Assets in Management
Your Wealth Is in Safe Hands
Looking after your wealth for the long term
With extensive professional expertise, over a century of experience, a well-established global network, and a steadfast commitment to serving client needs, the specialists at Julius Baer are highly-adept in taking good care of your wealth.
Offering you a customised strategy to meet your personal goals
To grow and protect your wealth over the long term, you need a clear investment strategy, which is why we work with you to develop a personal, customised wealth management solution in line with your individual investment goals, tax situation, risk preferences and investment horizon.
We select the best solutions for you, including individual stocks, funds and ETFs in various currencies and asset classes, as well as precious metals. Your wealth will be broadly diversified across international markets and asset classes, with the overall aim of yield.
Keeping you informed
We regularly review your strategy with you to ensure that it is still appropriate to your situation, your expectations and your objectives. And when these change, we adapt the strategy accordingly.
Our clear and transparent reporting framework keeps you regularly informed on the status and performance of your portfolio and your dedicated relationship manager will be on hand to advise you should you have questions.
Are you interested in learning more about Assets in Management? Your dedicated relationship manager would be delighted to provide you with additional information.