Advisory Mandates
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Do you want to remain in full control of your investments, but sometimes struggle to keep on top of the increasingly fast-paced and regulated world of financial markets? If so, then Julius Baer’s advisory mandates could be the right solution for you.
Our advisory mandates offer expert investment strategies that are aligned with your financial situation and objectives. You benefit from the support of our financial experts at every turn, while having the final say on any investment decision.
Why opt for an advisory mandate?
Control
Maintain full control of all your investment decisions and get strategic and tactical advice to meet your individual needs.
Dedicated specialist
Gain access to personal investment advice from your dedicated relationship manager.
Research expertise
Benefit from our research expertise by accessing or receiving our publications.
How does it work?
Our first priority is to understand your needs and goals. To do this, we explore questions such as: What matters to you? How involved do you want to be in your investments? What is your investment horizon? We also determine your risk profile and explore investment themes you could be interested in.
Once we have completed this process, you define with your relationship manager the frequency of interaction you wish to have. Your investment advisor or your relationship manager will then begin actively supporting you with your investments. You will receive individual investment ideas tailored to your portfolio, and naturally also have the flexibility to implement investment ideas of your choice.
What sets us apart
Holistic view
Investment advisors and relationship managers who truly understand your financial situation and objectives.
Global presence and expertise
Benefit from experts from across the bank who support your relationship manager in providing tailored advice.
Frequently asked questions
Can I personalise my advisory mandate?
You have the possibility to choose between a range of investment strategies and profiles, which vary depending on the model you select as well as your risk appetite and investment horizon. Ultimately, you make every investment decision.
How frequent is the interaction with Julius Baer?
That depends entirely on your personal preferences, and on which mandate you ultimately choose.