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Investment services

As an intermediary working with Julius Baer, you have your own dedicated relationship manager who provides access to the collective expertise of our investment specialists and our proprietary research. A broad spectrum of financial instruments on Julius Baer’s open product and service platform is available to you, offering an objective selection of the most competitive and contemporary products and services.

Wealth planning

We provide advice on asset structuring, financial planning, succession planning, relocation, retirement and philanthropy, based on our open product and service platform.

Financial market services

We facilitate trading in foreign exchange, precious metals and securities, and look after the handling, administration and safekeeping of these assets.

Investment management solutions for financial advisors

We offer financial advisors a comprehensive range of discretionary mandates, which enables you to act as an asset allocator and advise your clients on the offerings of different providers.

Financing

A wide range of credit solutions from Lombard lending and mortgages right through to structured financing transactions are available.*

Research

Our proprietary research provides you with analyses on economic developments, equities, bonds, currencies and commodities. This is complemented by Julius Baer’s Next Generation research, which focuses on structural trends.

Technology offering

We deliver technology solutions that help drive digitalisation, improve productivity and streamline business operations.

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*Lending is usually undertaken by the Bank Julius Baer branch where you hold your account(s). In some special cases, other members of the Julius Baer Group may be the lender and will also be based outside the United Kingdom. Julius Baer International does not provide lending, but may help to arrange loans by other members of the Julius Baer Group, or third parties.