keep cash? When should I enter the market? 

You therefore feel that having access to expert investment advice and someone who acts as a financial sounding board might be just what you need to help you achieve your investment goals.

Our solution

We understand how fast-paced and complex today’s investment landscape can be, and how quickly markets can move. We also understand your desire to remain in control and make the final decision when it comes to your investments. 

That’s why our international team of investment experts will partner with you to first understand your personal and financial objectives, and your investment advisory needs. After that, they will determine which of our advisory mandates is best suited to you. At Julius Baer, our goal is to provide you with the level of support and advice you need and want, while giving you the autonomy to steer your own financial course.

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

Why Julius Baer?

Julius Baer offers a range of advisory mandates designed to provide the level of support and services you are looking for.

Holistic view

Investment advisors and relationship managers who truly understand your financial situation and objectives.

Global presence and expertise

Benefit from over 400 experts across the bank who support your relationship manager in providing tailored advice.

Access

Our open architecture enables you to invest in long-term trends and gain access to industries with high barriers to entry.

Learn more about us

What Matters To You?

Helping you plan your wealth and stay on top of your tax obligations

Are you aware of all the international tax regulations that could affect you?

My own company

Geneva in the morning

Insights

Helping you plan your wealth and stay on top of your tax obligations

Are you aware of all the international tax regulations that could affect you?

My own company

Geneva in the morning

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