Julius Baer: The dependable partner for independent asset managers
Julius Baer is the largest dedicated wealth manager in Switzerland. Profit from our expertise in wealth management, our wide range of services and from an elite Julius Baer team that focuses solely on the demanding requirements of external asset managers. This team consists of experienced, dedicated specialists who will be delighted to find an appropriate solution for you and your clients.
Our services and financial products
The following is a selection of our services that we tailor specifically to your needs and those of your clients:
Classic services such as account management and custodian services
Order execution
Credit and loans such as mortgages, Lombard credits and guarantees
Investment advice
Direct access trading
Life cycle advice
Succession Planning
Wealth engineering
Delegated portfolio management and advice
Client-specific reporting
We create added value for you
For us, every client is unique. That's why we listen very closely before we jointly develop the best financial solution for you and your client. With this level of service, we meet the complex demands you place on us. You have access to our specialists at any time. And you profit from the strength of the Julius Baer brand, which conveys trust and quality to your clients.
Further reasons for a partnership with Julius Baer
Julius Baer runs booking centers in every large city in Switzerland and in the three most important time zones of the world: Singapore for Asia-Pacific, Guernsey for Europe and Nassau for the American continent.
Julius Baer keeps you informed on a regular basis with events addressing specific topics and sectors as well as about new regulations and laws, all in a relaxed atmosphere.
Are you interested in a partnership with Julius Baer?
Julius Baer will be delighted to give you detailed information about independent asset management.
Contact us