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Investment advisory mandates

Navigate the global financial markets and manage your investments with a seasoned professional at your side

Fast-paced, interconnected, and increasingly regulated – the global financial markets require an investor’s constant attention. Our international team of investment experts stands by your side to monitor the markets while keeping an eye on the risks. Profit from their expertise by reading our comprehensive investment publications or by choosing an investment advisory mandate.

Our services – a selection

Meet your Julius Baer relationship manager who will work towards gaining a holistic understanding of your personal and financial situation as well as your investment objectives. Based on this solid fundament, you will be invited to follow one of the five Julius Baer investment strategies Fixed Income, Income, Balanced, Growth, or Capital Gain. Daily portfolio monitoring forms the basis for carefully selected, strategic investment recommendations, which your relationship manager communicates to you via your preferred channel.

Some jurisdictions may offer an additional advisory mandate in which both your relationship manager and a specialised investment advisor oversee your investments for you.

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

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