Offering you managed solutions and more freedom

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.

By entrusting Julius Baer with your wealth via the Discretionary Mandate Offering, you can relieve yourself from the day-to-day burden of managing your assets, so that you’ll have time for other meaningful pursuits.

Our Discretionary Mandates: the choice is yours

The Discretionary Mandate Offering is all about you: your individual needs, investment objectives and tolerance for risk set the guidelines in designing your discretionary mandate portfolio. In partnership with your relationship manager, your specific needs will be heard so that an investment strategy that meets your requirements can be defined.

Modern Investment Approach

Julius Baer offers a range of discretionary mandates, covering various characteristics, strategies, assets and reference currencies. In keeping with today's investment horizon, Julius Baer adopts a forward-looking investment style that is actively managed by keeping an ear to the ground, dissecting the facts and by decisively taking calculated risks to generate enhanced returns over the longer term.You can relax in knowing that all solutions offered are through an open product platform¹, so that you’ll receive the best possible solution from a spectrum of leading internal and external financial instruments.

Keeping you informed

Our reporting framework keeps you regularly informed on the status and performance of your portfolio. When your circumstances change, we will review your strategy with you to ensure that it is still appropriate to your situation, your expectations and your objectives.

Additional information

Are you interested in learning more about Julius Baer’s Discretionary Mandates Offering? Your Julius Baer relationship manager would be happy to discuss the options available to you.