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  • Private Clients

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Services from Julius Baer: A guiding hand along the way

Everything we do for you we do with passion and full dedication. As a private client with Julius Baer, you profit from personal private banking with individual solutions based on a clear vision, sound knowledge and in-house research. From us you can count on nothing less than excellent performance and a comprehensive range of successful and innovative financial products.

Private Banking

Innovative and targeted solutions fine-tuned to your goals based on personal consultation.

  • Wealth Management
  • Wealth and tax planning

Mandates

Active management of your stock portfolio as well as fixed-interest, mixed and alternative investments, always keeping risks in mind.

  • Asymmetric Return Mandates
  • Global Strategy Mandates
  • Focus Mandates
  • Special Mandates
  • Combined mandate solutions
  • Investment Advisory

Global Custody

Innovative and targeted solutions fine-tuned to your goals based on personal consultation.

  • Global Custody

Financing

A wide variety of financing products on a secured basis: Lombard credits, mortgages and home financing plus complex credit structuring.

  • Mortgages
  • Lombard credit

Securities trading

Your access to worldwide securities trading with Julius Baer based on Swiss expertise.

  • Securities Trading

Foreign exchange trading

Your individualized advice for questions on any aspect of trading foreign currencies.

  • Foreign exchange trading

Structured products

Innovative structured financial products for the targeted optimization of your investment strategy.

  • Structured Products
  • Derivatives web site

Research

Your access to the latest research data from our specialists.

  • Research
  • Publications

Direct Access Service

The latest market information and individualized support for your direct access to the leading financial markets around the world.

  • Direct Access Service

Online Services

Your direct access to Julius Baer's online services.

  • Online-Services
  • Log in to Baer®Online
  • Baer®Online for Independent Asset Managers
  • Log in to online research
  • Derivatives web site
  • Fundstrading web site

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Products Websites

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Online Services

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Certain products and services of the Julius Baer Group are not accessible to residents and/or nationals of certain countries. Website users are therefore asked to consult the Terms of use applicable to this website and to contact their nearest Julius Baer entity („Locations“) for information on products and services available in their country.