The Julius Baer Managed Portfolio Service (MPS) is built for UK financial advisers who value long-term thinking, disciplined investing, and a focus on client support.
With over 130 years of wealth management expertise and a presence in 25 countries, Julius Baer is trusted by individuals and families worldwide. Our Managed Portfolio Service brings this global insight to the UK adviser market, combining robust portfolio construction with responsive, locally delivered support.
At Julius Baer, we aim to offer a unique combination of qualities that make us a compelling choice for advisers looking to enhance their client proposition.
These include our global research strength, disciplined investment process, Swiss attention to detail, and regionally delivered support tailored to your needs.
Our Managed Portfolio Service offering
Our portfolios are broken down into two distinct ranges:
| Active | Passive+ |
|---|---|
| Actively managed portfolios that harness our strongest investment convictions and dynamically allocate across opportunities to bring together the Group’s most compelling ideas. | The Passive+ range includes a greater proportion of index-tracking funds. The "+" reflects our ability to invest in actively-managed funds on a selective basis where we consider this would enhance the portfolio. |
Within each range there are six Managed Portfolios, each with an individually assigned investment objective. The investment objectives span the risk/return curve from ‘Defensive’ to ‘Adventurous’. Each Managed Portfolio is independently rated by a number of risk profilers.
Our investment process
As an institution with a global footprint, Julius Baer has a deep understanding of international markets. This understanding informs our long-term outlook, which in turn feeds into all stages of our investment process.
This perspective shapes our long-term outlook and informs every stage of our investment process, which rests on the following pillars:
- Structured process led annually by Julius Baer’s CIO Office in collaboration with internal and external research and investment experts, resulting in definition of capital market assumptions with a ten-year horizon.
- Aims to identify structural shifts in the investment environment and considers how these affect our investment opportunity set, and which asset classes are more likely to grow than others.
- Annual definition of optimised strategic asset and sub-asset class portfolio weights for each investment objective based on capital market assumptions and Secular Outlook.
- Supported by extensive quantitative testing and scenario simulations of chosen allocations.
- Portfolio optimisation using proprietary quantitative tools.
- Assessment of current regime out of four Julius Baer asset allocation regimes.
- Exploitation of short-term market opportunities through tactical adjustments of portfolio weights, risk budgets, and currency exposures.
- Selection of financial instruments and construction of portfolios to effectively reflect the market views of the Investment Committee.
- Continuous monitoring of risk and performance drivers.
- Timely implementation of tactical asset allocation changes across all Managed Portfolios.
Our investment team continuously reviews allocations and performance, enabling your clients to benefit from Julius Baer’s best ideas and the full strength of our global research capability.
We have seven locations across the UK:
Our Managed Portfolio Service (MPS) is supported by a network of Business Development Managers strategically positioned across the UK. They work in partnership with our dedicated MPS Sales Support team based in Newcastle – the central hub for Julius Baer’s Managed Portfolio Service. This team is available to assist with your queries and provide the support you need.
Our Managed Portfolio Service (MPS) is accessible through a range of leading platforms, including Aviva, Aberdeen, Quilter, Transact, and Fidelity. If you have additional requirements or would like to explore how we can support you further, please don’t hesitate to get in touch.
The risk rating of each Managed Portfolio is independently assessed by leading risk profilers such as Defaqto, Dynamic Planner and EV.
You can expect to receive:
- Monthly factsheets
- Monthly market commentary
- Quarterly Managed Portfolio commentary
- Weekly market insights
- Podcasts and thematic reports
We are responsible for managing the Managed Portfolios on a discretionary basis in accordance with their stated investment objectives. As your client’s adviser, you are responsible for recommending a suitable Managed Portfolio to your client and ensuring the the chosen Managed Portfolio remains suitable to meet your client's needs and objectives.