Wealth & Tax Planning
The success of tomorrow relies upon the seeds of today
In today’s increasingly complex market and regulatory landscape, Julius Baer’s Wealth Planners can advise and support you and your family with long-term financial planning advice and/or solutions that can weather all seasons.
A holistic advisory process for investors
You can trust Julius Baer’s Wealth Planners to employ a holistic advisory process as well as draw upon a well-established network of internal and external specialists and providers when devising possible solutions to meet your needs.
Note: The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.
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.
Our investment specialists and relationship managers in the UK do not provide legal or tax advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. You should obtain independent tax advice in relation to your individual circumstances from a tax advisor prior to making any investment decision.
If you would like to learn more about Julius Baer’s wealth planning services your relationship manager would be delighted to provide you with more detailed information.