This page is not available in your selected language. Your language preference will not be changed but the contents of this page will be shown in English.

To change your current location please select from one of Julius Baer’s locations below. Alternatively if your location is not listed please select international.

E-Services

Please select
Additional e-Services

*The location identified is an approximation based on your IP address and does not necessarily correspond to your citizenship or place of domicile.

Investment advisory mandates

Navigate the global financial markets 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 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.

Contact

Are you interested in learning more about our wealth management?

Our experts would be happy to discuss all of the options available to you.