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Lombard lending

Retain your portfolio investment while increasing your financial flexibility

Whether you want to optimise your cash flow, improve your investment returns, or invest in derivative financial instruments that require a security margin – Julius Baer offers a wide range of customised Lombard-lending solutions to meet your individual financing and trading requirements.

Our services – a selection

Our experienced specialists are here to help you develop a Lombard lending solution that enables you to

  • answer to liquidity needs: Make large acquisitions without selling existing assets through a Lombard loan utilised in the form of either a fixed-term loan or a current account overdraft. Your acquisition will be financed against your portfolio.
  • trade in derivative financial instruments: Use your portfolio as collateral for exchange-traded (ETD), over-the-counter (OTC) derivatives,  and foreign exchange (FX) products. Deployed as such, it may serve to cover margin requirements to account for market fluctuations.
  • reinvest: Borrow money against the pledge of your existing investments which serves as collateral. The proceeds of such loans can be reinvested in a diversified portfolio, serving as additional collateral. Such a portfolio diversifies risk and offers the opportunity to enhance investment yields without compromising your overall investment strategy.

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.