You can count on Julius Baer’s open product and service platform* to provide you with a selection of best-in-class products and services.

A distinctive approach to meeting your needs

Would you like to get access to a selection of best-in-class products and services?

Our open product and service platform* offers

  • A structured selection of services in the wealth and tax planning area and investment opportunities across asset classes
  • Access to a variety of investments and financial instruments
  • No preferred providers
  • A selection of competitive, contemporary products and services to meet client needs
  • Julius Baer blends its own financial and wealth planning competence perfectly with the knowledge of best-in-class external specialists

Our range contains both investment products provided by Julius Baer and those provided by a limited number of third party product providers. It has been put together as a result of our thorough and disciplined research, due diligence and selection process, in which we aim to identify a range of investment products which we believe has the potential to address our clients’ investment needs and investment rationale.

This results in an investment universe for you that offers competitive, contemporary products and services in order to meet your individual requirements.

You may always ask us for advice if there is a particular investment product you are interested in, whether or not it is within our usual range, and we will be pleased to see how we can help you.

* Our internal specialists and relationship managers in the UK provide ‘restricted advice’ on a limited range of investment products selected for the Julius Baer product and service platform.

Beyond product and fund solutions

And our service does not stop here. Apart from an open product universe, you also benefit from a varied service offering when it comes to wealth planning solutions. For further information on these services, visit the dedicated Wealth Planning site.

> Wealth Planning

Additional information

Are you interested in learning more about Julius Baer’s Open Product and Service Platform? Your Julius Baer relationship manager would be happy to discuss the solutions available with you.