Investing
Providing you with the tools, advice, and solutions to help you invest successfully.
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Advisory mandates
Leverage the full range of Julius Baer’s expertise.
Discretionary mandates
Put your investments in the hands of our dedicated experts.
Other solutions and products
Explore our comprehensive range of additional solutions and products.
At Julius Baer, we’ve been building our investment expertise and offering for over a century. Perhaps the most important thing we’ve learned over the years is that every person’s investment needs are as unique as they are. That’s why we make sure we truly understand your situation, your goals, and your risk appetite, before doing anything else.
Once we have understood your needs and expectations, we can then help you identify and implement the appropriate solution for you. Whether that’s a discretionary or an advisory mandate, an investment in a specific asset class, a tailored structured product, or execution support, you will benefit from our long-standing investment experience and our extensive international network.
What sets us apart
We listen carefully
We strive to fully understand your needs in order to craft tailored investment solutions.
Specialist expertise
As a pure-play wealth manager, we assemble the best combination of investments for your portfolio.
Enhanced advice
We leverage technology to continuously improve how we deliver investment advice, both digitally and face to face.
What shapes your identity as an investor?
Watch our video to learn about the six factors that every investor should consider.