About Julius Baer
Julius Baer is a private bank that offers wealth planning, real estate financing, investment management and some selected sales and trading services. Headquartered in Zurich, Switzerland, Julius Baer provides its clients with the last word in discretion and bespoke financial management. High net worth individuals turn to Julius Baer for holistic wealth solutions with sustainable drive and global reach.
Julius Baer - a heritage of banking excellence
Julius Baer has been in family hands for almost its entire existence. Its eponymous founder joined an existing exchange office in 1896, acquiring ownership of it 5 years later. Over the last century the private bank has remained with at least one member of the Baer family on the board. In a modern banking world dominated by globe-spanning conglomerates, a private bank that still retains real family ties is something almost unique. This private bank focuses on delivering ultra-high-quality services to high net worth individuals, with an emphasis on personal relationships nurtured over generations.
Julius Baer’s private banking services
The core offering that Julius Baer provides is wealth planning, but with an unwavering focus on sustainability and bespoke portfolio management. To deliver the high level of service this private bank prides itself on, it offers a set of specialized solutions to cater to different client requirements.
Discretionary Mandates
Under this arrangement, a dedicated wealth manager will handle a client’s investment portfolio. Understanding an individual’s needs is paramount to success, and Julius Baer takes great pains to appreciate precisely what their clients wish to achieve. Using regular portfolio monitoring and interviews, wealth managers make sure their clients’ investments target the right mixture of volatility and growth. Clients choose from a range of investment options; globally-diversified, asset-class-specific, regionally-focused and modular mandates. Clients also have the opportunity to invest responsibly through sustainably-focused mandates.
Investment Advisory Mandates
This offers the same access to high-level financial expertise as Julius Baer’s Discretionary Mandates. However, the private bank’s expertise is deployed in a more advisory role, enabling clients to make their own decisions. This can suit high net worth individuals who are happy to manage their own finances, but who also appreciate the experience a Julius Baer wealth manager can provide.
Wealth Planning
Julius Baer is well-placed to nurture their clients’ wealth. Thanks to deep knowledge of global markets, this private bank can advise on investment in a wide range of trading services, from equities and structured products to exchange traded derivatives. This is all available either through a Julius Baer manager or a direct link to the trading floor.
Global Custody
Many high net worth individuals have diverse investments across a range of institutions. Rather than handling these by themselves, a Julius Baer representative can coordinate them on their clients’ behalf. This puts all the work in the hands of a trusted wealth manager, who will pursue their clients’ objectives with all the expertise and experience that Julius Baer offers.
The epitome of Swiss private banking
The intensely personal nature of Julius Baer’s private banking requires a trusting relationship and utmost discretion. Julius Baer has a reputation for fiercely guarding their clients’ interests, making them the private bank of choice for high net worth individuals around the world.
